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Find FCA registered Financial Advisers Near Me in SA41 3

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We have found 25 relevant financial adviser firms within 30 miles of SA41 3. Showing page 1 of 2.

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  2. 👤

    Alex Thomas

    Beacon IFA
    FCA reg no.
    AXT24368
    FCA authorised date:
    02/04/12
    I am a member of the Chartered Insurance Institute. I hold a valid Statement of Professional Standing (SPS), a certificate of which is available on request. I have passed the following qualifications, allowing me to use the designations DipPFS and Certs CII (MP & ER). CII Level 4 Diploma in Regul... read full individual profile
    1. 🪧18.8 Miles
    2. 📍Saundersfoot
  3. 🏢

    R J Financial Planning LTD

    FCA reg no.
    749424
    FCA authorised date:
    08/06/16
    R J Financial Planning Ltd is a Cardigan-based consultancy offering expert advice on life investments, pensions retirement, and final salary pension transfers. Known for their professional yet approachable demeanor.
    1. ✔2 Financial Advisers
    2. 🪧6.8 Miles
    3. 📍Cardigan
  4. 🏢

    DBD Financial Limited

    FCA reg no.
    799349
    FCA authorised date:
    24/01/18
    DBD Financial, authorized by FCA under 799349, is a leading financial advisory firm in Newcastle Emlyn, offering pensions advice, final salary transfers, and comprehensive financial planning to local families and first-time investors.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧10.9 Miles
    4. 📍Newcastle Emlyn
  5. 🏢

    More Wealth Management

    FCA reg no.
    531269
    FCA authorised date:
    09/09/10
    More Wealth Management, based in Narberth, provides bespoke financial solutions including insurance, investments, pension advice, and comprehensive financial planning. As a regulated, trustworthy firm, we ensure professional, personalised advice for a secure financial future.
    1. ✔4 Financial Advisers
    2. 🪧13.2 Miles
    3. 📍Narberth
  6. 🏢

    Freedom Wealth LLP

    FCA reg no.
    760506
    FCA authorised date:
    03/01/17
    Freedom Wealth LLP is a highly regarded, FCA-regulated financial planning agency near Haverfordwest, specialising in personalised investment, pension and retirement advice across Dyfed.
    1. ✔2 Financial Advisers
    2. 🪧13.2 Miles
    3. 📍Haverfordwest
  7. 🏢

    Keith Higginson Financial Services Limited

    FCA reg no.
    221540
    FCA authorised date:
    01/05/03
    Keith Higginson Financial Services, based in Narberth, offers a range of financial solutions including insurance, investment strategies, and pensions advice. Known for high-quality, tailored services, they are trusted partners in financial planning.
    1. ✔2 Financial Advisers
    2. 🪧14.4 Miles
    3. 📍Narberth
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  9. 🏢

    Pembrokeshire Wealth Management LTD

    FCA reg no.
    763082
    FCA authorised date:
    28/10/16
    Pembrokeshire Wealth Management offers expert financial planning and regulated advice in the Dyfed region, specialising in wealth management services, pension management, retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧16.4 Miles
    3. 📍Narberth
  10. 🏢

    Hedley Asset Management Limited

    FCA reg no.
    181210
    FCA authorised date:
    01/12/01
    Hedley Asset Management Limited, an FCA registered company in Haverfordwest, offers personalized financial advice and services including investments, pensions, and retirement planning with integrity and transparency.
    1. ✔3 Financial Advisers
    2. 🪧16.8 Miles
    3. 📍Haverfordwest
  11. 🏢

    Prism Independent Financial Management LTD

    FCA reg no.
    426567
    FCA authorised date:
    21/04/05
    Prism Independent Financial Management Ltd is a regulated firm in Haverfordwest, offering personalised financial advice on life, investments, and pension planning to clients across GB.
    1. ✔1 Financial Adviser
    2. 🪧17 Miles
    3. 📍Haverfordwest
  12. 🏢

    MT Polo Limited

    FCA reg no.
    424062
    FCA authorised date:
    14/03/05
    MT Polo Limited, based in Haverfordwest, GB, is a reputable firm offering regulated financial planning advice on life investments, pensions, and retirement, serving diverse clients across surrounding areas. Fully FCA regulated.
    1. ✔4 Financial Advisers
    2. ✔10 Mortgage Brokers
    3. 🪧17 Miles
    4. 📍Haverfordwest
  13. 🏢

    Windsor Financial Planning Limited

    FCA reg no.
    946514
    FCA authorised date:
    26/07/21
    Windsor Financial Planning Limited is a FCA-regulated firm in Dyfed, GB, specializing in life insurance, investment strategies, pensions advice and overall financial planning, serving clientele with regulated, personalized advice.
    1. ✔1 Financial Adviser
    2. 🪧17.7 Miles
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  15. 🏢

    Thomas and Thomas Financial Services LTD

    FCA reg no.
    479335
    FCA authorised date:
    01/04/08
    Thomas and Thomas, a reputable financial planning firm, offers personalised, regulated financial advice including investment planning and retirement advice. Based in Haverfordwest, they serve local clients with targeted strategies under strict industry standards.
    1. ✔2 Financial Advisers
    2. 🪧17.9 Miles
    3. 📍Haverfordwest
  16. 🏢

    Banyard Independent Advice Services LTD

    FCA reg no.
    797019
    FCA authorised date:
    01/03/18
    Banyard IFA, situated near Saundersfoot's coast, offers expert financial planning advice on life, investments, pensions, and retirement. They are celebrated for their knowledgeable, tailored advice and service to diverse clientele.
    1. ✔2 Financial Advisers
    2. 🪧19.1 Miles
    3. 📍Saundersfoot
  17. 🏢

    Roberts Boyt Limited

    FCA reg no.
    532928
    FCA authorised date:
    14/01/11
    Roberts Boyt Limited, based in Carmarthen, offers expert financial planning solutions including life insurance, investments, retirement advice, and pension transfers. Regulated by the FCA, they provide reliable, customised advice.
    1. ✔4 Financial Advisers
    2. 🪧19.3 Miles
    3. 📍Carmarthen
  18. 🏢

    Derwen Financial Planning LTD

    FCA reg no.
    788539
    FCA authorised date:
    08/09/17
    Derwen Financial Planning Ltd, based in Carmarthen, offers regulated, tailored financial advice covering insurance, retirement, and comprehensive financial planning. Known for their transparency and client focus, they expertly guide individuals and businesses through their financial journeys.
    1. ✔2 Financial Advisers
    2. 🪧19.4 Miles
    3. 📍Carmarthen
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