Are you an Adviser click here
Search Financial Advisers Logo
Our website uses Cookies.

You can set your preferences here.

Find FCA registered Financial Advisers Near Me in SA43 1

Search Financial Advisers Logo

We have found 22 relevant financial adviser firms within 30 miles of SA43 1. Showing page 1 of 2.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  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. 🪧27.3 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. 🪧2.4 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. 🪧8.2 Miles
    4. 📍Newcastle Emlyn
  5. 🏢

    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. 🪧20.2 Miles
    3. 📍Haverfordwest
  6. 🏢

    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. 🪧21.7 Miles
    3. 📍Carmarthen
  7. 🏢

    Steven Rees Wealth Management LTD

    FCA reg no.
    547727
    FCA authorised date:
    19/04/11
    Steven Rees Wealth Management Ltd provides trusted financial planning and regulated advice services, offering comprehensive strategies in various financial areas. They cater to varied clients, delivering personalized solutions and proficient guidance.
    1. ✔2 Financial Advisers
    2. 🪧21.8 Miles
    3. 📍Carmarthen
  8. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  9. 🏢

    Morgan Wealth Management Limited

    FCA reg no.
    522125
    FCA authorised date:
    01/07/10
    GEM Financial Solutions in Dyfed offers personalized financial advice and a range of regulated services. Known for their proficiency in Carmarthen, they excel in understanding clients' needs and offering tailored solutions.
    1. ✔2 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧21.8 Miles
    4. 📍Carmarthen
  10. 🏢

    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. 🪧21.8 Miles
    3. 📍Carmarthen
  11. 🏢

    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. 🪧21.9 Miles
    3. 📍Narberth
  12. 🏢

    Affinity Financial Management Limited

    FCA reg no.
    1023412
    FCA authorised date:
    03/11/25
    Affinity Financial, an FCA-regulated Carmarthen-based firm, provides expert financial planning services including life investments and pension retirement advice catering to clients in Dyfed and surrounding regions.
    1. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧22 Miles
    4. 📍Carmarthen
  13. 🏢

    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. 🪧22.9 Miles
    3. 📍Narberth
  14. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  15. 🏢

    Pedr Financial Planning Cyf

    FCA reg no.
    800006
    FCA authorised date:
    10/11/23
    Pedr Financial Planning Cyf, an FCA-regulated firm in Lampeter, Dyfed, offers expertise in financial planning and advisory services such as insurance, investments, and retirement planning across GB.
    1. ✔1 Financial Adviser
    2. 🪧23 Miles
    3. 📍Lampeter
  16. 🏢

    Cyfri Cyfyngedig

    FCA reg no.
    171029
    FCA authorised date:
    06/09/24
    Cyfri Cyfyngedig, located in Dyfed, provides comprehensive financial advice and planning services. Renowned for being trustworthy and approachable, it offers investments, pensions, and retirement advice. Registered with the FCA (171029).
    1. ✔2 Financial Advisers
    2. 🪧23.2 Miles
  17. 🏢

    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. 🪧24.3 Miles
    3. 📍Narberth
  18. 🏢

    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. 🪧25.6 Miles
    3. 📍Haverfordwest
Page 1 of 2. Showing results 1 to 15.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback