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Find FCA registered Financial Advisers Near Me in SA5 5

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We have found 123 relevant financial adviser firms within 30 miles of SA5 5. Showing page 1 of 9.

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  2. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧32.5 Miles
    4. 📍Tredegar
  3. 👤

    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. 🪧32.7 Miles
    2. 📍Saundersfoot
  4. 🏢

    GOWER HOUSE FINANCIAL LIMITED

    FCA reg no.
    607692
    FCA authorised date:
    25/04/14
    Gower House Financial Limited is a FCA-regulated firm in Sketty, Swansea, offering personalised financial services, specialising in life and pension investments, and comprehensive retirement advice. They prioritize approachability and tailored solutions for client's financial wellbeing.
    1. ✔2 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍Swansea
  5. 🏢

    Estate Capital Financial Management Limited

    FCA reg no.
    402217
    FCA authorised date:
    05/10/04
    Estate Capital Financial Management Limited, based in Swansea, is a FCA-regulated institution offering bespoke life investments, pensions retirement planning, and more, to ensure clients secure a comfortable future.
    1. ✔4 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Swansea
  6. 🏢

    Ashley Kissick Financial Advisers LTD

    FCA reg no.
    917064
    FCA authorised date:
    19/11/19
    Ashley Kissick Financial Advisers Ltd in Swansea offers trusted financial planning, insurance solutions, investment services and pension advice. Specializes in final salary pension transfers and delivers personalized guidance.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Swansea
  7. 🏢

    Thomas Financial Services LTD

    FCA reg no.
    626393
    FCA authorised date:
    27/03/24
    Thomas Financial Services Ltd, based in Sketty, Swansea, is a regulated financial solutions provider specializing in insurance, investments, pensions, and financial planning for individuals and businesses in West Glamorgan and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Swansea
  8. 🏢

    Selwyn Russell Barnes

    FCA reg no.
    1026373
    FCA authorised date:
    28/02/25
    Swansea-based financial firm, regulated by the FCA, offering a range of tailored services from life investments to pensions advice. Known for client-focused strategies and solutions for complex financial situations.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Swansea
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  10. 🏢

    Cosgrove Brown Financial Planning LTD

    FCA reg no.
    582467
    FCA authorised date:
    06/06/12
    Cosgrove Brown Financial Planning Ltd is a FCA regulated firm based in Swansea, reputed for exceptional services in secure life investments and pensions retirement advice, especially with final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2 Miles
    3. 📍Swansea
  11. 🏢

    Alexander Douglas Limited

    FCA reg no.
    629965
    FCA authorised date:
    01/12/14
    Alexander Douglas Limited is a Swansea-based, FCA-regulated firm offering expert financial planning services, including life insurance and retirement advice. Known for their approachable style, they serve first-time investors and seasoned savers alike.
    1. ✔2 Financial Advisers
    2. 🪧2 Miles
    3. 📍Swansea
  12. 🏢

    Tailored Financial Advice LTD

    FCA reg no.
    753915
    FCA authorised date:
    01/11/16
    Swansea-based Tailored Financial Advice Ltd offers comprehensive, client-centric financial planning services including life investments, retirement advice, and pension planning to individuals, families, and businesses in West Glamorgan.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧2.2 Miles
    4. 📍Swansea
  13. 🏢

    Good Financial Advice Limited

    FCA reg no.
    978011
    FCA authorised date:
    27/06/22
    Good Financial Advice Limited is a FCA regulated firm in Brynmill, Swansea, specialising in financial planning and advice. They offer tailored solutions for pensions, investments and life decisions.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Swansea
  14. 🏢

    Secure For Life Wealth Management Limited

    FCA reg no.
    912517
    FCA authorised date:
    21/08/19
    Regulated firm Secure For Life specialises in providing personalised financial planning services, including life and investments, and pension transfers. Known for a clear, friendly approach, they assist individuals, businesses and first-time investors.
    1. ✔5 Financial Advisers
    2. 🪧2.4 Miles
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  16. 🏢

    Davies & Preedy Financial Planning LTD

    FCA reg no.
    938442
    FCA authorised date:
    13/11/20
    Davies & Preedy Financial Planning Ltd is a reputed Swansea-based company that offers regulated financial planning services (FCA registration number 938442). Situated near Sketty, their expertise spans across life, investments, pensions retirement advice, and final salary pension transfers, ensuring... read full company profile.
    1. ✔2 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Swansea
  17. 🏢

    CLEARVIEW INDEPENDENT FINANCIAL ADVISERS LIMITED

    FCA reg no.
    540867
    FCA authorised date:
    01/07/11
    Swansea-based CLEARVIEW INDEPENDENT FINANCIAL ADVISERS LIMITED provides client-centered financial services, including life investments, pensions retirement advice, and financial planning as an FCA-regulated company. Known for professionalism and approachability.
    1. ✔3 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Swansea
  18. 🏢

    KATH ATKIN-BOWDLER FINANCIAL SERVICES LTD

    FCA reg no.
    762282
    FCA authorised date:
    20/10/16
    Vision IFP is a Swansea-based financial planning firm specializing in final salary pension transfers. It offers a comprehensive range of services, including life insurance, investments, and retirement advice. Regulated by the FCA under number 762282.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Swansea
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