Find FCA registered Financial Advisers Near Me in SA5 9
We have found 127 relevant financial adviser firms within 30 miles of SA5 9. Showing page 1 of 9.
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- ✔7 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧31.2 Miles
- 📍Tredegar
- 👤
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- 🪧33.8 Miles
- 📍Saundersfoot
- 🏢
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 Financial Adviser
- ✔2 Mortgage Brokers
- 🪧1.2 Miles
- 📍Swansea
- 🏢
Hexagon Wealth Limited
- FCA reg no.
- 483403
- FCA authorised date:
- 01/07/08
Regulated financial services firm, Hexagon Wealth Limited, specialises in life insurance, investments, pensions retirement advice and comprehensive financial planning in Swansea and West Glamorgan region.- ✔10 Financial Advisers
- 🪧1.5 Miles
- 📍Swansea
- 🏢
AJH Financial Services LTD
- FCA reg no.
- 226955
- FCA authorised date:
- 13/11/03
Located in Swansea, AJH Financial Services Ltd is a top provider of regulated financial advice. Known for personalized financial planning, they serve both individuals and businesses in the local area.- ✔3 Financial Advisers
- 🪧1.5 Miles
- 📍Swansea
- 🏢
David Gascoyne Financial Services LTD
- FCA reg no.
- 574918
- FCA authorised date:
- 10/02/12
FCA-regulated David Gascoyne Financial Services in West Glamorgan provides expert, client-focused guidance on life insurance, investments, pensions and financial planning. Their approachable professionals offer tailored advice across South Wales.- ✔1 Financial Adviser
- 🪧2 Miles
- 🏢
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.- ✔3 Financial Advisers
- 🪧2 Miles
- 📍Swansea
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- 🏢
KP Wealth LTD
- FCA reg no.
- 965185
- FCA authorised date:
- 02/12/22
KP Wealth Ltd offers reliable financial advice on life insurance, investments, pensions, and retirement planning. Their FCA-regulated services cater to both first-time buyers and long-term investors.- ✔2 Financial Advisers
- 🪧2.1 Miles
- 📍Swansea
- 🏢
The Steve Williams Practice Limited
- FCA reg no.
- 216487
- FCA authorised date:
- 31/05/05
The Steve Williams Practice, a regulated financial advisory firm in Swansea, provides comprehensive financial services including investment advice, retirement guidance and financial planning, offering personalized and reliable support.- ✔4 Financial Advisers
- 🪧2.1 Miles
- 📍Swansea
- 🏢
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.- ✔5 Financial Advisers
- 🪧2.2 Miles
- 🏢
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 Financial Adviser
- 🪧2.2 Miles
- 📍Swansea
- 🏢
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 Financial Adviser
- 🪧2.2 Miles
- 📍Swansea
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- 🏢
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.- ✔4 Financial Advisers
- 🪧2.3 Miles
- 📍Swansea
- 🏢
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.- ✔2 Financial Advisers
- 🪧2.3 Miles
- 📍Swansea
- 🏢
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.- ✔2 Financial Advisers
- 🪧2.4 Miles
- 📍Swansea
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