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 6 of 9.
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Aevitas Wealth LTD
- FCA reg no.
- 724303
- FCA authorised date:
- 16/05/16
Bridgend-based Aevitas Life is a trusted financial services firm offering comprehensive solutions in insurance, investments, pensions, and financial planning. Known for regulated advice tailored to clients' needs, they ensure financial stability.- ✔1 Financial Adviser
- 🪧18.8 Miles
- 📍Bridgend
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Magenta Financial Planning Limited
- FCA reg no.
- 745621
- FCA authorised date:
- 01/09/16
Magenta Financial Planning Limited is a Bridgend-based, FCA-regulated firm providing comprehensive financial planning services, including life insurance, prudent investments, pensions, and retirement advice.- ✔2 Financial Advisers
- 🪧18.8 Miles
- 📍Bridgend
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Phoenix Life and Mortgages Limited
- FCA reg no.
- 986563
- FCA authorised date:
- 03/11/22
Phoenix Life and Mortgages Limited is a FCA-regulated firm offering tailored advice and services in various financial sectors, known for its client-centric approach and reliability.- ✔2 Financial Advisers
- 🪧18.8 Miles
- 📍Treorchy
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CDP ASSOCIATES LIMITED
- FCA reg no.
- 225607
- FCA authorised date:
- 01/09/03
CDP Associates Ltd, a GB-based financial solutions firm, offers services like life insurance, pensions retirement advice, and investments. Known for integrity, transparency, and a client-centric approach.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧19.3 Miles
- 📍Bridgend
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THE FINANCIAL PRACTICE (UK) LIMITED
- FCA reg no.
- 436500
- FCA authorised date:
- 03/10/05
The Financial Practice (UK) Ltd is a FCA governed firm specializing in strategic financial services like insurance, investment strategies, and comprehensive planning, based in Mid Glamorgan offering tailored financial advice.- ✔1 Financial Adviser
- 🪧20 Miles
- 📍Bridgend
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Future Asset Management LLP
- FCA reg no.
- 414752
- FCA authorised date:
- 17/01/05
Future Asset Management LLP is a FCA regulated, Bridgend-based firm specializing in expert financial planning, retirement, and life investment advice. Known for professionalism and a client-centric approach, they offer tailored financial solutions.- ✔2 Financial Advisers
- 🪧20.3 Miles
- 📍Bridgend
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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 Financial Adviser
- ✔3 Mortgage Brokers
- 🪧20.9 Miles
- 📍Carmarthen
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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.- ✔2 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧21.1 Miles
- 📍Carmarthen
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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.- ✔2 Financial Advisers
- 🪧21.1 Miles
- 📍Carmarthen
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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.- ✔2 Financial Advisers
- 🪧21.1 Miles
- 📍Carmarthen
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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.- ✔4 Financial Advisers
- 🪧21.2 Miles
- 📍Carmarthen
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Davies Financial Limited
- FCA reg no.
- 429088
- FCA authorised date:
- 27/04/05
Regulated by the FCA, Davies Financial Limited offers comprehensive and customized financial services including life insurance, investments and more. Known for their client-centered approach, they are a trusted choice in Pencoed's financial sector.- ✔3 Financial Advisers
- 🪧21.3 Miles
- 📍Pencoed
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CST Wealth Management Limited
- FCA reg no.
- 602496
- FCA authorised date:
- 07/11/13
CST Wealth Management, based in Bridgend, offers professional, regulated financial advice. Services include life and investment planning, pensions retirement advice, and overall financial planning for individuals and businesses.- ✔3 Financial Advisers
- 🪧21.3 Miles
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Thomas Davies
- FCA reg no.
- 954228
- FCA authorised date:
- 06/07/21
Thomas Davies is a Ferndale-based financial planning firm known for its optimal investment strategies and focused pension advice. Regulated by FCA, it offers client-centric, tailored services to meet individual financial needs.- ✔1 Financial Adviser
- 🪧21.4 Miles
- 📍Ferndale
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George Rashbrook
- FCA reg no.
- 981175
- FCA authorised date:
- 18/08/22
George Rashbrook is a highly-regarded, FCA-regulated financial firm in Carmarthen, known for specialist services including life investments, pension advice, and strategic final salary pension transfers.- ✔1 Financial Adviser
- 🪧22 Miles
- 📍Llanwrda
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