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Find FCA registered Financial Advisers Near Me in SA62 5

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We have found 17 relevant financial adviser firms within 30 miles of SA62 5. 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. 🪧18.7 Miles
    2. 📍Saundersfoot
  3. 🏢

    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. 🪧1.7 Miles
    3. 📍Haverfordwest
  4. 🏢

    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. 🪧8.2 Miles
    3. 📍Haverfordwest
  5. 🏢

    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. 🪧8.4 Miles
    4. 📍Haverfordwest
  6. 🏢

    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. 🪧8.4 Miles
    3. 📍Haverfordwest
  7. 🏢

    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. 🪧8.9 Miles
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  9. 🏢

    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. 🪧9.2 Miles
    3. 📍Haverfordwest
  10. 🏢

    Sleekstone Private Clients LTD

    FCA reg no.
    844944
    FCA authorised date:
    27/06/19
    Sleekstone Private Clients Ltd provides personalized, client-focused financial services, regulated by the FCA. Expert in creating strategic plans for individual and business financial goals from its Haverfordwest location.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Haverfordwest
  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. 🪧14.5 Miles
    3. 📍Narberth
  12. 🏢

    Cleddau Financial Services Limited

    FCA reg no.
    409895
    FCA authorised date:
    04/01/05
    Cleddau Financial Services Limited offers expert, FCA-regulated financial planning, including life and investments, pensions retirement advice. With a client-focused approach, they provide tailored, transparent guidance to secure your financial future.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧14.8 Miles
    4. 📍Milford Haven
  13. 🏢

    Altus Financial LTD

    FCA reg no.
    825685
    FCA authorised date:
    09/11/18
    Altus Financial Ltd, FCA-regulated financial planning provider in Pembroke Dock, GB, specialises in life transitions, offering services such as investments, retirement advice, pension transfers, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧15.6 Miles
    3. 📍Pembroke Dock
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  15. 🏢

    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. 🪧15.9 Miles
    3. 📍Narberth
  16. 🏢

    Willcox Financial Limited

    FCA reg no.
    187724
    FCA authorised date:
    14/07/15
    Willcox Financial Limited, situated near Sageston, offers FCA-regulated financial guidance, specialising in personalised planning for areas like insurance and pensions, aiming to help clients achieve financial goals.
    1. ✔1 Financial Adviser
    2. 🪧17.9 Miles
  17. 🏢

    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. 🪧19.2 Miles
    3. 📍Cardigan
  18. 🏢

    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. 🪧19.5 Miles
    3. 📍Saundersfoot
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