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Find FCA registered Financial Advisers Near Me in SA64 0

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We have found 17 relevant financial adviser firms within 30 miles of SA64 0. 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. 🪧23.3 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. 🪧4.1 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. 🪧13.9 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. 🪧14 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. 🪧14 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. 🪧14.6 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. 🪧14.9 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. 🪧15.3 Miles
    3. 📍Haverfordwest
  11. 🏢

    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. 🪧16.5 Miles
    3. 📍Cardigan
  12. 🏢

    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. 🪧18.5 Miles
    3. 📍Narberth
  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. 🪧19.9 Miles
    3. 📍Narberth
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  15. 🏢

    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. 🪧20.5 Miles
    4. 📍Milford Haven
  16. 🏢

    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. 🪧21.3 Miles
    3. 📍Pembroke Dock
  17. 🏢

    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. 🪧23.1 Miles
  18. 🏢

    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. 🪧23.5 Miles
    3. 📍Narberth
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