Find FCA registered Financial Advisers Near Me in SA70 8
We have found 34 relevant financial adviser firms within 30 miles of SA70 8. Showing page 2 of 3.
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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
- 🪧23.3 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
- 🪧23.4 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
- 🪧23.5 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
- 🪧23.6 Miles
- 📍Carmarthen
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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
- 🪧23.7 Miles
- 📍Carmarthen
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L J Taffetsauffer Wealth Management Limited
- FCA reg no.
- 786256
- FCA authorised date:
- 08/08/17
L J Taffetsauffer Wealth Management Ltd provides tailored financial advice in Llanelli, specialising in life & investment planning and pensions retirement. Regulated by the FCA, they assist individuals and businesses alike.- ✔1 Financial Adviser
- 🪧25.4 Miles
- 📍Llanelli
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Copperstone Financial Services LTD
- FCA reg no.
- 448232
- FCA authorised date:
- 03/04/06
Copperstone Financial Services Ltd provides trusted, regulated financial advice in Swansea and West Glamorgan. Experts in investments, pensions, and retirement plans, they focus on secure and comprehensive financial planning.- ✔2 Financial Advisers
- 🪧26.3 Miles
- 📍Swansea
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Roberts Wealth & Financial Planning LTD
- FCA reg no.
- 974434
- FCA authorised date:
- 22/04/22
Roberts Wealth & Financial Planning Ltd, a Dyfed-based financial services firm, offers comprehensive financial planning and regulated advice specializing in life investments and retirement planning. Known for their personalized customer-focused approach.- ✔1 Financial Adviser
- 🪧26.9 Miles
- 📍Llanelli
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EWM Financial Consultancy LTD
- FCA reg no.
- 742491
- FCA authorised date:
- 31/03/16
EWM Financial Consultancy Ltd, a trusted FCA-regulated firm in Llanelli, specializes in insurance, investments, financial planning and pensions advice, providing tailored, customer-focused solutions across South Wales.- ✔1 Financial Adviser
- 🪧27.4 Miles
- 📍Llanelli
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Allistair Reynolds
- FCA reg no.
- 942318
- FCA authorised date:
- 05/01/21
Allistair Reynolds is a reputable financial firm in Llanelli, providing tailored financial solutions including life and investment advice, pensions retirement planning, and overall financial planning. Highly praised for prioritising clients' best interests.- ✔1 Financial Adviser
- 🪧27.6 Miles
- 📍Llanelli
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DBD Financial Limited
- FCA reg no.
- 799349
- FCA authorised date:
- 24/01/18
DBD Financial, authorized by FCA under 799349, is a leading financial advisory firm in Newcastle Emlyn, offering pensions advice, final salary transfers, and comprehensive financial planning to local families and first-time investors.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧27.7 Miles
- 📍Newcastle Emlyn
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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.- ✔2 Financial Advisers
- 🪧27.9 Miles
- 📍Cardigan
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Paul Rodriguez Wealth Management Limited
- FCA reg no.
- 536898
- FCA authorised date:
- 30/11/10
Paul Rodriguez Wealth Management Limited in Llanelli, Dyfed, is an FCA-regulated firm providing tailored financial advice, specialising in investments, retirement planning, pension transfers, and life insurance.- ✔3 Financial Advisers
- 🪧27.9 Miles
- 📍Llanelli
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Andrew M Williams Wealth Management LTD
- FCA reg no.
- 546286
- FCA authorised date:
- 14/04/11
Andrew M Williams Wealth Management Ltd is a trusted financial firm in Llanelli, Dyfed, specializing in life investments, pension transfers, and comprehensive financial planning. They offer professional and approachable financial guidance.- ✔2 Financial Advisers
- 🪧28.1 Miles
- 📍Llanelli
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John Phillips Financial Planning LLP
- FCA reg no.
- 630436
- FCA authorised date:
- 05/11/14
John Phillips Financial Planning LLP, based near Swansea, is a trustworthy and FCA regulated firm specialising in life insurance, investments, and retirement advice. They provide personalised and regulated financial services in West Glamorgan.- ✔2 Financial Advisers
- 🪧28.2 Miles
- 📍Swansea
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