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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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  2. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧23.3 Miles
    3. 📍Carmarthen
  3. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧23.4 Miles
    3. 📍Carmarthen
  4. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧23.5 Miles
    3. 📍Carmarthen
  5. 🏢

    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.
    1. ✔2 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧23.6 Miles
    4. 📍Carmarthen
  6. 🏢

    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. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧23.7 Miles
    4. 📍Carmarthen
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧25.4 Miles
    3. 📍Llanelli
  9. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧26.3 Miles
    3. 📍Swansea
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧26.9 Miles
    3. 📍Llanelli
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧27.4 Miles
    3. 📍Llanelli
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧27.6 Miles
    3. 📍Llanelli
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  14. 🏢

    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. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧27.7 Miles
    4. 📍Newcastle Emlyn
  15. 🏢

    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. 🪧27.9 Miles
    3. 📍Cardigan
  16. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧27.9 Miles
    3. 📍Llanelli
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧28.1 Miles
    3. 📍Llanelli
  18. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧28.2 Miles
    3. 📍Swansea
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