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Find FCA registered Financial Advisers Near Me in SY23 3


We have found 204 relevant financial adviser firms within 60 miles of SY23 3. Showing page 2 of 14.

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  2. 🏢

    Red Dot (cymru) LTD

    FCA reg no.
    302540
    FCA authorised date:
    31/10/04
    Red Dot Group, a leading financial services firm in Llandeilo, Dyfed, offers personalized, regulated financial advice across the UK, specializing in life, investment and retirement planning. FCA recognized under number 302540.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧36.7 Miles
    4. 📍Llandeilo
  3. 🏢

    IRP Wealth Planning LLP

    FCA reg no.
    452357
    FCA authorised date:
    02/10/12
    IRP Wealth Planning LLP is a trusted financial services firm based in Llandeilo, offering tailored advice on life insurance, pensions, investment planning, and salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧37 Miles
    3. 📍Llandeilo
  4. 🏢

    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. 🪧37.4 Miles
    3. 📍Cardigan
  5. 🏢

    Cwmni Arian Cyf

    FCA reg no.
    925647
    FCA authorised date:
    05/05/20
    Cwmni Arian Cyf is a Pwllheli-based, FCA regulated financial advisory firm specialising in life investments, final salary pension transfers and comprehensive retirement planning services. They focus on aiding clients navigate their financial journey with expert advice.
    1. ✔1 Financial Adviser
    2. 🪧37.8 Miles
    3. 📍Pwllheli
  6. 🏢

    Adrian Davies

    FCA reg no.
    1015574
    FCA authorised date:
    25/07/24
    Adrian Davies is an FCA-regulated firm near Oswestry, specialising in insurance solutions, investment guidance, and bespoke financial planning. Known for its tailored approach, it offers reliable and regulated services to both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧38.1 Miles
    3. 📍Oswestry
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  8. 🏢

    Personal Asset Management Wealth Limited

    FCA reg no.
    999157
    FCA authorised date:
    05/07/23
    FCA-regulated firm Personal Asset Management Wealth Limited, based in Powys, specialises in life investments, final salary pension transfers, and retirement advice. They provide superior, personalised financial planning services to a broad client base.
    1. ✔2 Financial Advisers
    2. 🪧39.1 Miles
    3. 📍Knighton
  9. 🏢

    Caleb Roberts Financial Management LTD

    FCA reg no.
    497107
    FCA authorised date:
    06/04/09
    Caleb Roberts Financial Management Ltd is a FCA-regulated firm offering expert life investments, pension retirement advice, and comprehensive financial planning to the Powys and wider GB region. Renowned for their tailored, client-focused approach, they balance professional expertise with a personal... read full company profile
    1. ✔4 Financial Advisers
    2. 🪧40.6 Miles
    3. 📍Brecon
  10. 🏢

    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. 🪧41.2 Miles
    4. 📍Carmarthen
  11. 🏢

    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. 🪧41.2 Miles
    4. 📍Carmarthen
  12. 🏢

    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. 🪧41.2 Miles
    3. 📍Carmarthen
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  14. 🏢

    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. 🪧41.3 Miles
    3. 📍Carmarthen
  15. 🏢

    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. 🪧41.4 Miles
    3. 📍Carmarthen
  16. 🏢

    ROBERTS KEEN INDEPENDENT FINANCIAL ADVISERS LIMITED

    FCA reg no.
    737641
    FCA authorised date:
    10/10/16
    Roberts Keen Independent Financial Advisers Limited is a FCA-regulated firm based in Llanelli, Dyfed, offering comprehensive financial planning services. They specialize in life investments and pension retirement advice.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧42.4 Miles
    4. 📍Llanelli
  17. 🏢

    I Planning Wealth Management LTD

    FCA reg no.
    553307
    FCA authorised date:
    03/10/11
    I Planning Wealth Management Ltd in Ammanford, Dyfed provides trustworthy financial planning services, specialising in life and investments, pensions, retirement guidance, and tailored financial strategies.
    1. ✔3 Financial Advisers
    2. 🪧43 Miles
    3. 📍Ammanford
  18. 🏢

    GSL Financial Consultants Limited

    FCA reg no.
    467055
    FCA authorised date:
    20/11/23
    GSL Financial Consultants offers comprehensive financial planning and expert advice in investment, pension transfers, and retirement for a secure financial future across GB. FCA-regulated firm specialising in tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧43.1 Miles
    3. 📍Llanelli
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