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Find FCA registered Financial Advisers Near Me in SY23 5

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We have found 177 relevant financial adviser firms within 60 miles of SY23 5. Showing page 1 of 12.

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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. 🪧46.3 Miles
    2. 📍Saundersfoot
  3. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧97.8 Miles
    3. 📍Taunton
  4. 🏢

    DOJ Wealth Management Limited

    FCA reg no.
    402030
    FCA authorised date:
    12/07/04
    DOJ Wealth Management Limited, based in Aberystwyth, specializes in tailored financial services including life investments and pension advice. Regulated by the FCA, they prioritize trustworthy, client-focused advice to secure your financial future.
    1. ✔2 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Aberystwyth
  5. 🏢

    Cyfri Cyfyngedig

    FCA reg no.
    171029
    FCA authorised date:
    06/09/24
    Cyfri Cyfyngedig, located in Dyfed, provides comprehensive financial advice and planning services. Renowned for being trustworthy and approachable, it offers investments, pensions, and retirement advice. Registered with the FCA (171029).
    1. ✔2 Financial Advisers
    2. 🪧11.5 Miles
  6. 🏢

    Pedr Financial Planning Cyf

    FCA reg no.
    800006
    FCA authorised date:
    10/11/23
    Pedr Financial Planning Cyf, an FCA-regulated firm in Lampeter, Dyfed, offers expertise in financial planning and advisory services such as insurance, investments, and retirement planning across GB.
    1. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Lampeter
  7. 🏢

    STERLING ASSET MANAGEMENT LTD

    FCA reg no.
    627725
    FCA authorised date:
    13/10/14
    Sterling Asset Management Ltd, based in Dyfed near Aberystwyth, is a FCA-recognized financial firm specializing in life investments and retirement advice with extensive regional coverage.
    1. ✔2 Financial Advisers
    2. 🪧12.5 Miles
    3. 📍Aberystwyth
  8. 🏢

    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. 🪧21.9 Miles
    4. 📍Newcastle Emlyn
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  10. 🏢

    George Rashbrook

    FCA reg no.
    981175
    FCA authorised date:
    18/08/22
    George Rashbrook is a highly-regarded, FCA-regulated financial firm in Carmarthen, known for specialist services including life investments, pension advice, and strategic final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧23.6 Miles
    3. 📍Llanwrda
  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. 🪧26.1 Miles
    3. 📍Cardigan
  12. 🏢

    Countryside Financial Services LTD

    FCA reg no.
    837291
    FCA authorised date:
    20/03/19
    Countryside Financial Services Ltd, located in Llanidloes, Powys, GB, is a FCA-regulated firm specialising in financial advice, retirement guidance and personalised financial plans. Approachable and reliable, they empower local financial decisions.
    1. ✔1 Financial Adviser
    2. 🪧27.7 Miles
    3. 📍Llanidloes
  13. 🏢

    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. 🪧27.8 Miles
    4. 📍Llandeilo
  14. 🏢

    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. 🪧28 Miles
    3. 📍Llandeilo
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  16. 🏢

    Chris Venables

    FCA reg no.
    1020305
    FCA authorised date:
    24/10/24
    Chris Venables is a UK-based, FCA-regulated firm providing expert financial guidance and retirement advice. They specialize in managing pensions, final salary pension transfers, life investments, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧29.7 Miles
    3. 📍Caersws
  17. 🏢

    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. 🪧29.9 Miles
    4. 📍Carmarthen
  18. 🏢

    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. 🪧29.9 Miles
    4. 📍Carmarthen
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