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Find FCA registered Financial Advisers Near Me in SY25 6


We have found 295 relevant financial adviser firms within 60 miles of SY25 6. Showing page 2 of 20.

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  2. 🏢

    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. 🪧31.2 Miles
    4. 📍Carmarthen
  3. 🏢

    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. 🪧31.2 Miles
    4. 📍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. 🪧31.3 Miles
    3. 📍Carmarthen
  5. 🏢

    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. 🪧31.4 Miles
    3. 📍Brecon
  6. 🏢

    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. 🪧31.4 Miles
    3. 📍Carmarthen
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  8. 🏢

    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. 🪧31.5 Miles
    3. 📍Carmarthen
  9. 🏢

    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. 🪧31.6 Miles
    3. 📍Ammanford
  10. 🏢

    Philip Evans & Associates

    FCA reg no.
    138916
    FCA authorised date:
    01/12/01
    Philip Evans & Associates is a regulated financial advisory firm based in Dyfed, specialising in life investments, pensions retirement advice, and holistic financial planning for individuals and families.
    1. ✔1 Financial Adviser
    2. 🪧31.8 Miles
    3. 📍Ammanford
  11. 🏢

    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. 🪧31.9 Miles
    3. 📍Llanelli
  12. 🏢

    Rees Astley Independent Financial Advisers Limited

    FCA reg no.
    148187
    FCA authorised date:
    01/12/01
    Rees Astley, a renowned financial planning firm in Newtown, GB, offers dedicated, client-focused services including life and investments planning, and pension advice. Regulated by the FCA, they're committed to effective financial management.
    1. ✔3 Financial Advisers
    2. 🪧32.1 Miles
    3. 📍Newtown
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  14. 🏢

    MPFS Wealth Management Limited

    FCA reg no.
    941765
    FCA authorised date:
    17/05/21
    FCA-regulated MPFS Wealth Management Limited offers professional financial planning, specializing in life investments and tailored pensions advice. Serving Dyfed and surrounding regions, they combine expertise with a friendly approach for secure financial planning.
    1. ✔2 Financial Advisers
    2. 🪧32.2 Miles
    3. 📍Llanelli
  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. 🪧32.7 Miles
    3. 📍Cardigan
  16. 🏢

    J S Jones IFA Limited

    FCA reg no.
    624888
    FCA authorised date:
    03/11/14
    Based in Dolgellau, J S Jones IFA Limited is an authorised financial planning firm offering reliable life investment, retirement advice, and strategic financial planning services across Gwynedd. Known for their tailored and personal approach.
    1. ✔2 Financial Advisers
    2. 🪧34.1 Miles
    3. 📍Dolgellau
  17. 🏢

    Catrin Edwards Independent Financial Services LTD

    FCA reg no.
    956757
    FCA authorised date:
    13/08/21
    Vision IFP is a reputable financial advisory firm, registered with the FCA, offering expert services in life investments, pensions, and financial planning in Swansea and the surrounding Dyfed region.
    1. ✔1 Financial Adviser
    2. 🪧34.6 Miles
    3. 📍Swansea
  18. 🏢

    CARNWYLLON WEALTH MANAGEMENT LIMITED

    FCA reg no.
    512448
    FCA authorised date:
    16/02/10
    Carnwyllon Wealth Management Ltd, an FCA registered firm in Llanelli, offers dependable financial planning, retirement advice, and innovative solutions in a client-focused and approachable manner.
    1. ✔2 Financial Advisers
    2. 🪧35.2 Miles
    3. 📍Llanelli
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