Find FCA registered Financial Advisers Near Me in Trefechan SY23
We have found 161 relevant financial adviser firms within 60 miles of Trefechan SY23. Showing page 2 of 11.
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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 Financial Adviser
- 🪧36.1 Miles
- 📍Pwllheli
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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.- ✔2 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧36.3 Miles
- 📍Llandeilo
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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.- ✔2 Financial Advisers
- 🪧36.6 Miles
- 📍Llandeilo
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Peter Vaughan Jones
- FCA reg no.
- 150161
- FCA authorised date:
- 01/12/01
Peter Vaughan Jones is an FCA-regulated financial firm in Penrhyndeudraeth, Gwynedd, providing expert advice on investments, retirement and financial planning. Known for their personalised service and commitment to transparency.- ✔1 Financial Adviser
- 🪧36.9 Miles
- 📍Penrhyndeudraeth
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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
- 🪧39.1 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
- 🪧39.1 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
- 🪧39.1 Miles
- 📍Carmarthen
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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
- 🪧39.2 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
- 🪧39.3 Miles
- 📍Carmarthen
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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.- ✔3 Financial Advisers
- ✔1 Mortgage Broker
- 🪧41.6 Miles
- 📍Llanelli
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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 Financial Adviser
- 🪧42.2 Miles
- 📍Oswestry
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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 Financial Adviser
- 🪧42.4 Miles
- 📍Llanelli
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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.- ✔2 Financial Advisers
- 🪧42.4 Miles
- 📍Llanelli
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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.- ✔3 Financial Advisers
- 🪧42.6 Miles
- 📍Ammanford
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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 Financial Adviser
- 🪧42.8 Miles
- 📍Ammanford
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