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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 5 of 11.

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  2. 🏢

    Tailored Financial Advice LTD

    FCA reg no.
    753915
    FCA authorised date:
    01/11/16
    Swansea-based Tailored Financial Advice Ltd offers comprehensive, client-centric financial planning services including life investments, retirement advice, and pension planning to individuals, families, and businesses in West Glamorgan.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧51.7 Miles
    4. 📍Swansea
  3. 🏢

    OAKDALE FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    228222
    FCA authorised date:
    21/01/04
    OAKDALE FINANCIAL MANAGEMENT LIMITED, located near Crickhowell, is renowned for expert financial planning and regulated advice in Powys and surrounding regions. Known for their client-focused strategies, they specialize in life investments and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧51.8 Miles
    3. 📍Crickhowell
  4. 🏢

    Mark Horner

    FCA reg no.
    544537
    FCA authorised date:
    01/06/11
    Mark Horner is a seasoned FCA-regulated financial firm in Swansea offering expert advice on life investments, pensions retirement planning, and tailored financial planning, serving Birchgrove and West Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧51.8 Miles
    3. 📍Swansea
  5. 🏢

    KATH ATKIN-BOWDLER FINANCIAL SERVICES LTD

    FCA reg no.
    762282
    FCA authorised date:
    20/10/16
    Vision IFP is a Swansea-based financial planning firm specializing in final salary pension transfers. It offers a comprehensive range of services, including life insurance, investments, and retirement advice. Regulated by the FCA under number 762282.
    1. ✔1 Financial Adviser
    2. 🪧52.4 Miles
    3. 📍Swansea
  6. 🏢

    UNA VITA FINANCIAL PLANNING LIMITED

    FCA reg no.
    930699
    FCA authorised date:
    18/01/21
    Better World Financial Planning Limited is a FCA-regulated team of financial advisors in Oswestry, Shropshire, offering personalised investment, pension and financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧52.7 Miles
    3. 📍Oswestry
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  8. 🏢

    Hexagon Wealth Limited

    FCA reg no.
    483403
    FCA authorised date:
    01/07/08
    Regulated financial services firm, Hexagon Wealth Limited, specialises in life insurance, investments, pensions retirement advice and comprehensive financial planning in Swansea and West Glamorgan region.
    1. ✔10 Financial Advisers
    2. 🪧52.8 Miles
    3. 📍Swansea
  9. 🏢

    AJH Financial Services LTD

    FCA reg no.
    226955
    FCA authorised date:
    13/11/03
    Located in Swansea, AJH Financial Services Ltd is a top provider of regulated financial advice. Known for personalized financial planning, they serve both individuals and businesses in the local area.
    1. ✔3 Financial Advisers
    2. 🪧52.8 Miles
    3. 📍Swansea
  10. 🏢

    Significant Financial Limited

    FCA reg no.
    952089
    FCA authorised date:
    19/11/21
    Based in Shropshire, Significant Financial Limited is a regulated financial firm specialising in expert comprehensive financial planning advice, including pensions and investments, with a commitment to client-focused solutions.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧52.8 Miles
    4. 📍Shropshire
  11. 🏢

    HOWARD EVANS FINANCIAL SERVICES LIMITED

    FCA reg no.
    436295
    FCA authorised date:
    13/09/05
    Howard Evans Financial Services, based in Neath, West Glamorgan, is a trusted provider of regulated financial advice, offering comprehensive services such as life and investment planning, and pension retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧53 Miles
    3. 📍Neath
  12. 🏢

    Mid & West IFA Limited

    FCA reg no.
    610287
    FCA authorised date:
    01/04/14
    Mid & West IFA Limited is a well-established Shropshire-based financial planning firm. Regulated by the FCA, it offers personalised life and investment services, retirement advice, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧53.1 Miles
    3. 📍Oswestry
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  14. 🏢

    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. 🪧53.2 Miles
    3. 📍Swansea
  15. 🏢

    Martin Jones Financial Services Limited

    FCA reg no.
    745461
    FCA authorised date:
    28/04/16
    Based in Liverpool, Martin Jones Financial Services Limited provides tailored financial planning solutions, including investments and retirement plans. This FCA-regulated firm serves the Merseyside area with expertise and reliability.
    1. ✔1 Financial Adviser
    2. 🪧53.2 Miles
    3. 📍Oswestry
  16. 🏢

    Resolute Financial Planning LTD

    FCA reg no.
    954596
    FCA authorised date:
    09/11/21
    Resolute Financial Planning Ltd is an FCA regulated firm offering expert financial services focused on life investments and retirement planning in Mid Glamorgan and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧53.3 Miles
    3. 📍Merthyr Tydfil
  17. 🏢

    John Davies Investment and Mortgage Services LLP

    FCA reg no.
    607940
    FCA authorised date:
    09/01/14
    John Davies Investments & Mortgage Services LLP is an Oswestry-based financial firm providing insurance, investment, pension advice, and comprehensive financial planning. Regulated by FCA, they tailor their trusted services to individual client needs.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧53.4 Miles
    4. 📍Oswestry
  18. 🏢

    Steven Davies

    FCA reg no.
    569697
    FCA authorised date:
    28/05/15
    Steven Davies is a reputable FCA-regulated financial planning firm in Neath, West Glamorgan, providing advice on investments, pensions, and final salary pension transfers. Committed to personalized client solutions.
    1. ✔1 Financial Adviser
    2. 🪧53.4 Miles
    3. 📍Neath
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