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Find FCA registered Financial Advisers Near Me in Tregaron

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We have found 23 relevant financial adviser firms within 30 miles of Tregaron. Showing page 1 of 2.

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  2. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧42.4 Miles
    4. 📍Tredegar
  3. 👤

    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. 🪧48.5 Miles
    2. 📍Saundersfoot
  4. 🏢

    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. 🪧9.5 Miles
  5. 🏢

    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. 🪧9.7 Miles
    3. 📍Lampeter
  6. 🏢

    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. 🪧14.8 Miles
    3. 📍Aberystwyth
  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. 🪧15.3 Miles
    3. 📍Aberystwyth
  8. 🏢

    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. 🪧17.5 Miles
    3. 📍Llanwrda
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  10. 🏢

    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. 🪧22.9 Miles
    3. 📍Llanidloes
  11. 🏢

    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. 🪧23.2 Miles
    4. 📍Llandeilo
  12. 🏢

    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. 🪧23.5 Miles
    3. 📍Llandeilo
  13. 🏢

    Haydn Lewis Financial Services LTD

    FCA reg no.
    664880
    FCA authorised date:
    14/01/15
    Haydn Lewis Financial Services Ltd is a robust financial planning firm in Llandrindod Wells, Powys, offering regulated advice and a comprehensive array of financial services. Serving local families, they expertly guide clients through complex monetary decisions.
    1. ✔2 Financial Advisers
    2. 🪧23.6 Miles
    3. 📍Llandrindod Wells
  14. 🏢

    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. 🪧25.8 Miles
    3. 📍Caersws
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  16. 🏢

    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. 🪧26 Miles
    4. 📍Newcastle Emlyn
  17. 🏢

    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. 🪧29.2 Miles
    4. 📍Llanelli
  18. 🏢

    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. 🪧29.5 Miles
    3. 📍Ammanford
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