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Find FCA registered Financial Advisers Near Me in Trevaughan SA34

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We have found 57 relevant financial adviser firms within 30 miles of Trevaughan SA34. Showing page 1 of 4.

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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. 🪧8.3 Miles
    2. 📍Saundersfoot
  3. 🏢

    Pembrokeshire Wealth Management LTD

    FCA reg no.
    763082
    FCA authorised date:
    28/10/16
    Pembrokeshire Wealth Management offers expert financial planning and regulated advice in the Dyfed region, specialising in wealth management services, pension management, retirement advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Narberth
  4. 🏢

    Keith Higginson Financial Services Limited

    FCA reg no.
    221540
    FCA authorised date:
    01/05/03
    Keith Higginson Financial Services, based in Narberth, offers a range of financial solutions including insurance, investment strategies, and pensions advice. Known for high-quality, tailored services, they are trusted partners in financial planning.
    1. ✔2 Financial Advisers
    2. 🪧5.2 Miles
    3. 📍Narberth
  5. 🏢

    More Wealth Management

    FCA reg no.
    531269
    FCA authorised date:
    09/09/10
    More Wealth Management, based in Narberth, provides bespoke financial solutions including insurance, investments, pension advice, and comprehensive financial planning. As a regulated, trustworthy firm, we ensure professional, personalised advice for a secure financial future.
    1. ✔4 Financial Advisers
    2. 🪧5.6 Miles
    3. 📍Narberth
  6. 🏢

    Banyard Independent Advice Services LTD

    FCA reg no.
    797019
    FCA authorised date:
    01/03/18
    Banyard IFA, situated near Saundersfoot's coast, offers expert financial planning advice on life, investments, pensions, and retirement. They are celebrated for their knowledgeable, tailored advice and service to diverse clientele.
    1. ✔2 Financial Advisers
    2. 🪧8.1 Miles
    3. 📍Saundersfoot
  7. 🏢

    Willcox Financial Limited

    FCA reg no.
    187724
    FCA authorised date:
    14/07/15
    Willcox Financial Limited, situated near Sageston, offers FCA-regulated financial guidance, specialising in personalised planning for areas like insurance and pensions, aiming to help clients achieve financial goals.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
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  9. 🏢

    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. 🪧13.2 Miles
    3. 📍Carmarthen
  10. 🏢

    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. 🪧13.2 Miles
    3. 📍Carmarthen
  11. 🏢

    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. 🪧13.3 Miles
    3. 📍Carmarthen
  12. 🏢

    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. 🪧13.4 Miles
    4. 📍Carmarthen
  13. 🏢

    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. 🪧13.6 Miles
    4. 📍Carmarthen
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  15. 🏢

    Hedley Asset Management Limited

    FCA reg no.
    181210
    FCA authorised date:
    01/12/01
    Hedley Asset Management Limited, an FCA registered company in Haverfordwest, offers personalized financial advice and services including investments, pensions, and retirement planning with integrity and transparency.
    1. ✔3 Financial Advisers
    2. 🪧15.2 Miles
    3. 📍Haverfordwest
  16. 🏢

    Prism Independent Financial Management LTD

    FCA reg no.
    426567
    FCA authorised date:
    21/04/05
    Prism Independent Financial Management Ltd is a regulated firm in Haverfordwest, offering personalised financial advice on life, investments, and pension planning to clients across GB.
    1. ✔1 Financial Adviser
    2. 🪧15.2 Miles
    3. 📍Haverfordwest
  17. 🏢

    MT Polo Limited

    FCA reg no.
    424062
    FCA authorised date:
    14/03/05
    MT Polo Limited, based in Haverfordwest, GB, is a reputable firm offering regulated financial planning advice on life investments, pensions, and retirement, serving diverse clients across surrounding areas. Fully FCA regulated.
    1. ✔4 Financial Advisers
    2. ✔10 Mortgage Brokers
    3. 🪧15.3 Miles
    4. 📍Haverfordwest
  18. 🏢

    Thomas and Thomas Financial Services LTD

    FCA reg no.
    479335
    FCA authorised date:
    01/04/08
    Thomas and Thomas, a reputable financial planning firm, offers personalised, regulated financial advice including investment planning and retirement advice. Based in Haverfordwest, they serve local clients with targeted strategies under strict industry standards.
    1. ✔2 Financial Advisers
    2. 🪧15.7 Miles
    3. 📍Haverfordwest
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