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Find FCA registered Financial Advisers Near Me in Welshpool / Y Trallwng


We have found 74 relevant financial adviser firms within 30 miles of Welshpool / Y Trallwng. Showing page 3 of 5.

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  2. 🏢

    Mardon Financial Advisers Limited

    FCA reg no.
    538272
    FCA authorised date:
    23/12/10
    Shrewsbury-based Mardon Financial Advisers, regulated under FCA number 538272, specialises in strategic financial planning, offering a range of services like investment advice and retirement planning. Known for client-focused, tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧18 Miles
    3. 📍Shrewsbury
  3. 🏢

    Portland Financial Planning Limited

    FCA reg no.
    917079
    FCA authorised date:
    01/09/20
    Portland Financial Planning Limited, is a FCA-regulated firm in Shrewsbury, Shropshire, offering expert financial planning services like investment consultancies and pensions retirement advice tailored to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧18.1 Miles
    3. 📍Shrewsbury
  4. 🏢

    Lewis Wealth Management Limited

    FCA reg no.
    598482
    FCA authorised date:
    03/04/13
    Lewis Wealth Management Limited, based in Shrewsbury, offers expert financial services including investment and retirement advice. Backed by FCA regulation, they prioritise client needs with personalised, professional guidance.
    1. ✔2 Financial Advisers
    2. 🪧18.2 Miles
    3. 📍Shrewsbury
  5. 🏢

    Sweetman Financial Planning LTD

    FCA reg no.
    921383
    FCA authorised date:
    19/02/20
    Sweetman Financial Planning Ltd, a FCA regulated firm in Shrewsbury, offers professional advice on life investments, pensions, and financial planning tailored to individual needs. Serving Shropshire with reliable, trustworthy advice.
    1. ✔1 Financial Adviser
    2. 🪧18.2 Miles
    3. 📍Shrewsbury
  6. 🏢

    Higgs Financial Solutions Limited

    FCA reg no.
    987499
    FCA authorised date:
    22/11/22
    Higgs Financial Solutions Limited, based in Shrewsbury Business Park, offers comprehensive, regulated financial services from life investment to retirement advice. They serve Shropshire and surrounding counties with customised, professional financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧18.2 Miles
    3. 📍Shrewsbury
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  8. 🏢

    GEE 7 WEALTH MANAGEMENT LIMITED

    FCA reg no.
    455935
    FCA authorised date:
    17/10/06
    GEE 7 WEALTH is a Shrewsbury-based firm providing diverse financial services. Regulated by the FCA, they specialise in life investments, pensions advice and comprehensive financial planning, tailoring solutions to client's needs.
    1. ✔5 Financial Advisers
    2. 🪧18.2 Miles
    3. 📍Shrewsbury
  9. 🏢

    Darwin Wealth Management LTD

    FCA reg no.
    569771
    FCA authorised date:
    15/02/18
    Darwin Wealth Management Ltd is a trusted financial institution in Shrewsbury, offering expert advice on life and investment management, pensions retirement, and final salary pension transfers with a client-focused approach.
    1. ✔4 Financial Advisers
    2. 🪧18.2 Miles
    3. 📍Shrewsbury
  10. 🏢

    Roger T Hulme Limited

    FCA reg no.
    149922
    FCA authorised date:
    01/12/01
    Roger T Hulme Limited is a Shrewsbury-based firm offering tailored financial planning and regulated advice. Specializing in various insurance and investment sectors, they are committed to providing trustworthy financial guidance.
    1. ✔3 Financial Advisers
    2. 🪧18.3 Miles
    3. 📍Shrewsbury
  11. 🏢

    Ede Financial LTD

    FCA reg no.
    1019471
    FCA authorised date:
    27/09/24
    Ede Financial Ltd, based in Shrewsbury, offers reliable financial services including investment guidance, retirement advice, and thorough financial planning for both individuals and businesses. As a regulated FCA entity, their team is dedicated to fulfilling specific financial objectives.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Shrewsbury
  12. 🏢

    Richard Benson

    FCA reg no.
    1012720
    FCA authorised date:
    10/04/24
    Richard Benson is a reputable, FCA-registered financial services firm in Ellesmere, Shropshire. Specializing in investment solutions and pensions advice, the team delivers personalized, regulated financial guidance to Midlands residents and beyond.
    1. ✔1 Financial Adviser
    2. 🪧18.8 Miles
    3. 📍Ellesmere
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  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. 🪧19.4 Miles
    3. 📍Caersws
  15. 🏢

    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. 🪧20.3 Miles
    4. 📍Shropshire
  16. 🏢

    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 Miles
    3. 📍Llanidloes
  17. 🏢

    Personal Asset Management Wealth Limited

    FCA reg no.
    999157
    FCA authorised date:
    05/07/23
    FCA-regulated firm Personal Asset Management Wealth Limited, based in Powys, specialises in life investments, final salary pension transfers, and retirement advice. They provide superior, personalised financial planning services to a broad client base.
    1. ✔2 Financial Advisers
    2. 🪧22.4 Miles
    3. 📍Knighton
  18. 🏢

    Meaning Financial Limited

    FCA reg no.
    542145
    FCA authorised date:
    01/08/11
    Meaning Financial Limited, based in Shrewsbury, offers regulated financial services like life insurance, investments, and retirement advice. Our experienced team strives for your financial success. Located in Besford Wood, SY4 5QD.
    1. ✔1 Financial Adviser
    2. 🪧22.7 Miles
    3. 📍Shrewsbury
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