Find FCA registered Financial Advisers Near Me in Y Bala
We have found 66 relevant financial adviser firms within 30 miles of Y Bala. Showing page 1 of 5.
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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
- 🪧13.1 Miles
- 📍Oswestry
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J S Jones IFA Limited
- FCA reg no.
- 624888
- FCA authorised date:
- 03/11/14
Based in Dolgellau, J S Jones IFA Limited is an authorised financial planning firm offering reliable life investment, retirement advice, and strategic financial planning services across Gwynedd. Known for their tailored and personal approach.- ✔2 Financial Advisers
- 🪧16.7 Miles
- 📍Dolgellau
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JUST INVESTMENT STRATEGIES LIMITED
- FCA reg no.
- 431390
- FCA authorised date:
- 16/06/05
Just Investment Strategies Ltd is a FCA-regulated firm in Ruthin, Clwyd, offering tailored financial services, including life and investments, pensions retirement advice, and comprehensive financial planning to clients in North Wales and beyond.- ✔3 Financial Advisers
- 🪧18.4 Miles
- 📍Ruthin
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Financial Simplicity
- FCA reg no.
- 403316
- FCA authorised date:
- 30/10/15
Financial Simplicity, based in Ruthin, Clwyd, is a distinguished FCA-regulated firm specializing in comprehensive financial planning, pensions retirement planning, and final salary pension transfers across the UK.- ✔1 Financial Adviser
- 🪧18.7 Miles
- 📍Ruthin
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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
- 🪧18.9 Miles
- 📍Penrhyndeudraeth
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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 Financial Adviser
- 🪧19.7 Miles
- 📍Oswestry
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Christopher J Jones Wealth Management LTD
- FCA reg no.
- 845117
- FCA authorised date:
- 17/02/20
Christopher J Jones Wealth Management Ltd is a FCA regulated firm, providing expert financial planning and retirement advice from its Ruthin-based office to Clwyd and surrounding areas.- ✔1 Financial Adviser
- 🪧20 Miles
- 📍Ruthin
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GMH Financial Consultants LTD
- FCA reg no.
- 776290
- FCA authorised date:
- 10/04/17
GMH Financial Consultants Ltd are FCA-registered advanced financial planners in Harlech, Gwynedd, specialising in life, investments, and pension retirement advice, with a focus on personalised client service.- ✔1 Financial Adviser
- 🪧20.6 Miles
- 📍Harlech
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Comprehensive Financial Planning Limited
- FCA reg no.
- 602295
- FCA authorised date:
- 01/10/13
Comprehensive Financial Planning Limited is a FCA-regulated financial consultancy from Weston Rhyn, Oswestry, specialising in life investments, pensions, and comprehensive financial planning, serving Oswestry, Shropshire and surrounding areas.- ✔1 Financial Adviser
- 🪧21.9 Miles
- 📍Oswestry
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Sterling (porthmadog) Cyf
- FCA reg no.
- 576846
- FCA authorised date:
- 06/07/12
Sterling (Porthmadog) Cyf is an FCA-regulated finance firm specializing in life, investments, and pensions retirement advice, providing tailored financial planning solutions to residents of Porthmadog and surrounding counties.- ✔1 Financial Adviser
- 🪧22.3 Miles
- 📍Porthmadog
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Lawrence Sheridan Millar
- FCA reg no.
- 131526
- FCA authorised date:
- 01/12/01
D J Lawrence & Associates is a trustworthy, FCA-regulated financial advice firm based in Porthmadog, specializing in life decisions, investments, and retirement planning with a customer-centric approach.- ✔1 Financial Adviser
- 🪧22.4 Miles
- 📍Porthmadog
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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 Financial Adviser
- 🪧22.8 Miles
- 📍Oswestry
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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 Financial Adviser
- ✔1 Mortgage Broker
- 🪧22.8 Miles
- 📍Oswestry
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Beaumont Financial Planners Limited
- FCA reg no.
- 772710
- FCA authorised date:
- 25/08/17
Shropshire-based Beaumont Financial Planners Ltd offers tailored, understandable advice on investments, insurance, and retirement planning. Regulated by the FCA, their expert team simplifies complex financial matters, extending their trusted services beyond Oswestry.- ✔6 Financial Advisers
- 🪧23 Miles
- 📍Oswestry
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Jason Tyler
- FCA reg no.
- 595676
- FCA authorised date:
- 08/02/13
Jason Tyler is a FCA-regulated financial services firm in Oswestry, Shropshire offering comprehensive financial advice, insurance and investment planning for individuals and businesses.- ✔1 Financial Adviser
- 🪧23 Miles
- 📍Oswestry
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