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Find FCA registered Financial Advisers Near Me in Barry Dock CF63


We have found 371 relevant financial adviser firms within 30 miles of Barry Dock CF63. Showing page 6 of 25.

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  2. 🏢

    David Reid

    FCA reg no.
    1013723
    FCA authorised date:
    10/06/24
    Based in Cardiff, David Reid is an FCA-registered financial firm specializing in pensions, investments, and financial planning. Known for client-centric, tailored services, it extends to individuals and businesses in South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧8.2 Miles
    3. 📍Cardiff
  3. 🏢

    JWA Financial Planning LTD

    FCA reg no.
    798772
    FCA authorised date:
    01/06/18
    JWA Financial Planning Ltd is a leading FCA registered firm in Cardiff, providing expert advice on investments, pensions, and life insurance. They are renowned for their client-centred approach, transparency, and comprehensive financial solutions.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧8.4 Miles
    4. 📍Cardiff
  4. 🏢

    Chess Private Wealth Limited

    FCA reg no.
    1038040
    FCA authorised date:
    29/08/25
    Chess Private Wealth Limited is a FCA-regulated financial service provider based in Cowbridge, offering expert advice on life and investments, pensions, retirement planning and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Cowbridge
  5. 🏢

    Falco Financial Planning LTD

    FCA reg no.
    813747
    FCA authorised date:
    06/07/22
    Falco Financial Planning Ltd is a UK-based advisory firm offering strategic financial solutions including life, investments, and retirement advice. Known for transparent, regulated advice, they specialize in serving first-time financial planning individuals.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Cowbridge
  6. 🏢

    Andrew Varley

    FCA reg no.
    912298
    FCA authorised date:
    14/08/19
    Andrew Varley Financial Planning is a Cardiff-based firm offering personalised financial services including investment planning, retirement advice, and pension transfers. They specialise in tailored plans to secure clients' futures.
    1. ✔1 Financial Adviser
    2. 🪧8.5 Miles
    3. 📍Cardiff
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  8. 🏢

    Harries Financial Wealth Management LTD

    FCA reg no.
    837965
    FCA authorised date:
    25/03/19
    Harries Financial Wealth Management Ltd in Cowbridge is a regulated, trusted advisor specializing in retirement advice and final salary pension transfers. They offer personalized financial strategies for local families.
    1. ✔2 Financial Advisers
    2. 🪧8.5 Miles
    3. 📍Cowbridge
  9. 🏢

    AMG Wealth Solutions LLP

    FCA reg no.
    517892
    FCA authorised date:
    16/08/10
    AMG Wealth Solutions LLP is a Cardiff-based regulated firm specializing in personalized financial planning services, including life investments and retirement advice, serving individuals and businesses across South Glamorgan.
    1. ✔3 Financial Advisers
    2. 🪧8.5 Miles
    3. 📍Cardiff
  10. 🏢

    Millfield Wealth Management LTD

    FCA reg no.
    769590
    FCA authorised date:
    17/01/17
    Cardiff-based Millfield Wealth Management Ltd is a trusted, approachable firm specializing in financial planning, pensions retirement advice, and final salary pension transfers, offering tailored, regulated services to meet individual needs.
    1. ✔3 Financial Advisers
    2. 🪧8.5 Miles
    3. 📍Cardiff
  11. 🏢

    Paul Bird

    FCA reg no.
    563514
    FCA authorised date:
    31/08/11
    Paul Bird is an FCA-regulated financial advisory firm in Cardiff, providing personalised advice in life investments, pensions, final salary pension transfers, and financial planning to the South Glamorgan area.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Cardiff
  12. 🏢

    D.s. HOWELL FINANCIAL SERVICES LIMITED

    FCA reg no.
    428904
    FCA authorised date:
    19/04/05
    FCA-regulated D.S. Howell Financial Services Limited offers effective financial solutions and personalised advice in Cardiff and South Glamorgan. Specialists in life and investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧8.7 Miles
    3. 📍Cardiff
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  14. 🏢

    Jonathan Richards Financial Consultancy LTD

    FCA reg no.
    725999
    FCA authorised date:
    03/11/16
    Jonathan Richards Financial Consultancy Ltd, based in Cardiff, is a FCA-regulated advisor specializing in life, investments, pensions advice, and comprehensive financial planning. Known for their personalised, client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Cardiff
  15. 🏢

    Lisa Griffiths

    FCA reg no.
    914623
    FCA authorised date:
    07/10/19
    Lisa Griffiths is a Cardiff-based financial expert, specialising in life investments and pensions. Offering customised, regulated financial planning across South Glamorgan, she is known for her client-centric approach. FCA regulated: 914623.
    1. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Cardiff
  16. 🏢

    WPS Wealth Limited

    FCA reg no.
    1023571
    FCA authorised date:
    01/04/25
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧8.8 Miles
    4. 📍Cardiff
  17. 🏢

    First Option

    FCA reg no.
    431351
    FCA authorised date:
    01/06/05
    FCA registered First Option is a premier financial advisory firm in Tongwynlais, Cardiff. Offering services like life and investment management, retirement advice, and comprehensive financial planning, it's known for its client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Cardiff
  18. 🏢

    Rhodri Samuel

    FCA reg no.
    1022362
    FCA authorised date:
    06/12/24
    Rhodri Samuel, a trusted firm based in Cardiff, offers expert financial planning, regulated pension advice, and personalised investment guidance. Known for its comprehensive, transparent, and FCA-regulated services.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Cardiff
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