Find FCA registered Financial Advisers Near Me in BS48 2
We have found 507 relevant financial adviser firms within 30 miles of BS48 2. Showing page 24 of 34.
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Skylark Wealth Management Limited
- FCA reg no.
- 942212
- FCA authorised date:
- 04/01/21
Cardiff-based Skylark Wealth Management Limited offers financial planning services, including life investments and retirement advice. The FCA-regulated firm provides tailored pension advice and final salary pension transfers.- ✔1 Financial Adviser
- 🪧20.1 Miles
- 📍Cardiff
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Peter Marks
- FCA reg no.
- 995680
- FCA authorised date:
- 02/05/23
Peter Marks leads an FCA-regulated firm in Somerset, specialising in life insurance, investments, pensions, and financial planning. Well-versed in wealth management, they provide professional and tailored financial services.- ✔1 Financial Adviser
- 🪧20.2 Miles
- 📍Frome
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NTM FINANCIAL SERVICES LIMITED
- FCA reg no.
- 589715
- FCA authorised date:
- 02/01/13
NTM Financial Services, FCA registered, specialises in personalised financial planning, including life and investment advice, as well as pension and retirement guidance. Their client-focused approach prioritises individual needs and long-term financial stability.- ✔4 Financial Advisers
- 🪧20.3 Miles
- 📍Cardiff
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Neales Financial Management Limited
- FCA reg no.
- 191772
- FCA authorised date:
- 01/12/01
Neales Financial Management Limited is a trusted, FCA-regulated finance firm based in Gloucestershire, offering expert financial planning, life investments, and pensions retirement advice to a wide customer base.- ✔1 Financial Adviser
- 🪧20.3 Miles
- 📍Wotton Under Edge
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Dale Matthews Wealth Management
- FCA reg no.
- 415118
- FCA authorised date:
- 18/11/04
Dale Matthews Wealth Management is a respected, FCA-regulated firm in Cwmbran, specialising in life investments, financial planning and pension advice. They offer tailored, client-centric services and uphold an approachable ethos.- ✔1 Financial Adviser
- 🪧20.3 Miles
- 📍Cwmbran
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Seven Financial UK Limited
- FCA reg no.
- 602051
- FCA authorised date:
- 01/10/13
Cardiff-based Seven Financial Group offers regulated financial advice on pensions, investments, and life segments. Their experienced team provides custom-fit strategies, prioritising client needs with a friendly, professional approach.- ✔8 Financial Advisers
- 🪧20.3 Miles
- 📍Cardiff
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Lowndes Halsden & Partners Limited
- FCA reg no.
- 150469
- FCA authorised date:
- 01/12/01
Lowndes Halsden & Partners Limited in Cardiff offers regulated financial advice, wealth management, and investment services. Specialising in insurance, pensions, and retirement plans, they serve South Glamorgan with a client-focused approach.- ✔6 Financial Advisers
- 🪧20.4 Miles
- 📍Cardiff
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Whitchurch IFA Limited
- FCA reg no.
- 572461
- FCA authorised date:
- 30/04/12
Whitchurch IFA Limited, an FCA-regulated firm in Cardiff, offers personalised financial services including life investments and retirement advice to individuals and families in the South Glamorgan region.- ✔1 Financial Adviser
- 🪧20.5 Miles
- 📍Cardiff
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Cathedral Financial Services LLP
- FCA reg no.
- 438073
- FCA authorised date:
- 10/11/05
Cathedral Financial Services LLP, located in Cardiff, is a fully FCA regulated firm offering expert financial planning and advice. They specialize in life insurance, investments, pensions, and retirement advice.- ✔2 Financial Advisers
- 🪧20.8 Miles
- 📍Cardiff
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Jacobs and Harris Limited
- FCA reg no.
- 588166
- FCA authorised date:
- 15/04/13
Jacobs and Harris Limited, a reputable FCA-regulated financial advisory firm based in Thornhill, Cardiff, offers tailored financial solutions including investment planning, pensions advice, and overarching financial planning.- ✔2 Financial Advisers
- 🪧20.8 Miles
- 📍Cardiff
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Ben Stringer
- FCA reg no.
- 970720
- FCA authorised date:
- 25/02/22
Cardiff-based FCA-regulated firm, Ben Stringer, specialises in strategic financial planning and regulated advice. Offering services like investment planning and pension retirement advice, they tailor bespoke solutions to individual needs.- ✔1 Financial Adviser
- 🪧21 Miles
- 📍Cardiff
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Abram Partnership LTD
- FCA reg no.
- 501657
- FCA authorised date:
- 28/07/20
Abram Partnership Ltd is a Cardiff-based, FCA-regulated financial firm offering diverse services like insurance, investments, and pension advice, known for their tailored solutions and approachable nature.- ✔4 Financial Advisers
- 🪧21 Miles
- 📍Cardiff
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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.- ✔3 Financial Advisers
- 🪧21.1 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧21.1 Miles
- 📍Cardiff
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Vale Asset Management
- FCA reg no.
- 415900
- FCA authorised date:
- 12/01/05
Vale Asset Management, an FCA-regulated firm in South Glamorgan, provides comprehensive financial planning services including life insurance, investments, pensions retirement advice, and financial planning. Known for their client-focused approach.- ✔1 Financial Adviser
- 🪧21.1 Miles
- 📍Barry
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