Find FCA registered Financial Advisers Near Me in BS9 2
We have found 516 relevant financial adviser firms within 30 miles of BS9 2. Showing page 29 of 35.
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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
- 🪧24.6 Miles
- 📍Cardiff
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Sherald Ann Waterhouse-trew
- FCA reg no.
- 915901
- FCA authorised date:
- 28/10/19
Sherald Ann Waterhouse-Trew, an FCA regulated firm in Caerphilly, Gwent, specializes in financial services like life insurance and pension advice, serving a diverse client base with professional integrity.- ✔1 Financial Adviser
- 🪧24.6 Miles
- 📍Caerphilly
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Kingsley Wealth Management LTD
- FCA reg no.
- 968911
- FCA authorised date:
- 31/01/22
2. Kingsley Wealth Management is a Cardiff-based firm offering dynamic financial planning and retirement advice to clients in Gwent and beyond, specializing in life investments and final salary pension transfers.- ✔1 Financial Adviser
- 🪧24.6 Miles
- 📍Cardiff
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Kathryn Jumabhoy
- FCA reg no.
- 1024475
- FCA authorised date:
- 31/01/25
Kathryn Jumabhoy is a reliable, FCA-regulated financial advisory firm based in Wiltshire, offering comprehensive life and investment planning, pension transfers, and retirement planning services.- ✔1 Financial Adviser
- 🪧24.6 Miles
- 📍Chippenham
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Charterhouse Portfolio Management Limited
- FCA reg no.
- 300320
- FCA authorised date:
- 31/10/04
Charterhouse Portfolio Management Limited is a reputable financial advisory firm based in Ross on Wye, Herefordshire. They offer personalised, FCA regulated services in life and investments planning, pensions retirement advice and overall financial planning.- ✔1 Financial Adviser
- 🪧24.6 Miles
- 📍Ross On Wye
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Simon Jones Wealth Management LTD
- FCA reg no.
- 419596
- FCA authorised date:
- 04/01/05
Simon Jones Wealth Management Ltd is a reputable, FCA-regulated financial services firm in Gloucestershire, offering expertise in life investments, pensions retirement, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧24.6 Miles
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Nicola Turner
- FCA reg no.
- 1016124
- FCA authorised date:
- 27/06/24
Nicola Turner is a regulated financial firm in Cardiff, specialising in life investments and pensions retirement advice. Known for their approachable, client-focused services, they expertly assist in financial planning and final salary pension transfers.- ✔1 Financial Adviser
- 🪧24.6 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧24.7 Miles
- 📍Cardiff
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PRJ Financial Planning Limited
- FCA reg no.
- 756789
- FCA authorised date:
- 25/08/16
PRJ Financial Planning, a reputable Newport-based FCA-regulated firm, provides expert financial planning advice, from life and investment strategies to pensions retirement, with personalized guidance for local families and first-time investors.- ✔1 Financial Adviser
- 🪧24.7 Miles
- 📍Newport
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Servini Financial Planning Limited
- FCA reg no.
- 823801
- FCA authorised date:
- 01/04/19
Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.- ✔1 Financial Adviser
- 🪧24.7 Miles
- 📍Caerphilly
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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
- 🪧24.7 Miles
- 📍Cardiff
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The Jon & Julia Wooller Partnership
- FCA reg no.
- 214974
- FCA authorised date:
- 31/05/05
Based in Cardiff, Jon Wooller offers a variety of financial planning services including life and investments, and tailored pension advice. Regulated by the FCA, they focus on securing clients' financial futures.- ✔1 Financial Adviser
- 🪧24.7 Miles
- 📍Cardiff
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RMT Financial LTD
- FCA reg no.
- 1035219
- FCA authorised date:
- 01/07/25
RMT Financial Ltd, regulated by the FCA, provides expert financial planning, investment guidance and pension services near Chippenham. Known for personalised service, they cater to all, from first-time buyers to seasoned investors.- ✔1 Financial Adviser
- 🪧24.7 Miles
- 📍Chippenham
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Berkley Square Private Clients LTD
- FCA reg no.
- 476124
- FCA authorised date:
- 03/12/07
Berkley Square Private Clients Ltd is a trusted, FCA regulated financial planning and advisory firm offering comprehensive services in life and investment management, pension advice, and final salary pension transfers in Chippenham, Wiltshire.- ✔2 Financial Advisers
- 🪧24.7 Miles
- 📍Chippenham
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Elite Financial Planning Limited
- FCA reg no.
- 711851
- FCA authorised date:
- 01/12/15
Elite Financial Planning Limited is a FCA regulated firm specialising in life and investment planning, retirement advice, and pensions. They provide personalised advice and are adept at assisting first-time investors.- ✔1 Financial Adviser
- 🪧24.8 Miles
- 📍Westbury
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