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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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  2. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧24.6 Miles
    3. 📍Cardiff
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Caerphilly
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Cardiff
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Chippenham
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Ross On Wye
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.6 Miles
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Cardiff
  10. 🏢

    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. 🪧24.7 Miles
    3. 📍Cardiff
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Newport
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Caerphilly
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Cardiff
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Cardiff
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Chippenham
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧24.7 Miles
    3. 📍Chippenham
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧24.8 Miles
    3. 📍Westbury
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