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Find FCA registered Financial Advisers Near Me in Cae'r-bont SA9


We have found 179 relevant financial adviser firms within 30 miles of Cae'r-bont SA9. Showing page 10 of 12.

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  2. 🏢

    Llewellyn Financial Solutions LTD

    FCA reg no.
    458144
    FCA authorised date:
    04/10/06
    Llewellyn Financial Solutions Ltd, near Cardiff, is a FCA-regulated firm offering expert financial planning, investment and pension advice tailored to various life stages. Specialises in life investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧26 Miles
    3. 📍Nr Cardiff
  3. 🏢

    EST Wealth LTD

    FCA reg no.
    921582
    FCA authorised date:
    23/09/20
    EST Wealth Ltd is an FCA-regulated financial services company based in Groesfaen, offering tailored advice in investment planning, pensions and retirement across South Glamorgan and beyond.
    1. ✔3 Financial Advisers
    2. 🪧26 Miles
    3. 📍Pontyclun
  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. 🪧26.1 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. 🪧26.1 Miles
    3. 📍Cowbridge
  6. 🏢

    Thomas, Carroll Independent Financial Advisers Limited

    FCA reg no.
    450497
    FCA authorised date:
    03/07/06
    Thomas, Carroll Independent Financial Advisers Limited located in Caerphilly, Gwent offers specialised financial advice on investments, pensions, and retirement planning. Ensures adherence to high standards, serving clients with reliable, regulated advice.
    1. ✔3 Financial Advisers
    2. 🪧26.6 Miles
    3. 📍Caerphilly
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  8. 🏢

    Cyfri Cyfyngedig

    FCA reg no.
    171029
    FCA authorised date:
    06/09/24
    Cyfri Cyfyngedig, located in Dyfed, provides comprehensive financial advice and planning services. Renowned for being trustworthy and approachable, it offers investments, pensions, and retirement advice. Registered with the FCA (171029).
    1. ✔2 Financial Advisers
    2. 🪧26.6 Miles
  9. 🏢

    Pedr Financial Planning Cyf

    FCA reg no.
    800006
    FCA authorised date:
    10/11/23
    Pedr Financial Planning Cyf, an FCA-regulated firm in Lampeter, Dyfed, offers expertise in financial planning and advisory services such as insurance, investments, and retirement planning across GB.
    1. ✔1 Financial Adviser
    2. 🪧26.6 Miles
    3. 📍Lampeter
  10. 🏢

    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. 🪧26.7 Miles
    3. 📍Newport
  11. 🏢

    Gregory Davies Wealth Management LTD

    FCA reg no.
    923669
    FCA authorised date:
    10/12/24
    Regulated by the FCA, Gregory Davies Wealth Management Ltd. provides tailored financial services including insurance, investments and pensions. Based in Caerphilly, they're known for their professional, approachable and strategic wealth management advice.
    1. ✔2 Financial Advisers
    2. 🪧26.8 Miles
    3. 📍Caerphilly
  12. 🏢

    Personal Wealth Management (south Wales) LTD

    FCA reg no.
    784785
    FCA authorised date:
    13/11/17
    Based in Newbridge, Newport, Personal Wealth Management (South Wales) Ltd is a FCA regulated firm specializing in life insurance, investments, retirement pensions, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧26.8 Miles
    3. 📍Newport
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  14. 🏢

    The Rutherford Lewis & Read Partnership

    FCA reg no.
    195527
    FCA authorised date:
    31/05/05
    Rutherford Lewis & Read, a FCA regulated financial services provider in Gwent, Caerphilly, offers comprehensive investment advice, pension guidance, financial planning and more to clients across the region.
    1. ✔1 Financial Adviser
    2. 🪧27.1 Miles
    3. 📍Caerphilly
  15. 🏢

    WPS Wealth Limited

    FCA reg no.
    1023571
    FCA authorised date:
    01/04/25
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧27.2 Miles
    4. 📍Cardiff
  16. 🏢

    Lyles' Independent Financial Advice Limited

    FCA reg no.
    740148
    FCA authorised date:
    06/02/24
    Lyles' Independent Financial Advice Limited is a trusted, FCA regulated firm in St. Fagans, offering personalised financial guidance and planning in investments, pensions, and retirement across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧27.3 Miles
    3. 📍Cardiff
  17. 🏢

    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. 🪧27.3 Miles
    3. 📍Caerphilly
  18. 🏢

    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. 🪧27.4 Miles
    3. 📍Cardiff
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