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Find FCA registered Financial Advisers Near Me in Caerleon / Caerllion


We have found 461 relevant financial adviser firms within 30 miles of Caerleon / Caerllion. Showing page 11 of 31.

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  2. 🏢

    Langford Turnbull Limited

    FCA reg no.
    928002
    FCA authorised date:
    17/06/20
    2plan Wealth Management is a trusted, FCA-regulated financial services firm based in Abergavenny, Gwent, providing specialised advice on investments, insurance, retirement planning and more, with a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧14.3 Miles
    3. 📍Abergavenny
  3. 🏢

    Withycombe Financial Services Limited

    FCA reg no.
    842433
    FCA authorised date:
    18/11/19
    Located in Cardiff, Withycombe Financial Services Limited is a leading financial firm regulated by the FCA that offers valuable advice on life and investments, pensions retirement planning, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧14.4 Miles
    3. 📍Cardiff
  4. 🏢

    OVAL FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    564990
    FCA authorised date:
    16/11/11
    Oval Financial Management Ltd is a regulated financial planning firm in Treforest, Mid Glamorgan, specialising in life insurance, investments, and pensions retirement advice with a personalised approach.
    1. ✔1 Financial Adviser
    2. 🪧14.4 Miles
    3. 📍Treforest
  5. 🏢

    CHRIS LEACH and ASSOCIATES LIMITED

    FCA reg no.
    563997
    FCA authorised date:
    03/01/12
    Chris Leach & Associates Ltd, based in Cardiff, offers regulated financial services such as life insurance, investments, pensions, and retirement advice. They are dedicated to personalised planning for individuals and families' financial futures.
    1. ✔3 Financial Advisers
    2. 🪧14.4 Miles
    3. 📍Cardiff
  6. 🏢

    Custodian Wealth LTD

    FCA reg no.
    794639
    FCA authorised date:
    03/11/23
    Experienced Project Manager with a strong background in information technology and business analysis. Proven ability to lead teams, manage projects, and improve efficiency.
    1. ✔1 Financial Adviser
    2. 🪧14.4 Miles
    3. 📍Abergavenny
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  8. 🏢

    Exley financial planning LTD

    FCA reg no.
    216030
    FCA authorised date:
    31/05/05
    Exley Financial Planning Ltd is a client-focused, FCA-regulated financial services company based in Llanfoist, specialising in life, investments, pensions, and retirement planning. Known for approachability and comprehensive, tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧14.5 Miles
    3. 📍Llanfoist
  9. 🏢

    Jon Griffiths

    FCA reg no.
    925896
    FCA authorised date:
    11/05/20
    Jon Griffiths is a Cardiff-based, FCA-regulated financial planning firm offering comprehensive solutions like investments, pensions and final salary pension transfers, specialising in life and retirement advice across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧14.6 Miles
    3. 📍Cardiff
  10. 🏢

    Parkmore Financial Services Limited

    FCA reg no.
    807598
    FCA authorised date:
    26/11/18
    Parkmore Financial Services, an FCA-regulated firm in Cardiff, provides comprehensive financial solutions including insurance, investments, retirement advice and financial planning, with a commitment to fostering financial growth.
    1. ✔2 Financial Advisers
    2. 🪧14.8 Miles
    3. 📍Cardiff
  11. 🏢

    Nailsea Financial Services Limited

    FCA reg no.
    212754
    FCA authorised date:
    24/01/03
    FCA regulated Nailsea Financial Services Ltd. provides dependable financial advice and planning in Somerset and Bristol, specialising in life insurance, investments, and retirement. They offer a personal, client-focused approach.
    1. ✔6 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧14.9 Miles
    4. 📍Bristol
  12. 🏢

    Premier Financial Services (WM) LTD

    FCA reg no.
    799084
    FCA authorised date:
    19/01/18
    Premier Financial Services (WM) Ltd is a renowned FCA registered finance firm based in Gwent, offering diverse services from insurance to comprehensive financial planning for individuals and businesses.
    1. ✔3 Financial Advisers
    2. 🪧14.9 Miles
    3. 📍Abergavenny
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  14. 🏢

    Wealth Doctor Financial Planning LTD

    FCA reg no.
    625181
    FCA authorised date:
    13/05/24
    Wealth Doctor, a trusted FCA-approved financial services firm based in Abergavenny, offers expert advice on financial matters including life and investments, pensions, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧14.9 Miles
    3. 📍Abergavenny
  15. 🏢

    IAM Financial Services LTD

    FCA reg no.
    624638
    FCA authorised date:
    01/12/14
    IAM Financial Services Ltd is a notable, FCA-regulated firm in Abergavenny, providing bespoke financial solutions with specializations in life investments, pensions, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧14.9 Miles
    3. 📍Abergavenny
  16. 🏢

    Wychwood Financial Services Limited

    FCA reg no.
    679371
    FCA authorised date:
    01/07/15
    Wychwood Financial Services Limited offers tailored financial planning and advice, including life and investment plans and pension retirement advice. Regulated by the FCA, they serve individuals and families in Somerset.
    1. ✔1 Financial Adviser
    2. 🪧15 Miles
    3. 📍Bristol
  17. 🏢

    Fielding Financial Services Chepstow LTD

    FCA reg no.
    918169
    FCA authorised date:
    23/07/20
    Fielding Financial Services Chepstow Ltd is a FCA-regulated firm providing comprehensive financial advice including insurance, pensions, and investment planning in Gwent and surrounding counties.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧15 Miles
    4. 📍Abergavenny
  18. 🏢

    Voyager Financial Services LTD

    FCA reg no.
    206196
    FCA authorised date:
    16/07/01
    Voyager Financial Services Ltd is a trusted FCA-regulated provider of comprehensive financial services, including wealth management, investments, pensions retirement advice, and tailored life financial planning.
    1. ✔1 Financial Adviser
    2. 🪧15 Miles
    3. 📍Penarth
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