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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 17 of 31.

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  2. 🏢

    Milne Wealth Management Limited

    FCA reg no.
    575943
    FCA authorised date:
    24/02/12
    Milne Wealth Management Limited is a seasoned financial firm based in Bristol and Gloucestershire, providing expert financial planning, regulated advice for life investments, pensions and retirement, with personalized service.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Bristol
  3. 🏢

    Jonathan Hull

    FCA reg no.
    1012907
    FCA authorised date:
    18/05/24
    Jonathan Hull is a FCA regulated financial firm in Bristol, renowned for robust services like life investments, pensions advice, and financial planning. Offering tailored solutions across Greater Gloucestershire and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Bristol
  4. 🏢

    Richard Hobbs

    FCA reg no.
    1036054
    FCA authorised date:
    12/06/25
    Richard Hobbs is a Bristol-based, FCA regulated financial firm offering comprehensive financial planning, life investments, pension advice, and specialising in final salary pension transfers. Focused on personalised service, it is favoured by investors of all levels.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Bristol
  5. 🏢

    Marten Wealth Management

    FCA reg no.
    779906
    FCA authorised date:
    26/05/17
    Bristol-based Marten Wealth Management (FCA registered) provides comprehensive financial services across Gloucestershire, including investment management and retirement advice. Known for client-centred service and wealth management expertise, they promise secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Bristol
  6. 🏢

    Bannau Wealth Limited

    FCA reg no.
    1008254
    FCA authorised date:
    06/02/24
    Bannau Wealth Limited, based in Bristol, is a FCA regulated firm specializing in life, investments services and retirement advice. Recognized for their client-focused approach, they offer regulated financial planning to achieve customers' financial goals.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Bristol
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  8. 🏢

    Richard Burchnall

    FCA reg no.
    843210
    FCA authorised date:
    31/05/19
    Based in Bristol, Richard Burchnall is a secondary finance company specializing in life investments, pension transfers, retirement advice, and financial planning. Regulated by the FCA, it assures clients of trusted and personalized services.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Bristol
  9. 🏢

    BYBROOK WEALTH MANAGEMENT LTD

    FCA reg no.
    1006853
    FCA authorised date:
    16/12/23
    BYBROOK Wealth Management Ltd, based in Gloucestershire, offers expert financial advice specialising in life investments, pensions, final salary pension transfers, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Bristol
  10. 🏢

    Jonathon Courtaux

    FCA reg no.
    1038443
    FCA authorised date:
    16/07/25
    Jonathon Courtaux is a Bristol-based financial planning firm offering personalized services in life investments, retirement advice and more. Regulated by FCA, the firm caters to Gloucestershire and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Bristol
  11. 🏢

    Laura Joyce

    FCA reg no.
    839239
    FCA authorised date:
    01/04/19
    Laura Joyce is a respected, FCA-regulated financial firm in Bristol specialising in life investments, retirement advice, and financial planning. Known for expert pension transfers, they offer friendly, professional financial counsel.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Bristol
  12. 🏢

    Hartington Financial Consultancy Limited

    FCA reg no.
    416298
    FCA authorised date:
    02/12/04
    Hartington Financial Consultancy Limited, based in Bristol, is a trusted FCA registered firm specialising in financial planning including investments, retirement, and pension transfers. Known for their client-oriented approach, they serve both new investors and experienced retirees.
    1. ✔1 Financial Adviser
    2. 🪧17.1 Miles
    3. 📍Bristol
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  14. 🏢

    GRAFTON COURT WEALTH MANAGEMENT LTD

    FCA reg no.
    994563
    FCA authorised date:
    01/11/23
    Grafton Court Wealth Management Limited is a Bristol-based financial firm offering comprehensive insurance, pensions, investments, and financial planning services. Regulated by the FCA, they deliver reliable, client-focused advice for businesses and individuals.
    1. ✔4 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Bristol
  15. 🏢

    Maxim Financial Planning Limited

    FCA reg no.
    947257
    FCA authorised date:
    26/02/25
    Maxim Financial Planning in Bristol offers tailored, regulated financial advice, specializing in wealth management, pensions retirement, and final salary pension transfers. They provide unique strategies to meet individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧17.3 Miles
    3. 📍Bristol
  16. 🏢

    PBF Wealth Management LTD

    FCA reg no.
    611215
    FCA authorised date:
    03/12/13
    PBF Wealth Management Ltd, based in Somerset, is a FCA-regulated financial firm offering comprehensive services across the UK, including life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Weston Super Mare
  17. 🏢

    VISION WEST & WALES LIMITED

    FCA reg no.
    783489
    FCA authorised date:
    05/07/17
    Vision West & Wales Limited is a FCA regulated financial firm based in Somerset, offering comprehensive financial services - including life investments and retirement planning - with client-focused approach and decades of experience.
    1. ✔2 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Weston Super Mare
  18. 🏢

    Explore Money LTD

    FCA reg no.
    942083
    FCA authorised date:
    30/12/20
    Mawbey Independent Financial Advice, based in Somerset, offers tailored financial solutions including life planning, pensions advice, and comprehensive financial planning, driven by a client-centric approach and regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧17.3 Miles
    3. 📍Weston Super Mare
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