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 2 of 31.
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Sweetland Associates Limited
- FCA reg no.
- 744333
- FCA authorised date:
- 03/01/17
Sweetland Associates Limited provides FCA regulated financial services including insurance, investment strategies, pensions, retirement advice, and financial planning. They are personalized, robust, and suitable for individual needs.- ✔1 Financial Adviser
- 🪧2.7 Miles
- 📍Newport
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Heron House Financial Management Limited
- FCA reg no.
- 170982
- FCA authorised date:
- 01/12/01
Heron House Financial Management Limited is a FCA-regulated firm in Newport offering expert financial services including life investments, pensions and retirement planning for both individuals and businesses.- ✔6 Financial Advisers
- 🪧2.8 Miles
- 📍Newport
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Dragon Financial Planning LTD
- FCA reg no.
- 841978
- FCA authorised date:
- 19/05/20
Dragon Financial Planning Ltd is a Newport-based, FCA-registered firm providing regulated financial services like life insurance, pensions retirement advice, and investments across the UK.- ✔2 Financial Advisers
- 🪧3 Miles
- 📍Newport
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Vital Financial Planning LTD
- FCA reg no.
- 841309
- FCA authorised date:
- 20/05/20
Vital Financial Planning Ltd is a regulated financial services company in Newport, offering expertise in life investments, pension retirement advice, and holistic financial planning tailored to individual needs.- ✔2 Financial Advisers
- 🪧3 Miles
- 📍Newport
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Ascent Wealth Management
- FCA reg no.
- 915918
- FCA authorised date:
- 29/10/19
Ascent Wealth Management, an FCA-regulated firm in Newport, specializes in providing regulated advice on investments and financial planning. Known for its integrity and client satisfaction, it caters to diverse clientele.- ✔3 Financial Advisers
- 🪧3 Miles
- 📍Newport
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FERNQUEST FINANCIAL PLANNING LIMITED
- FCA reg no.
- 911545
- FCA authorised date:
- 02/10/24
Fernquest Financial Planning, a reliable FCA-regulated firm based in Newport, specializes in life investments, pensions retirement advice and final salary pension transfers throughout GB. Known for superior knowledge and integrity.- ✔1 Financial Adviser
- 🪧3.5 Miles
- 📍Newport
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A.c.t. Financial Services LTD
- FCA reg no.
- 706413
- FCA authorised date:
- 01/09/15
A.C.T. Financial Services Ltd provides regulated, client-focused financial advice on life insurance, investments, retirement planning and more to Newport and surrounding areas from their base in Rogerstone.- ✔2 Financial Advisers
- 🪧3.9 Miles
- 📍Newport
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Joosten Financial Planning LTD
- FCA reg no.
- 1007400
- FCA authorised date:
- 02/04/24
Newport-based Joosten Financial Planning Ltd provides high-quality, personalised financial advice on life and investment planning, pensions retirement, and comprehensive financial planning. Regulated by the FCA, they prioritise client-focused solutions.- ✔1 Financial Adviser
- 🪧4 Miles
- 📍Newport
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Rob Bryant
- FCA reg no.
- 997554
- FCA authorised date:
- 07/06/23
Rob Bryant offers high-quality, FCA-regulated financial planning services in Newport, Gwent, specialising in life investments, pensions, and bespoke financial planning. Known for an approachable nature, they are trusted by first-time investors.- ✔1 Financial Adviser
- 🪧4.7 Miles
- 📍Newport
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Keith Jones
- FCA reg no.
- 229838
- FCA authorised date:
- 13/01/11
Keith Jones is a reputable Newport-based financial planning company offering tailored, regulated advice in life investments, pensions retirement advice, and overall financial guidance; renowned for a client-centric approach.- ✔1 Financial Adviser
- 🪧4.7 Miles
- 📍Newport
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Dale Matthews Wealth Management
- FCA reg no.
- 415118
- FCA authorised date:
- 18/11/04
Dale Matthews Wealth Management is a respected, FCA-regulated firm in Cwmbran, specialising in life investments, financial planning and pension advice. They offer tailored, client-centric services and uphold an approachable ethos.- ✔1 Financial Adviser
- 🪧5 Miles
- 📍Cwmbran
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Ayrin Financial Management
- FCA reg no.
- 530029
- FCA authorised date:
- 04/01/11
Ayrin Financial Management, registered with FCA, specializes in life and investments, providing expert retirement advice, pension transfers, and financial planning services from Newport, Gwent.- ✔1 Financial Adviser
- 🪧5.1 Miles
- 📍Newport
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BEESURE LTD
- FCA reg no.
- 832417
- FCA authorised date:
- 01/10/19
Beesure Ltd, based in Newport Gwent, is a trusted, FCA regulated partner for financial planning and advice, specializing in retirement advice, life insurance, and investments.- ✔2 Financial Advisers
- 🪧5.2 Miles
- 📍Newport
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Beesure Financial Planning Limited
- FCA reg no.
- 930708
- FCA authorised date:
- 27/07/20
Beesure Financial Planning Limited, FCA regulated, specialises in financial planning, offering services like insurance, investments and pension advice. Known for tailored, professional advice, they primarily serve the Gwent area.- ✔4 Financial Advisers
- 🪧5.2 Miles
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Kelly East Wealth Management LTD
- FCA reg no.
- 1043495
- FCA authorised date:
- 24/11/25
Kelly East Wealth Management in Newport provides expert financial planning advice, specializing in life investments and pension transfers. They offer regulated, tailored services to help clients manage finances efficiently.- ✔1 Financial Adviser
- 🪧5.8 Miles
- 📍Newport
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