Are you an Adviser click here

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.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Newport
  3. 🏢

    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.
    1. ✔6 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Newport
  4. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧3 Miles
    3. 📍Newport
  5. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧3 Miles
    3. 📍Newport
  6. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧3 Miles
    3. 📍Newport
  7. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Newport
  9. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Newport
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Newport
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Newport
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Newport
  13. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Cwmbran
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Newport
  16. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧5.2 Miles
    3. 📍Newport
  17. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧5.2 Miles
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Newport
  19. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
Page 2 of 31. Showing results 16 to 30.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback