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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 3 of 31.

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  2. 🏢

    The Money Partnership Limited

    FCA reg no.
    954255
    FCA authorised date:
    09/05/22
    Newport-based The Money Partnership Limited offers personalised financial services including life investments, retirement planning and pensions advice. FCA-registered with a focus on tailored solutions for diverse clientele.
    1. ✔3 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧6.1 Miles
    4. 📍Newport
  3. 🏢

    Ceri Griffiths

    FCA reg no.
    912179
    FCA authorised date:
    12/08/19
    Ceri Griffiths is a reputable financial firm in Pontypool, providing personalised advice on life investments, pensions retirement planning, and more. The company offers professional, reliable, and approachable financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Pontypool
  4. 🏢

    JON LB IFA LTD

    FCA reg no.
    1038563
    FCA authorised date:
    25/07/25
    JON LB IFA LTD, a FCA regulated firm, offers financial services including insurance, investments and pensions advice. They provide tailored solutions to Gwent region, simplifying complex finance decisions for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Usk
  5. 🏢

    QC Financial Management Limited

    FCA reg no.
    606610
    FCA authorised date:
    02/01/14
    QC Financial Management Limited is a regulated financial services firm offering expert life, investment, and pensions advice, providing comprehensive, tailored financial planning solutions for individuals around Gwent.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Chepstow
  6. 🏢

    Parfitt Financial Planning Limited

    FCA reg no.
    576351
    FCA authorised date:
    01/03/12
    Parfitt Financial Planning Limited, based in Pontypool, Gwent, offers expert, compliant advice on financial concerns such as life and investments, pensions, and comprehensive financial planning, with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Pontypool
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  8. 🏢

    Technical Support Services Cardiff Limited

    FCA reg no.
    1013656
    FCA authorised date:
    08/06/24
    Technical Support Services Cardiff Limited is a FCA-regulated financial firm offering expert advice on life and investments, pensions, and retirement solutions, serving both individuals and businesses in Cardiff and surrounding areas.
    1. ✔2 Financial Advisers
    2. 🪧7.8 Miles
    3. 📍Cardiff
  9. 🏢

    Uniq Family Wealth LTD

    FCA reg no.
    594440
    FCA authorised date:
    01/07/13
    Uniq Family Wealth Ltd, based near Cardiff, offers personalised financial planning services. With a team of experts, they specialise in life and investment planning, pensions advice, and managing pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧7.8 Miles
    3. 📍St Mellons
  10. 🏢

    Perspective (gould Financial Planning) Limited

    FCA reg no.
    525989
    FCA authorised date:
    04/01/11
    Gould Financial Planning, based in Cardiff, is a reputable FCA-regulated firm offering expert advice in life investments, pensions, retirement planning, and overall financial management. They provide tailored, client-centered financial solutions.
    1. ✔28 Financial Advisers
    2. 🪧7.9 Miles
    3. 📍Cardiff
  11. 🏢

    Roger Pearce & Associates LTD

    FCA reg no.
    211190
    FCA authorised date:
    31/05/05
    Roger Pearce & Associates Ltd is a reputable Cardiff-based financial advisory firm specialising in life investments, pensions, and retirement planning, providing regulated, personalized advice to clients primarily from South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧8 Miles
    3. 📍Cardiff
  12. 🏢

    Greenaway Financial Planning Limited

    FCA reg no.
    926799
    FCA authorised date:
    27/05/20
    Cardiff-based Greenaway Financial Planning Limited is an FCA-regulated firm specialising in life insurance, investments, and pensions retirement. With expert advice and tailored services, they are South Glamorgan's trusted financial advisor.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Cardiff
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  14. 🏢

    Esteem Money LTD

    FCA reg no.
    615479
    FCA authorised date:
    01/04/14
    Esteem Money Ltd is a FCA regulated financial planning firm in Pontypool, Gwent specializing in investments, life and pensions retirement advice. Committed to personalized service and informed decision-making for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Pontypool
  15. 🏢

    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. 🪧9 Miles
    3. 📍Newport
  16. 🏢

    RWB Wealth LTD

    FCA reg no.
    844511
    FCA authorised date:
    17/03/23
    RWB Wealth Ltd is a Cardiff-based firm specialising in financial planning and regulated advice, offering services from insurance to investment strategies. Noted for its approachable service, they cater to individuals and businesses alike.
    1. ✔2 Financial Advisers
    2. 🪧9 Miles
    3. 📍Cardiff
  17. 🏢

    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. 🪧9.1 Miles
    3. 📍Newport
  18. 🏢

    BPU Financial Solutions LTD

    FCA reg no.
    575117
    FCA authorised date:
    31/01/18
    Cardiff-based BPU Ltd provides client-focused financial services like life and investments, pension advice, and more; ensuring tailored solutions for clients in South Glamorgan and surrounding areas with trusted, regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Cardiff
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