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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 4 of 31.

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  2. 🏢

    Ramsay and White Wealth Management Limited

    FCA reg no.
    975400
    FCA authorised date:
    10/05/22
    Ramsay and White Wealth Management Limited, a FCA registered firm in Cardiff, specializes in comprehensive financial planning services, offering tailored advice on life and investment plans, pensions retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧9.1 Miles
    4. 📍Cardiff
  3. 🏢

    Hawkinsthomas LTD

    FCA reg no.
    747212
    FCA authorised date:
    17/05/16
    HawkinsThomas Ltd is a professional financial planning firm in Cardiff, providing tailored, regulated advice. Known for trustworthiness and client satisfaction, it specialises in life investments, retirement pensions, and holistic financial planning.
    1. ✔11 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Cardiff
  4. 🏢

    Adam Hughes Wealth Management LTD

    FCA reg no.
    946291
    FCA authorised date:
    04/03/21
    Adam Hughes Wealth Management Ltd. is a Cardiff based, FCA regulated wealth management company specialising in financial planning solutions for individuals and businesses with a client-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍Cardiff
  5. 🏢

    Wise Wealth Management LTD

    FCA reg no.
    925644
    FCA authorised date:
    05/05/20
    Wise Wealth Management Ltd, FCA-registered financial advisors near Blackwood, offer tailored life investments, pension advice, and financial planning services to clients across Gwent and beyond.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Blackwood
  6. 🏢

    Mulberry Wealth Management Limited

    FCA reg no.
    499351
    FCA authorised date:
    28/05/09
    Mulberry Wealth Management, an FCA-regulated financial firm in Cardiff, specialises in crafting tailored portfolios and advising on insurance, investments, pensions and retirement planning.
    1. ✔8 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧10.8 Miles
    4. 📍Cardiff
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  8. 🏢

    Solosy Wealth Management Limited

    FCA reg no.
    732361
    FCA authorised date:
    18/01/16
    Solosy Wealth Management Limited is a renowned financial services firm in Cardiff, offering reliable life and investment management, pensions retirement advice, and overall financial planning tailored to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧10.8 Miles
    3. 📍Cardiff
  9. 🏢

    MULBERRY WEALTH CLIENT SERVICES LIMITED

    FCA reg no.
    197003
    FCA authorised date:
    01/12/01
    Regulated by the FCA, Mulberry Wealth Client Services Limited is a reputable Cardiff-based financial firm offering expert advice on life, investments, retirement and financial planning tailored to individual needs.
    1. ✔8 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧10.8 Miles
    4. 📍Cardiff
  10. 🏢

    Coote Financial Planning LTD

    FCA reg no.
    1047124
    FCA authorised date:
    13/12/25
    Coote Financial Planning Ltd offers comprehensive financial services including life and investment advice, pensions, and retirement advice. Regulated by the FCA, they are known for their approachable service and tailored client solutions.
    1. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Blackwood
  11. 🏢

    Bridgewood Independent Financial Advice LTD

    FCA reg no.
    923322
    FCA authorised date:
    26/03/20
    Bridgewood Independent Financial Advice Ltd is a FCA regulated financial service provider in Blackwood, Gwent, specializing in bespoke financial planning and advice, pensions, investments, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧10.9 Miles
    3. 📍Blackwood
  12. 🏢

    Sherald Ann Waterhouse-trew

    FCA reg no.
    915901
    FCA authorised date:
    28/10/19
    Sherald Ann Waterhouse-Trew, an FCA regulated firm in Caerphilly, Gwent, specializes in financial services like life insurance and pension advice, serving a diverse client base with professional integrity.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Caerphilly
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  14. 🏢

    Kingsley Wealth Management LTD

    FCA reg no.
    968911
    FCA authorised date:
    31/01/22
    2. Kingsley Wealth Management is a Cardiff-based firm offering dynamic financial planning and retirement advice to clients in Gwent and beyond, specializing in life investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Cardiff
  15. 🏢

    IWM Wealth Management LTD

    FCA reg no.
    785950
    FCA authorised date:
    03/08/17
    IWM Wealth Management Ltd, an FCA-registered firm in Blackwood, Gwent, specialises in providing regulated advice on investments, life and pensions retirement. They offer tailored financial planning services with a friendly approach.
    1. ✔2 Financial Advisers
    2. 🪧11 Miles
    3. 📍Blackwood
  16. 🏢

    Ross Mitchell

    FCA reg no.
    795022
    FCA authorised date:
    24/11/17
    Ross Mitchell is a Cardiff-based financial planning firm offering bespoke advice on life investments and pensions, specialising in pension transfers and retirement planning, renowned for its client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Cardiff
  17. 🏢

    Servini Financial Planning Limited

    FCA reg no.
    823801
    FCA authorised date:
    01/04/19
    Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.
    1. ✔1 Financial Adviser
    2. 🪧11.1 Miles
    3. 📍Caerphilly
  18. 🏢

    Jonathan Richards Financial Consultancy LTD

    FCA reg no.
    725999
    FCA authorised date:
    03/11/16
    Jonathan Richards Financial Consultancy Ltd, based in Cardiff, is a FCA-regulated advisor specializing in life, investments, pensions advice, and comprehensive financial planning. Known for their personalised, client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧11.2 Miles
    3. 📍Cardiff
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