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 5 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. 🏢

    JWA Financial Planning LTD

    FCA reg no.
    798772
    FCA authorised date:
    01/06/18
    JWA Financial Planning Ltd is a leading FCA registered firm in Cardiff, providing expert advice on investments, pensions, and life insurance. They are renowned for their client-centred approach, transparency, and comprehensive financial solutions.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧11.2 Miles
    4. 📍Cardiff
  3. 🏢

    Pure Wealth Management Limited

    FCA reg no.
    826357
    FCA authorised date:
    13/06/19
    Located in Cardiff, Pure Wealth Management offers personalised financial services including life and investments, pensions retirement advice, and financial planning. Known for their client-focused approach, they help secure your financial future.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧11.4 Miles
    4. 📍Cardiff
  4. 🏢

    Gregory Davies Wealth Management LTD

    FCA reg no.
    923669
    FCA authorised date:
    10/12/24
    Regulated by the FCA, Gregory Davies Wealth Management Ltd. provides tailored financial services including insurance, investments and pensions. Based in Caerphilly, they're known for their professional, approachable and strategic wealth management advice.
    1. ✔2 Financial Advisers
    2. 🪧11.4 Miles
    3. 📍Caerphilly
  5. 🏢

    The Rutherford Lewis & Read Partnership

    FCA reg no.
    195527
    FCA authorised date:
    31/05/05
    Rutherford Lewis & Read, a FCA regulated financial services provider in Gwent, Caerphilly, offers comprehensive investment advice, pension guidance, financial planning and more to clients across the region.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Caerphilly
  6. 🏢

    Argoed Wealth Management LTD

    FCA reg no.
    733723
    FCA authorised date:
    01/12/16
    Argoed Wealth Management Ltd, regulated by the FCA, offers comprehensive financial services including life planning, investment advice, and pension transfers; providing accessible, professional financial planning in Blackwood.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Blackwood
  7. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  8. 🏢

    Jacobs and Harris Limited

    FCA reg no.
    588166
    FCA authorised date:
    15/04/13
    Jacobs and Harris Limited, a reputable FCA-regulated financial advisory firm based in Thornhill, Cardiff, offers tailored financial solutions including investment planning, pensions advice, and overarching financial planning.
    1. ✔2 Financial Advisers
    2. 🪧11.5 Miles
    3. 📍Cardiff
  9. 🏢

    Andrew Varley

    FCA reg no.
    912298
    FCA authorised date:
    14/08/19
    Andrew Varley Financial Planning is a Cardiff-based firm offering personalised financial services including investment planning, retirement advice, and pension transfers. They specialise in tailored plans to secure clients' futures.
    1. ✔1 Financial Adviser
    2. 🪧11.7 Miles
    3. 📍Cardiff
  10. 🏢

    Abram Partnership LTD

    FCA reg no.
    501657
    FCA authorised date:
    28/07/20
    Abram Partnership Ltd is a Cardiff-based, FCA-regulated financial firm offering diverse services like insurance, investments, and pension advice, known for their tailored solutions and approachable nature.
    1. ✔4 Financial Advisers
    2. 🪧11.7 Miles
    3. 📍Cardiff
  11. 🏢

    NTM FINANCIAL SERVICES LIMITED

    FCA reg no.
    589715
    FCA authorised date:
    02/01/13
    NTM Financial Services, FCA registered, specialises in personalised financial planning, including life and investment advice, as well as pension and retirement guidance. Their client-focused approach prioritises individual needs and long-term financial stability.
    1. ✔4 Financial Advisers
    2. 🪧11.7 Miles
    3. 📍Cardiff
  12. 🏢

    Weston Associates IFA Limited

    FCA reg no.
    207494
    FCA authorised date:
    17/01/02
    Weston Associates IFA Limited, based in Bristol, offers comprehensive financial planning and regulated advice. Registered with the FCA, they specialize in life, investments, and retirement advice for local communities.
    1. ✔2 Financial Advisers
    2. 🪧11.7 Miles
    3. 📍Bristol
  13. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  14. 🏢

    Thomas, Carroll Independent Financial Advisers Limited

    FCA reg no.
    450497
    FCA authorised date:
    03/07/06
    Thomas, Carroll Independent Financial Advisers Limited located in Caerphilly, Gwent offers specialised financial advice on investments, pensions, and retirement planning. Ensures adherence to high standards, serving clients with reliable, regulated advice.
    1. ✔3 Financial Advisers
    2. 🪧11.8 Miles
    3. 📍Caerphilly
  15. 🏢

    Powell & Associates Financial Planning

    FCA reg no.
    801907
    FCA authorised date:
    15/02/18
    Powell & Associates Financial Planning is a leading FCA-regulated advisory firm in Bristol, specialising in personalised advice on life, investments, pensions and retirement planning for clients in Somerset.
    1. ✔1 Financial Adviser
    2. 🪧11.9 Miles
    3. 📍Bristol
  16. 🏢

    David Griffith Rogers

    FCA reg no.
    1005484
    FCA authorised date:
    24/11/23
    David Griffith Rogers is a Gwent-based financial firm specializing in financial planning, investments, and retirement advice. Renowned for personalized, client-oriented services, they operate under FCA registration number 1005484.
    1. ✔1 Financial Adviser
    2. 🪧12.1 Miles
    3. 📍Chepstow
  17. 🏢

    Isaac Wealth Limited

    FCA reg no.
    761086
    FCA authorised date:
    13/10/16
    Isaac Wealth Limited is a reputable financial services firm in Chepstow, Gwent, offering expertise in life insurance, investments, pensions, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧12.2 Miles
    3. 📍Chepstow
  18. 🏢

    Stellar Financial Planning LTD

    FCA reg no.
    1016442
    FCA authorised date:
    05/08/24
    Stellar Financial Planning Ltd provides comprehensive financial solutions, specializing in final salary pension transfers and client-focused financial planning across Gwent. They assure a secure financial future with regulated advice.
    1. ✔3 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Hengoed
  19. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
Page 5 of 31. Showing results 61 to 75.
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