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.
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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.- ✔5 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧11.2 Miles
- 📍Cardiff
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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.- ✔3 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧11.4 Miles
- 📍Cardiff
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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.- ✔2 Financial Advisers
- 🪧11.4 Miles
- 📍Caerphilly
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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 Financial Adviser
- 🪧11.5 Miles
- 📍Caerphilly
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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 Financial Adviser
- 🪧11.5 Miles
- 📍Blackwood
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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.- ✔2 Financial Advisers
- 🪧11.5 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧11.7 Miles
- 📍Cardiff
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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.- ✔4 Financial Advisers
- 🪧11.7 Miles
- 📍Cardiff
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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.- ✔4 Financial Advisers
- 🪧11.7 Miles
- 📍Cardiff
- 🏢
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.- ✔2 Financial Advisers
- 🪧11.7 Miles
- 📍Bristol
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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.- ✔3 Financial Advisers
- 🪧11.8 Miles
- 📍Caerphilly
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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 Financial Adviser
- 🪧11.9 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧12.1 Miles
- 📍Chepstow
- 🏢
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.- ✔2 Financial Advisers
- 🪧12.2 Miles
- 📍Chepstow
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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.- ✔3 Financial Advisers
- 🪧12.3 Miles
- 📍Hengoed
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