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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 6 of 31.

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  2. 🏢

    Kellands (bristol) Limited

    FCA reg no.
    196145
    FCA authorised date:
    01/12/01
    Kellands (Bristol) Limited is a trusted, FCA regulated financial services firm in Bristol, Somerset. They specialise in life and investment planning, pensions, and retirement advice for local residents.
    1. ✔9 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Bristol
  3. 🏢

    Hockey Wealth Management LTD

    FCA reg no.
    1000155
    FCA authorised date:
    22/08/23
    Hockey Wealth Management Ltd, regulated by the FCA, offers expert financial services focusing on investments and pensions. Based in St. Arvans, they emphasize client-focused advice across Gwent and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧12.4 Miles
    3. 📍Chepstow
  4. 🏢

    Lowndes Halsden & Partners Limited

    FCA reg no.
    150469
    FCA authorised date:
    01/12/01
    Lowndes Halsden & Partners Limited in Cardiff offers regulated financial advice, wealth management, and investment services. Specialising in insurance, pensions, and retirement plans, they serve South Glamorgan with a client-focused approach.
    1. ✔6 Financial Advisers
    2. 🪧12.4 Miles
    3. 📍Cardiff
  5. 🏢

    C J Hannan LTD

    FCA reg no.
    588666
    FCA authorised date:
    18/04/13
    C J Hannan Ltd, based in Cardiff, is an FCA regulated firm specialising in financial services including life insurance, investments, and pensions advice, trusted by local clientele.
    1. ✔2 Financial Advisers
    2. 🪧12.4 Miles
    3. 📍Cardiff
  6. 🏢

    Zensco Wealth Management LTD

    FCA reg no.
    978317
    FCA authorised date:
    01/07/22
    Zensco Wealth Management Ltd, based in Cardiff, is a reputable financial planning firm specialising in investments, life insurance, and pension advice. Regulated by the FCA, they are a trusted financial partner.
    1. ✔1 Financial Adviser
    2. 🪧12.4 Miles
    3. 📍Cardiff
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  8. 🏢

    Validpath Limited

    FCA reg no.
    197107
    FCA authorised date:
    01/12/01
    ValidPath Limited is a trusted Cardiff-based firm providing expert financial services, including investment planning and retirement advice. Known for their professional yet personal approach, they offer tailored, regulated financial assistance.
    1. ✔7 Financial Advisers
    2. ✔8 Mortgage Brokers
    3. 🪧12.4 Miles
    4. 📍Cardiff
  9. 🏢

    Eden Hawk Wealth Management Limited

    FCA reg no.
    1030866
    FCA authorised date:
    14/04/25
    Eden Hawk Wealth Management Limited is a Cardiff-based, FCA-regulated firm specialising in holistic financial planning including life investments, pensions retirement advice and final salary pension transfers. Known for client-focused service, it empowers clients for a secure future.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧12.4 Miles
    4. 📍Cardiff
  10. 🏢

    Realise Financial Planning LTD

    FCA reg no.
    1018041
    FCA authorised date:
    13/09/24
    Realise Financial Planning Ltd, an FCA-registered firm in Clevedon, Somerset, provides expert advice on life investments, pensions, retirement planning and comprehensive financial planning for both local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧12.4 Miles
    3. 📍Clevedon
  11. 🏢

    Centurion Wealth Management Limited

    FCA reg no.
    509905
    FCA authorised date:
    08/02/10
    Centurion Chartered Financial Planners, based in Clevedon, Somerset, provides tailored expert advice in life investments, pensions, and retirement planning with a commitment to client satisfaction.
    1. ✔12 Financial Advisers
    2. 🪧12.5 Miles
    3. 📍Clevedon
  12. 🏢

    Coleridge Wealth Management Limited

    FCA reg no.
    917697
    FCA authorised date:
    02/12/19
    Coleridge Wealth Management Limited, based in Clevedon, Somerset, specialises in life investments, retirement planning, and regulated advice. They also provide expertise in final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Clevedon
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  14. 🏢

    Seven Financial UK Limited

    FCA reg no.
    602051
    FCA authorised date:
    01/10/13
    Cardiff-based Seven Financial Group offers regulated financial advice on pensions, investments, and life segments. Their experienced team provides custom-fit strategies, prioritising client needs with a friendly, professional approach.
    1. ✔8 Financial Advisers
    2. 🪧12.5 Miles
    3. 📍Cardiff
  15. 🏢

    The Jon & Julia Wooller Partnership

    FCA reg no.
    214974
    FCA authorised date:
    31/05/05
    Based in Cardiff, Jon Wooller offers a variety of financial planning services including life and investments, and tailored pension advice. Regulated by the FCA, they focus on securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Cardiff
  16. 🏢

    Waverley Court Consulting LTD

    FCA reg no.
    624087
    FCA authorised date:
    11/08/14
    Waverley Court Consulting Ltd is a FCA recognised Welsh financial services firm, specialising in personalised financial planning, life insurance, and investment opportunities. They are trusted for offering bespoke, client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Cardiff
  17. 🏢

    Rhodri Samuel

    FCA reg no.
    1022362
    FCA authorised date:
    06/12/24
    Rhodri Samuel, a trusted firm based in Cardiff, offers expert financial planning, regulated pension advice, and personalised investment guidance. Known for its comprehensive, transparent, and FCA-regulated services.
    1. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Cardiff
  18. 🏢

    AMG Wealth Solutions LLP

    FCA reg no.
    517892
    FCA authorised date:
    16/08/10
    AMG Wealth Solutions LLP is a Cardiff-based regulated firm specializing in personalized financial planning services, including life investments and retirement advice, serving individuals and businesses across South Glamorgan.
    1. ✔3 Financial Advisers
    2. 🪧12.6 Miles
    3. 📍Cardiff
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