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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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.- ✔9 Financial Advisers
- 🪧12.3 Miles
- 📍Bristol
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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 Financial Adviser
- 🪧12.4 Miles
- 📍Chepstow
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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.- ✔6 Financial Advisers
- 🪧12.4 Miles
- 📍Cardiff
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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.- ✔2 Financial Advisers
- 🪧12.4 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧12.4 Miles
- 📍Cardiff
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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.- ✔7 Financial Advisers
- ✔8 Mortgage Brokers
- 🪧12.4 Miles
- 📍Cardiff
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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 Financial Adviser
- ✔1 Mortgage Broker
- 🪧12.4 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧12.4 Miles
- 📍Clevedon
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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.- ✔12 Financial Advisers
- 🪧12.5 Miles
- 📍Clevedon
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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 Financial Adviser
- 🪧12.5 Miles
- 📍Clevedon
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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.- ✔8 Financial Advisers
- 🪧12.5 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧12.5 Miles
- 📍Cardiff
- 🏢
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 Financial Adviser
- 🪧12.5 Miles
- 📍Cardiff
- 🏢
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 Financial Adviser
- 🪧12.5 Miles
- 📍Cardiff
- 🏢
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.- ✔3 Financial Advisers
- 🪧12.6 Miles
- 📍Cardiff
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