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Find FCA registered Financial Advisers Near Me in Caerphilly / Caerffili

Explore FCA-approved financial advisers in Caerphilly and the surrounding area with our easy-to-use online directory. Whether you’re planning for retirement, managing investments, or seeking tailored financial guidance, find qualified professionals nearby to support your financial goals. Use our directory to quickly connect with advisers who can help you navigate your financial future.
Explore FCA-approved financial advisers in Caerphilly and the surrounding area with our easy-to-use online directory.
Whether you’re planning for retirement, managing investments, or seeking tailored financial guidance, find qualified professionals nearby to support your financial goals. Use our directory to quickly connect with advisers who can help you navigate your financial future.
Search Financial Advisers Logo

We have found 398 relevant financial adviser firms within 30 miles of Caerphilly / Caerffili. Showing page 10 of 27.

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  2. 🏢

    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. 🪧8.2 Miles
    3. 📍Blackwood
  3. 🏢

    Parkmore Financial Services Limited

    FCA reg no.
    807598
    FCA authorised date:
    26/11/18
    Parkmore Financial Services, an FCA-regulated firm in Cardiff, provides comprehensive financial solutions including insurance, investments, retirement advice and financial planning, with a commitment to fostering financial growth.
    1. ✔2 Financial Advisers
    2. 🪧8.6 Miles
    3. 📍Cardiff
  4. 🏢

    WILCOX FINANCIAL PLANNING LTD

    FCA reg no.
    672288
    FCA authorised date:
    08/06/15
    Wilcox Financial Planning Limited, based in Pontyclun, offers expert FCA-regulated advice on life and investment planning, pensions, and retirement solutions, serving clients from new investors to experienced retirees.
    1. ✔1 Financial Adviser
    2. 🪧8.6 Miles
    3. 📍Pontyclun
  5. 🏢

    Ascent Wealth Management

    FCA reg no.
    915918
    FCA authorised date:
    29/10/19
    Ascent Wealth Management, an FCA-regulated firm in Newport, specializes in providing regulated advice on investments and financial planning. Known for its integrity and client satisfaction, it caters to diverse clientele.
    1. ✔3 Financial Advisers
    2. 🪧8.7 Miles
    3. 📍Newport
  6. 🏢

    Browne & Brown IFA Limited

    FCA reg no.
    954619
    FCA authorised date:
    13/07/21
    A renowned, FCA regulated financial firm, Browne & Brown IFA Limited offers expert financial advice, including life and investments, pensions, and financial planning. The client-focused firm provides tailored solutions catering to individual financial needs.
    1. ✔2 Financial Advisers
    2. 🪧8.7 Miles
    3. 📍Pontyclun
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  8. 🏢

    Dragon Financial Planning LTD

    FCA reg no.
    841978
    FCA authorised date:
    19/05/20
    Dragon Financial Planning Ltd is a Newport-based, FCA-registered firm providing regulated financial services like life insurance, pensions retirement advice, and investments across the UK.
    1. ✔2 Financial Advisers
    2. 🪧9 Miles
    3. 📍Newport
  9. 🏢

    Vital Financial Planning LTD

    FCA reg no.
    841309
    FCA authorised date:
    20/05/20
    Vital Financial Planning Ltd is a regulated financial services company in Newport, offering expertise in life investments, pension retirement advice, and holistic financial planning tailored to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧9 Miles
    3. 📍Newport
  10. 🏢

    Heron House Financial Management Limited

    FCA reg no.
    170982
    FCA authorised date:
    01/12/01
    Heron House Financial Management Limited is a FCA-regulated firm in Newport offering expert financial services including life investments, pensions and retirement planning for both individuals and businesses.
    1. ✔6 Financial Advisers
    2. 🪧9.1 Miles
    3. 📍Newport
  11. 🏢

    Create Wealth Management LTD

    FCA reg no.
    425738
    FCA authorised date:
    19/04/05
    1. ✔2 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Newport
  12. 🏢

    KYMIN FINANCIAL SERVICES LIMITED

    FCA reg no.
    189815
    FCA authorised date:
    01/12/01
    KYMIN Financial Services is a trusted Newport-based financial firm offering specialised services like life and investments planning, pensions, and retirement advice. FCA regulated, it provides tailored advice for individuals across Gwent.
    1. ✔5 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Newport
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  14. 🏢

    Sweetland Associates Limited

    FCA reg no.
    744333
    FCA authorised date:
    03/01/17
    Sweetland Associates Limited provides FCA regulated financial services including insurance, investment strategies, pensions, retirement advice, and financial planning. They are personalized, robust, and suitable for individual needs.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Newport
  15. 🏢

    Steven James

    FCA reg no.
    824620
    FCA authorised date:
    31/10/18
    FCA-regulated firm, Steven James, delivers comprehensive financial planning and regulated advice from Tonyrefail. The dedicated team offers investment management, pension transfers, and retirement advice to secure clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Porth
  16. 🏢

    David Stock & Co Limited

    FCA reg no.
    121754
    FCA authorised date:
    01/12/01
    David Stock & Co Ltd is a trusted, FCA regulated financial firm in Newport, known for offering tailored advice on life insurance, investments, and pensions retirement.
    1. ✔2 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧9.5 Miles
    4. 📍Newport
  17. 🏢

    Voyager Financial Services LTD

    FCA reg no.
    206196
    FCA authorised date:
    16/07/01
    Voyager Financial Services Ltd is a trusted FCA-regulated provider of comprehensive financial services, including wealth management, investments, pensions retirement advice, and tailored life financial planning.
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Penarth
  18. 🏢

    Chapelwood Financial Planning LTD

    FCA reg no.
    196672
    FCA authorised date:
    01/12/01
    U.K.-based Chapelwood Financial Planning Ltd provides comprehensive financial services including investment, retirement, and insurance advice. Known for a professional yet approachable style, they tailor solutions to individual and business needs.
    1. ✔2 Financial Advisers
    2. 🪧9.5 Miles
    3. 📍Newport
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