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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 2 of 27.

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  2. 🏢

    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. 🪧3 Miles
    3. 📍Cardiff
  3. 🏢

    CHRIS LEACH and ASSOCIATES LIMITED

    FCA reg no.
    563997
    FCA authorised date:
    03/01/12
    Chris Leach & Associates Ltd, based in Cardiff, offers regulated financial services such as life insurance, investments, pensions, and retirement advice. They are dedicated to personalised planning for individuals and families' financial futures.
    1. ✔3 Financial Advisers
    2. 🪧3.1 Miles
    3. 📍Cardiff
  4. 🏢

    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. 🪧3.2 Miles
    3. 📍Cardiff
  5. 🏢

    D.s. HOWELL FINANCIAL SERVICES LIMITED

    FCA reg no.
    428904
    FCA authorised date:
    19/04/05
    FCA-regulated D.S. Howell Financial Services Limited offers effective financial solutions and personalised advice in Cardiff and South Glamorgan. Specialists in life and investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Cardiff
  6. 🏢

    First Option

    FCA reg no.
    431351
    FCA authorised date:
    01/06/05
    FCA registered First Option is a premier financial advisory firm in Tongwynlais, Cardiff. Offering services like life and investment management, retirement advice, and comprehensive financial planning, it's known for its client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Cardiff
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  8. 🏢

    Lisa Griffiths

    FCA reg no.
    914623
    FCA authorised date:
    07/10/19
    Lisa Griffiths is a Cardiff-based financial expert, specialising in life investments and pensions. Offering customised, regulated financial planning across South Glamorgan, she is known for her client-centric approach. FCA regulated: 914623.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Cardiff
  9. 🏢

    Paul Bird

    FCA reg no.
    563514
    FCA authorised date:
    31/08/11
    Paul Bird is an FCA-regulated financial advisory firm in Cardiff, providing personalised advice in life investments, pensions, final salary pension transfers, and financial planning to the South Glamorgan area.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Cardiff
  10. 🏢

    WPS Wealth Limited

    FCA reg no.
    1023571
    FCA authorised date:
    01/04/25
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧3.4 Miles
    4. 📍Cardiff
  11. 🏢

    Ross Mitchell

    FCA reg no.
    795022
    FCA authorised date:
    24/11/17
    Ross Mitchell is a Cardiff-based financial planning firm offering bespoke advice on life investments and pensions, specialising in pension transfers and retirement planning, renowned for its client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Cardiff
  12. 🏢

    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. 🪧3.5 Miles
    4. 📍Cardiff
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  14. 🏢

    Millfield Wealth Management LTD

    FCA reg no.
    769590
    FCA authorised date:
    17/01/17
    Cardiff-based Millfield Wealth Management Ltd is a trusted, approachable firm specializing in financial planning, pensions retirement advice, and final salary pension transfers, offering tailored, regulated services to meet individual needs.
    1. ✔3 Financial Advisers
    2. 🪧3.6 Miles
    3. 📍Cardiff
  15. 🏢

    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. 🪧3.6 Miles
    3. 📍Cardiff
  16. 🏢

    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. 🪧3.6 Miles
    3. 📍Cardiff
  17. 🏢

    Ian D Campbell Independent Financial Services LTD

    FCA reg no.
    771110
    FCA authorised date:
    07/02/17
    Ian D Campbell Independent Financial Services Ltd is a trusted Pontypridd-based firm providing tailored financial services, including insurance, investments, and pensions retirement advice, regulated by the FCA. Known for their client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧3.8 Miles
    3. 📍Pontypridd
  18. 🏢

    Longwood Financial Planning Limited

    FCA reg no.
    736323
    FCA authorised date:
    28/05/24
    Longwood Financial Planning Limited, based in Cardiff, offers personalised financial services and unbiased advice on wealth management, pension retirement, and overall financial planning. They focus on building strong client relationships and achieving client financial objectives.
    1. ✔1 Financial Adviser
    2. 🪧3.8 Miles
    3. 📍Cardiff
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