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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 6 of 27.

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  2. 🏢

    Tudor House Financial Services Limited

    FCA reg no.
    409706
    FCA authorised date:
    06/09/17
    Tudor House Financial Services Limited, located in Cardiff, provides expert financial services including life insurance, investment advice, and pensions retirement planning, also specialising in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.4 Miles
    3. 📍Cardiff
  3. 🏢

    MacSen Wealth Management LTD

    FCA reg no.
    576159
    FCA authorised date:
    18/05/12
    Macsen Wealth Management Ltd, located in Cardiff, is a FCA-regulated company offering comprehensive financial services, including life insurance, investments, retirement advice, and tailored financial planning. Known for their client-focused approach, they help clients confidently navigate their fin... read full company profile
    1. ✔3 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Cardiff
  4. 🏢

    Lewis Financial Planning & Wealth Management LTD

    FCA reg no.
    973886
    FCA authorised date:
    08/04/22
    A Cardiff-based financial services company, Lewis Financial Planning & Wealth Management Ltd offers bespoke insurance, investment, and retirement planning solutions, known for their regulated, reliable, and client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Cardiff
  5. 🏢

    Burley Fox Limited

    FCA reg no.
    610482
    FCA authorised date:
    02/01/14
    Regulated by the FCA, Burley Fox Limited is a Cardiff-based firm that provides tailored financial services such as life and investment planning, pension schemes, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Cardiff
  6. 🏢

    Portland Wealth Management Limited

    FCA reg no.
    516596
    FCA authorised date:
    21/01/10
    Portland Wealth Management Ltd is a FCA regulated firm in Cardiff, specializing in financial planning and wealth management services, including investments, pensions, retirement advice, and life services.
    1. ✔2 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Cardiff
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  8. 🏢

    Nine Wealth Management LLP

    FCA reg no.
    834059
    FCA authorised date:
    20/02/19
    Cardiff-based Nine Wealth Management LLP specialises in bespoke financial planning and retirement advice, offering client-centric guidance on life investments, pensions, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Cardiff
  9. 🏢

    Morris Paley Wealth Management Limited

    FCA reg no.
    764256
    FCA authorised date:
    11/11/16
    Morris Paley Wealth Management Limited is a Cardiff-based, FCA-regulated financial services provider, specialising in life investments, pensions retirement planning, and financial planning for diverse client needs.
    1. ✔2 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Cardiff
  10. 🏢

    GE Wealth Management LTD

    FCA reg no.
    944366
    FCA authorised date:
    04/02/21
    GE Wealth Management Ltd is a Cardiff-based, FCA-regulated financial service firm specialising in life insurance, pensions, investments, and comprehensive financial planning for clients locally and beyond.
    1. ✔2 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Cardiff
  11. 🏢

    Harry Robinson Wealth Management Limited

    FCA reg no.
    771314
    FCA authorised date:
    09/02/17
    Harry Robinson Wealth Management, based in Cardiff, is a premier, FCA-regulated financial services firm known for its comprehensive financial planning, investment and retirement advice, and regional coverage.
    1. ✔3 Financial Advisers
    2. 🪧6.4 Miles
    3. 📍Cardiff
  12. 🏢

    Robert Liam Ingram

    FCA reg no.
    649779
    FCA authorised date:
    14/10/14
    Cardiff-based Robert Liam Ingram offers a range of financial services, specialising in life investments, pensions advice, and financial planning. As a FCA regulated firm, they provide transparent, personalised advice for secure futures.
    1. ✔1 Financial Adviser
    2. 🪧6.4 Miles
    3. 📍Cardiff
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  14. 🏢

    IWM Wealth Management LTD

    FCA reg no.
    785950
    FCA authorised date:
    03/08/17
    IWM Wealth Management Ltd, an FCA-registered firm in Blackwood, Gwent, specialises in providing regulated advice on investments, life and pensions retirement. They offer tailored financial planning services with a friendly approach.
    1. ✔2 Financial Advisers
    2. 🪧6.5 Miles
    3. 📍Blackwood
  15. 🏢

    Huw Williams

    FCA reg no.
    1016890
    FCA authorised date:
    13/07/24
    Huw Williams is a Cardiff-based financial services firm providing comprehensive advice on insurance, investments and pensions. Renowned for their regulated, customer-focused expertise, they offer tailored solutions to all financial needs.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Cardiff
  16. 🏢

    Hill & Co Financial Advisers LTD

    FCA reg no.
    734657
    FCA authorised date:
    29/01/16
    Cardiff-based Hill & Co Financial Advisers Ltd, regulated by the FCA, offers prime financial advice specializing in insurance, pensions, investments, and comprehensive planning across South Glamorgan and beyond.
    1. ✔2 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍Cardiff
  17. 🏢

    Jolyon Roderick

    FCA reg no.
    918783
    FCA authorised date:
    27/12/19
    FCA regulated Jolyon Roderick, located in Cardiff, specializes in financial planning, pensions retirement advice, life insurance services, and investment guidance. Noted for its friendly approach, the firm fosters long-term partnerships.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Cardiff
  18. 🏢

    Habitual Wealth LTD

    FCA reg no.
    956914
    FCA authorised date:
    15/08/21
    Habitual Wealth Ltd is a leading Cardiff-based financial services firm, offering customised insurance, investment, and retirement planning services, with expertise in final salary pension transfers. FCA registered for compliant service.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Cardiff
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