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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 9 of 27.

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  2. 🏢

    Wise Wealth Management LTD

    FCA reg no.
    925644
    FCA authorised date:
    05/05/20
    Wise Wealth Management Ltd, FCA-registered financial advisors near Blackwood, offer tailored life investments, pension advice, and financial planning services to clients across Gwent and beyond.
    1. ✔1 Financial Adviser
    2. 🪧7.3 Miles
    3. 📍Blackwood
  3. 🏢

    Hubbard-miles Wealth Management LTD

    FCA reg no.
    1019561
    FCA authorised date:
    01/10/24
    Cardiff-based Hubbard-Miles Wealth Management Ltd specialises in comprehensive financial planning, including life, investments, and pension retirement advice. They offer personalised solutions rooted in integrity for clients across South Glamorgan.
    1. ✔3 Financial Advisers
    2. 🪧7.3 Miles
    3. 📍Cardiff
  4. 🏢

    Sanctuary Financial LTD

    FCA reg no.
    807536
    FCA authorised date:
    03/12/18
    Sanctuary Financial Ltd, based in Cardiff, is a leading FCA-regulated financial service provider specializing in life investments, pensions retirement advice, and comprehensive financial planning in the South Glamorgan region.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧7.4 Miles
    4. 📍Cardiff
  5. 🏢

    Owens Wealth Management LTD

    FCA reg no.
    983079
    FCA authorised date:
    12/09/22
    Owens Wealth Management Ltd, a FCA regulated financial services firm, specializes in providing tailored advice on life investments, pensions, and comprehensive financial planning to the Mid Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Pontypridd
  6. 🏢

    BEESURE LTD

    FCA reg no.
    832417
    FCA authorised date:
    01/10/19
    Beesure Ltd, based in Newport Gwent, is a trusted, FCA regulated partner for financial planning and advice, specializing in retirement advice, life insurance, and investments.
    1. ✔2 Financial Advisers
    2. 🪧7.5 Miles
    3. 📍Newport
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  8. 🏢

    Beesure Financial Planning Limited

    FCA reg no.
    930708
    FCA authorised date:
    27/07/20
    Beesure Financial Planning Limited, FCA regulated, specialises in financial planning, offering services like insurance, investments and pension advice. Known for tailored, professional advice, they primarily serve the Gwent area.
    1. ✔4 Financial Advisers
    2. 🪧7.5 Miles
  9. 🏢

    Joosten Financial Planning LTD

    FCA reg no.
    1007400
    FCA authorised date:
    02/04/24
    Newport-based Joosten Financial Planning Ltd provides high-quality, personalised financial advice on life and investment planning, pensions retirement, and comprehensive financial planning. Regulated by the FCA, they prioritise client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Newport
  10. 🏢

    Lifestyle Pensions and Investments LTD

    FCA reg no.
    831668
    FCA authorised date:
    01/08/19
    Lifestyle Pensions and Investments Ltd is a reliable financial services provider in Talbot Green, specialising in insurance, investments, pensions advice, and financial planning. Regulated by FCA and client-focused, it serves the Mid Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Rhondda Cynon Taff
  11. 🏢

    Finli (PDB) LTD

    FCA reg no.
    802430
    FCA authorised date:
    19/01/24
    PDB Wealth Partners Ltd is an FCA regulated financial planning firm in Talbot Green, Mid Glamorgan, specializing in life, investments and retirement advice. They are renowned for tailored services and client-focused advising across GB.
    1. ✔7 Financial Advisers
    2. 🪧7.5 Miles
    3. 📍Talbot Green
  12. 🏢

    Vale Independent Financial Advisers Limited

    FCA reg no.
    491461
    FCA authorised date:
    06/02/09
    Vale Independent Financial Advisers Limited offers a wide range of financial services, including planning and investment advice. Regulated by the FCA, they provide unbiased, reliable guidance for diverse customers across GB.
    1. ✔9 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧7.6 Miles
    4. 📍Talbot Green
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  14. 🏢

    MJS Financial Services LTD

    FCA reg no.
    946843
    FCA authorised date:
    10/03/21
    MJS Financial Services, located in Pontyclun, is a trusted firm providing FCA-regulated financial services including life investments, pensions advice, and comprehensive financial planning across Mid Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Pontyclun
  15. 🏢

    A.c.t. Financial Services LTD

    FCA reg no.
    706413
    FCA authorised date:
    01/09/15
    A.C.T. Financial Services Ltd provides regulated, client-focused financial advice on life insurance, investments, retirement planning and more to Newport and surrounding areas from their base in Rogerstone.
    1. ✔2 Financial Advisers
    2. 🪧7.7 Miles
    3. 📍Newport
  16. 🏢

    Andrew Pratt

    FCA reg no.
    418836
    FCA authorised date:
    23/12/04
    Andrew Pratt is a Cardiff-based, FCA regulated financial services firm offering expert financial planning, insurance advice, investment strategies, and pension consultations in South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧7.8 Miles
    3. 📍Cardiff
  17. 🏢

    Spence Financial LTD

    FCA reg no.
    982111
    FCA authorised date:
    31/08/22
    Spence Financial Ltd, a regulated financial advisory firm based in Cardiff, specializes in providing tailored advice across life, investments, and pensions, offering a personal and professional service.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Cardiff
  18. 🏢

    Acumen Associate Financial Services LTD

    FCA reg no.
    774649
    FCA authorised date:
    08/06/17
    Acumen Associate Financial Services Ltd is a distinguished FCA-recognized financial firm based in Pontyclun, specializing in life investments and pensions retirement advice for all levels of investors.
    1. ✔1 Financial Adviser
    2. 🪧8.2 Miles
    3. 📍Pontyclun
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