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Find FCA registered Financial Advisers Near Me in Caldicot / Cil-y-coed


We have found 542 relevant financial adviser firms within 30 miles of Caldicot / Cil-y-coed. Showing page 6 of 37.

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  2. 🏢

    Glamis Limited

    FCA reg no.
    125405
    FCA authorised date:
    01/12/01
    Glamis Limited is a Bristol-based, FCA-regulated firm offering expert advice on life investments, pensions, and retirement plans to individuals and families in Gloucestershire.
    1. ✔2 Financial Advisers
    2. 🪧9 Miles
    3. 📍Bristol
  3. 🏢

    Wealth Guide Limited

    FCA reg no.
    1045861
    FCA authorised date:
    13/12/25
    Wealth Guide Limited, a respected Bristol-based financial planning firm, offers expert advice on pensions and retirement planning. Known for their client-centric, professional approach, they cater to both new and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧9 Miles
    3. 📍Bristol
  4. 🏢

    Officium Private Wealth LTD

    FCA reg no.
    951306
    FCA authorised date:
    19/05/21
    OPW Chartered Financial Planners, based in Bristol, provide comprehensive financial services including life and investment planning, retirement advice and pension transfers, known for their approachable style and tailored strategies.
    1. ✔3 Financial Advisers
    2. 🪧9 Miles
    3. 📍Bristol
  5. 🏢

    REGAL INDEPENDENT FINANCIAL SERVICES LIMITED

    FCA reg no.
    615267
    FCA authorised date:
    07/04/14
    Regal Independent Financial Services Ltd, based in Bristol, provides comprehensive financial planning solutions such as life and pensions retirement advice. Regulated by the FCA, it offers bespoke strategies for clients in Gloucestershire and surrounding regions.
    1. ✔5 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧9 Miles
    4. 📍Bristol
  6. 🏢

    LV Nicholas Financial Planning Limited

    FCA reg no.
    568978
    FCA authorised date:
    16/11/11
    LV Nicholas Financial Planning Limited, based in Bristol and regulated by the FCA, specialises in wealth management and pensions retirement advice, with a focus on final salary pension transfers, offering personalised financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧9 Miles
    3. 📍Bristol
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  8. 🏢

    Thomas Fear & Co Limited

    FCA reg no.
    530197
    FCA authorised date:
    15/11/10
    FCA registered financial planning firm, Thomas Fear & Co Limited, offers life and investment planning, pensions, and retirement advice in Bristol and surrounding areas, prioritizing trust and transparency.
    1. ✔1 Financial Adviser
    2. 🪧9 Miles
    3. 📍Bristol
  9. 🏢

    Cardens Limited

    FCA reg no.
    591356
    FCA authorised date:
    01/02/13
    Cardens Limited is a trusted, FCA regulated financial service provider in Bristol, offering expert advice on financial planning, life investments, and pensions retirement. Renowned for tailored services, they support clients to navigate their financial future.
    1. ✔3 Financial Advisers
    2. 🪧9 Miles
    3. 📍Bristol
  10. 🏢

    GW Pension Advisor Limited

    FCA reg no.
    1045840
    FCA authorised date:
    22/12/25
    Bristol-based GW Pension Advisor Limited provides specialized life investments, pension retirement advice, and financial planning services under FCA registration, offering personalized solutions for diverse individual needs.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Bristol
  11. 🏢

    Alma Vale Wealth Management Limited

    FCA reg no.
    766051
    FCA authorised date:
    01/12/16
    Bristol-based Alma Vale Wealth Management Limited is a trusted and regulated financial planning firm, offering services like investment advice, pensions support, and comprehensive planning to clients in surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Bristol
  12. 🏢

    Prosperity Planning LTD

    FCA reg no.
    804989
    FCA authorised date:
    01/02/19
    Prosperity Planning Ltd is an FCA regulated financial planning firm in Bristol, specialising in life insurance, retirement pensions advice and investment assistance. Known for approachable tailored solutions, trust and professionalism.
    1. ✔2 Financial Advisers
    2. 🪧9.3 Miles
    3. 📍Bristol
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  14. 🏢

    Coronation Wealth Management LLP

    FCA reg no.
    826961
    FCA authorised date:
    26/11/18
    Bristol-based Coronation Wealth Management LLP offers FCA-regulated, strategic advice in sectors including investments, retirement planning, and financial planning, serving clients across Somerset with a personalised service.
    1. ✔2 Financial Advisers
    2. 🪧9.3 Miles
    3. 📍Bristol
  15. 🏢

    Brooks Wealth Management LLP

    FCA reg no.
    473759
    FCA authorised date:
    21/11/07
    Brooks Wealth Management LLP, located in Bristol, is a renowned financial planning firm. Known for managing complex financial landscapes, they offer expertise in life and investments, pensions retirement advice, and general financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Bristol
  16. 🏢

    City Wealth Management LTD

    FCA reg no.
    1022712
    FCA authorised date:
    18/11/24
    City Wealth Management Ltd in Bristol offers client-focused financial planning and regulated advice. Specialising in insurance, pension retirement advice, and strategic financial planning, they provide tailored services for individuals and businesses.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧9.5 Miles
    4. 📍Bristol
  17. 🏢

    Hive Financial Planning LTD

    FCA reg no.
    982296
    FCA authorised date:
    01/09/22
    Bristol-based Hive Financial Planning Ltd offers tailored financial planning services including life and investments, pensions retirement advice, and final salary pension transfers. Regulated by the FCA, they are a trusted, client-focused firm.
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Bristol
  18. 🏢

    MKFP Limited

    FCA reg no.
    931586
    FCA authorised date:
    07/08/20
    MKFP Limited is an FCA registered authority based in Bristol, specialising in life and investment services, pensions, retirement advice, and strategic financial planning. It's known for its customer-orientated approach and expert insights.
    1. ✔2 Financial Advisers
    2. 🪧9.5 Miles
    3. 📍Bristol
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