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Find FCA registered Financial Advisers Near Me in Cardiff

Explore a wide selection of FCA-approved financial advisers in Cardiff through our easy-to-use online directory. From retirement planning to investment advice, connect with professionals ready to support your financial decisions. Whether you're based in the city centre or surrounding neighbourhoods, our directory helps you find advisers near you, making it simple to take control of your financial future.
Explore a wide selection of FCA-approved financial advisers in Cardiff through our easy-to-use online directory.
From retirement planning to investment advice, connect with professionals ready to support your financial decisions. Whether you're based in the city centre or surrounding neighbourhoods, our directory helps you find advisers near you, making it simple to take control of your financial future.
Search Financial Advisers Logo

We have found 429 relevant financial adviser firms within 30 miles of Cardiff. Showing page 1 of 29.

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  2. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧3.9 Miles
    2. 📍Cwmbran
    ★★★★⯨
  3. 🏢

    Castra Financial

    FCA reg no.
    845715
    FCA authorised date:
    14/04/20
    Financial Planner within an Independent Financial Advice Firm, helping people understand their number to live their best lives.
    1. ✔3 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Cwmbran
    ★★★★⯨
  4. 🏢

    Financial Planning Solutions LTD

    FCA reg no.
    480455
    FCA authorised date:
    07/05/08
    Helping our clients live the lifestyle they aspire to both now and in retirement without fear of running out of money.
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £250,000
    3. ✔Min Assets: £250,000
    4. 🪧13.4 Miles
    5. 📍Cwmbran
  5. 🏢

    Watermark Wealth Management

    FCA reg no.
    828533
    FCA authorised date:
    02/09/19
    DREAM, PLAN... LIVE! The key to a great life is how you live it By focusing our people and technology towards your goals, we can help you achieve them. Our strategies are tailored, robust, monitored and sensitised to market shocks and lifetime events allowing our clients to focus on what m... read full company profile
    1. ✔4 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £300,000
    4. 🪧19.7 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  6. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧20.5 Miles
    4. 📍Tredegar
  7. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧31.8 Miles
    3. 📍Taunton
  8. 🏢

    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. 🪧0.2 Miles
    3. 📍Cardiff
  9. 🏢

    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. 🪧0.2 Miles
    3. 📍Cardiff
  10. 🏢

    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. 🪧0.2 Miles
    3. 📍Cardiff
  11. 🏢

    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. 🪧0.2 Miles
    3. 📍Cardiff
  12. 🏢

    Gregory Wintermute

    FCA reg no.
    1039857
    FCA authorised date:
    07/08/25
    Gregory Wintermute is a FCA registered firm providing tailored financial services, including insurance coverage and pension retirement advice in Cardiff. Specialising in final salary pension transfers and investments, they ensure approachable, professional service.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cardiff
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  14. 🏢

    Life & Legacy Wealth Management

    FCA reg no.
    917224
    FCA authorised date:
    21/11/19
    Cardiff-based Life & Legacy Wealth Management provides tailored financial planning services, specializing in pensions retirement and final salary pension transfers. Offering reliable, regulated advice, they focus on securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cardiff
  15. 🏢

    Lauren Carless

    FCA reg no.
    925528
    FCA authorised date:
    01/05/20
    Lauren Carless is a reputable financial firm in Cardiff, specializing in life investments, pensions, retirement advice and comprehensive financial planning. Known for its professional yet personal services, it caters to clients across South Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cardiff
  16. 🏢

    JP Private Clients LLP

    FCA reg no.
    833638
    FCA authorised date:
    13/02/19
    JP Private Clients LLP, a reputable Cardiff-based firm, provides regulated financial services including investment, insurance, and retirement advice. Known for tailored solutions, it extends its reach across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cardiff
  17. 🏢

    Paul Jones

    FCA reg no.
    618669
    FCA authorised date:
    16/09/21
    As a FCA-regulated firm, Paul Jones provides comprehensive financial planning in Cardiff, specialising in life investments, retirement and pension-related matters, including final salary pension transfers. Known for professional, approachable service.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cardiff
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