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Find FCA registered Financial Advisers Near Me in CF14 2


We have found 402 relevant financial adviser firms within 30 miles of CF14 2. Showing page 7 of 27.

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  2. 🏢

    RWB Wealth LTD

    FCA reg no.
    844511
    FCA authorised date:
    17/03/23
    RWB Wealth Ltd is a Cardiff-based firm specialising in financial planning and regulated advice, offering services from insurance to investment strategies. Noted for its approachable service, they cater to individuals and businesses alike.
    1. ✔2 Financial Advisers
    2. 🪧4.6 Miles
    3. 📍Cardiff
  3. 🏢

    The Rutherford Lewis & Read Partnership

    FCA reg no.
    195527
    FCA authorised date:
    31/05/05
    Rutherford Lewis & Read, a FCA regulated financial services provider in Gwent, Caerphilly, offers comprehensive investment advice, pension guidance, financial planning and more to clients across the region.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Caerphilly
  4. 🏢

    Llewellyn Financial Solutions LTD

    FCA reg no.
    458144
    FCA authorised date:
    04/10/06
    Llewellyn Financial Solutions Ltd, near Cardiff, is a FCA-regulated firm offering expert financial planning, investment and pension advice tailored to various life stages. Specialises in life investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Nr Cardiff
  5. 🏢

    EST Wealth LTD

    FCA reg no.
    921582
    FCA authorised date:
    23/09/20
    EST Wealth Ltd is an FCA-regulated financial services company based in Groesfaen, offering tailored advice in investment planning, pensions and retirement across South Glamorgan and beyond.
    1. ✔3 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Pontyclun
  6. 🏢

    ROMILLY ASSOCIATES IFA LTD

    FCA reg no.
    450550
    FCA authorised date:
    03/08/06
    Romilly Associates IFA Ltd in Penarth, GB offers personalized financial planning, specializing in life insurance along with investment and pensions retirement advice.
    1. ✔3 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Penarth
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  8. 🏢

    Voyager Financial Services LTD

    FCA reg no.
    206196
    FCA authorised date:
    16/07/01
    Voyager Financial Services Ltd is a trusted FCA-regulated provider of comprehensive financial services, including wealth management, investments, pensions retirement advice, and tailored life financial planning.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Penarth
  9. 🏢

    Servini Financial Planning Limited

    FCA reg no.
    823801
    FCA authorised date:
    01/04/19
    Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.
    1. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Caerphilly
  10. 🏢

    Sherald Ann Waterhouse-trew

    FCA reg no.
    915901
    FCA authorised date:
    28/10/19
    Sherald Ann Waterhouse-Trew, an FCA regulated firm in Caerphilly, Gwent, specializes in financial services like life insurance and pension advice, serving a diverse client base with professional integrity.
    1. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Caerphilly
  11. 🏢

    Kingsley Wealth Management LTD

    FCA reg no.
    968911
    FCA authorised date:
    31/01/22
    2. Kingsley Wealth Management is a Cardiff-based firm offering dynamic financial planning and retirement advice to clients in Gwent and beyond, specializing in life investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Cardiff
  12. 🏢

    Gm2 LIMITED

    FCA reg no.
    228579
    FCA authorised date:
    06/05/04
    GM2 Limited is a reliable firm in Penarth, South Glamorgan, offering tailored financial planning and regulated advice. Renowned for client-focus and professional conduct, they specialise in life investments, pensions, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Penarth
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  14. 🏢

    Lime Wealth Limited

    FCA reg no.
    1014072
    FCA authorised date:
    17/05/24
    Cadre Wealth, an FCA-regulated firm in Penarth, provides detailed financial planning services such as investments, pensions, and retirement advice. They are known for their client-first, tailored approach and friendly, professional service.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Penarth
  15. 🏢

    Thomas, Carroll Independent Financial Advisers Limited

    FCA reg no.
    450497
    FCA authorised date:
    03/07/06
    Thomas, Carroll Independent Financial Advisers Limited located in Caerphilly, Gwent offers specialised financial advice on investments, pensions, and retirement planning. Ensures adherence to high standards, serving clients with reliable, regulated advice.
    1. ✔3 Financial Advisers
    2. 🪧5 Miles
    3. 📍Caerphilly
  16. 🏢

    Gregory Davies Wealth Management LTD

    FCA reg no.
    923669
    FCA authorised date:
    10/12/24
    Regulated by the FCA, Gregory Davies Wealth Management Ltd. provides tailored financial services including insurance, investments and pensions. Based in Caerphilly, they're known for their professional, approachable and strategic wealth management advice.
    1. ✔2 Financial Advisers
    2. 🪧5.1 Miles
    3. 📍Caerphilly
  17. 🏢

    OVAL FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    564990
    FCA authorised date:
    16/11/11
    Oval Financial Management Ltd is a regulated financial planning firm in Treforest, Mid Glamorgan, specialising in life insurance, investments, and pensions retirement advice with a personalised approach.
    1. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Treforest
  18. 🏢

    Michael Fox

    FCA reg no.
    564504
    FCA authorised date:
    03/01/12
    Fox Financial Management is a trusted FCA registered firm offering comprehensive financial services including pensions retirement advice and life investments, centrally located in Barry, South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Barry
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