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Find FCA registered Financial Advisers Near Me in CF24 0

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We have found 433 relevant financial adviser firms within 30 miles of CF24 0. 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. 🪧3.6 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. 🪧3.6 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. 🪧13.1 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. 🪧19.4 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. 🏢

    ROCKWEALTH CARDIFF LTD

    FCA reg no.
    944341
    FCA authorised date:
    04/02/21
    Rockwealth Cardiff Ltd, a premier financial planning firm, provides strategic financial services including investments, pensions, and life insurance. Known for quality regulated advice, they specialise in retirement planning and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cardiff
  9. 🏢

    ARCHYTAS STRATEGIC PLANNING LIMITED

    FCA reg no.
    609841
    FCA authorised date:
    01/04/14
    Archytas Strategic Planning is a Cardiff-based firm, providing regulated financial advice, including life and investment planning and retirement advice. Known for their personalized approach, they serve both first-time buyers and seasoned investors.
    1. ✔2 Financial Advisers
    2. 🪧0.2 Miles
    3. 📍Cardiff
  10. 🏢

    PENGUIN WEALTH PLANNERS LIMITED

    FCA reg no.
    830057
    FCA authorised date:
    01/08/19
    A Cardiff-based firm, Penguin Wealth Planners Limited provides expert financial planning services, specializing in funeral plans. They offer personalized advice on investments, pensions, retirement, and life insurance, serving primarily South Glamorgan clients.
    1. ✔8 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.4 Miles
    4. 📍Cardiff
  11. 🏢

    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. 🪧0.5 Miles
    3. 📍Cardiff
  12. 🏢

    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. 🪧0.5 Miles
    3. 📍Cardiff
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  14. 🏢

    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. 🪧0.5 Miles
    3. 📍Cardiff
  15. 🏢

    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. 🪧0.5 Miles
    3. 📍Cardiff
  16. 🏢

    Eden Hawk Wealth Management Limited

    FCA reg no.
    1030866
    FCA authorised date:
    14/04/25
    Eden Hawk Wealth Management Limited is a Cardiff-based, FCA-regulated firm specialising in holistic financial planning including life investments, pensions retirement advice and final salary pension transfers. Known for client-focused service, it empowers clients for a secure future.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧0.5 Miles
    4. 📍Cardiff
  17. 🏢

    C J Hannan LTD

    FCA reg no.
    588666
    FCA authorised date:
    18/04/13
    C J Hannan Ltd, based in Cardiff, is an FCA regulated firm specialising in financial services including life insurance, investments, and pensions advice, trusted by local clientele.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Cardiff
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