Find FCA registered Financial Advisers Near Me in CF31 2

Cardiff-based Skylark Wealth Management Limited offers financial planning services, including life investments and retirement advice. The FCA-regulated firm provides tailored pension advice and final salary pension transfers.

Barry-based Chris Price Financial Consultancy Ltd provides bespoke solutions in life investments, pensions, and financial planning. Registered under the FCA, they assure trusted, regulated advice to South Glamorgan and beyond.

Jacobs and Harris Limited, a reputable FCA-regulated financial advisory firm based in Thornhill, Cardiff, offers tailored financial solutions including investment planning, pensions advice, and overarching financial planning.

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.

Financial Planning (Wales) Ltd, a FCA-regulated firm in Cardiff, offers expert guidance on investments and retirement plans to diverse clients. They provide personalised financial strategies without resorting to jargon.

NTM Financial Services, FCA registered, specialises in personalised financial planning, including life and investment advice, as well as pension and retirement guidance. Their client-focused approach prioritises individual needs and long-term financial stability.

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.

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.

Cardiff-based Nine Wealth Management LLP specialises in bespoke financial planning and retirement advice, offering client-centric guidance on life investments, pensions, and final salary pension transfers.

Morris Paley Wealth Management Limited is a Cardiff-based, FCA-regulated financial services provider, specialising in life investments, pensions retirement planning, and financial planning for diverse client needs.

Tudor House Financial Services Limited, located in Cardiff, provides expert financial services including life insurance, investment advice, and pensions retirement planning, also specialising in final salary pension transfers.

Macsen Wealth Management Ltd, located in Cardiff, is a FCA-regulated company offering comprehensive financial services, including life insurance, investments, retirement advice, and tailored financial planning. Known for their client-focused approach, they help clients confidently navigate their fin... read full company profile

A Cardiff-based financial services company, Lewis Financial Planning & Wealth Management Ltd offers bespoke insurance, investment, and retirement planning solutions, known for their regulated, reliable, and client-focused approach.

Regulated by the FCA, Burley Fox Limited is a Cardiff-based firm that provides tailored financial services such as life and investment planning, pension schemes, and retirement advice.

Portland Wealth Management Ltd is a FCA regulated firm in Cardiff, specializing in financial planning and wealth management services, including investments, pensions, retirement advice, and life services.