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Find FCA registered Financial Advisers Near Me in CF33 4


We have found 248 relevant financial adviser firms within 30 miles of CF33 4. Showing page 5 of 17.

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  2. 🏢

    Finli (PDB) LTD

    FCA reg no.
    802430
    FCA authorised date:
    19/01/24
    PDB Wealth Partners Ltd is an FCA regulated financial planning firm in Talbot Green, Mid Glamorgan, specializing in life, investments and retirement advice. They are renowned for tailored services and client-focused advising across GB.
    1. ✔7 Financial Advisers
    2. 🪧14.4 Miles
    3. 📍Talbot Green
  3. 🏢

    MJS Financial Services LTD

    FCA reg no.
    946843
    FCA authorised date:
    10/03/21
    MJS Financial Services, located in Pontyclun, is a trusted firm providing FCA-regulated financial services including life investments, pensions advice, and comprehensive financial planning across Mid Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧14.5 Miles
    3. 📍Pontyclun
  4. 🏢

    Kelvin Jenkins

    FCA reg no.
    460215
    FCA authorised date:
    02/01/07
    Kelvin Jenkins is a distinguished FCA regulated financial services provider in Swansea, specialising in personalised financial planning, offering reliable life insurance, investment and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧14.8 Miles
    3. 📍Swansea
  5. 🏢

    Christian Jones Financial Services LTD

    FCA reg no.
    562191
    FCA authorised date:
    16/01/12
    Christian Jones Financial Services, a regulated FCA firm based in Bishopston, provides comprehensive financial services across Glamorgan. Their expertise includes life planning, investment solutions, and reliable pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧14.9 Miles
    3. 📍Swansea
  6. 🏢

    Thomas Davies

    FCA reg no.
    954228
    FCA authorised date:
    06/07/21
    Thomas Davies is a Ferndale-based financial planning firm known for its optimal investment strategies and focused pension advice. Regulated by FCA, it offers client-centric, tailored services to meet individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Ferndale
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  8. 🏢

    Ted Rees Financial Services LTD

    FCA reg no.
    654450
    FCA authorised date:
    17/11/14
    Ted Rees Financial Services Ltd is a regulated financial firm in Dunvant, Swansea, specializing in insurance, investment management, and personalised financial planning for both new investors and seasoned savers.
    1. ✔2 Financial Advisers
    2. 🪧15.7 Miles
    3. 📍Swansea
  9. 🏢

    Cosgrove Brown Financial Planning LTD

    FCA reg no.
    582467
    FCA authorised date:
    06/06/12
    Cosgrove Brown Financial Planning Ltd is a FCA regulated firm based in Swansea, reputed for exceptional services in secure life investments and pensions retirement advice, especially with final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧15.7 Miles
    3. 📍Swansea
  10. 🏢

    GLYNNEATH FINANCIAL SERVICES LTD

    FCA reg no.
    511386
    FCA authorised date:
    05/02/10
    FCA-regulated GLYNNEATH FINANCIAL SERVICES LTD offers expert advice on life investments, retirement planning, and comprehensive financial planning in Glynneath and West Glamorgan. Committed to personalisation, trust, and professionalism.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧16.3 Miles
    4. 📍Neath
  11. 🏢

    Halen Wealth Limited

    FCA reg no.
    816033
    FCA authorised date:
    06/02/19
    South Glamorgan-based Halen Wealth Limited offers expert life, investment, and pension retirement advice with robust financial planning. Regulated by the FCA, they prioritize client-focused service for a prosperous financial future.
    1. ✔1 Financial Adviser
    2. 🪧16.4 Miles
    3. 📍Barry
  12. 🏢

    Nucleus Wealth Planning Limited

    FCA reg no.
    844903
    FCA authorised date:
    02/03/20
    Nucleus Wealth Planning Limited, an FCA-registered firm based in Pontypridd, offers tailored financial planning services, specializing in life and investment advice, and strategic pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧16.5 Miles
    3. 📍Pontypridd
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  14. 🏢

    KATH ATKIN-BOWDLER FINANCIAL SERVICES LTD

    FCA reg no.
    762282
    FCA authorised date:
    20/10/16
    Vision IFP is a Swansea-based financial planning firm specializing in final salary pension transfers. It offers a comprehensive range of services, including life insurance, investments, and retirement advice. Regulated by the FCA under number 762282.
    1. ✔1 Financial Adviser
    2. 🪧16.6 Miles
    3. 📍Swansea
  15. 🏢

    Cilbenrick LTD

    FCA reg no.
    472971
    FCA authorised date:
    12/11/07
    Cilbenrick Ltd, based in Swansea, West Glamorgan, offers an array of financial services including life and investment planning. Known for trustworthy, personalised advice, it's a top choice in the area.
    1. ✔1 Financial Adviser
    2. 🪧16.7 Miles
    3. 📍Swansea
  16. 🏢

    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. 🪧16.7 Miles
    3. 📍Nr Cardiff
  17. 🏢

    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. 🪧16.7 Miles
    3. 📍Pontyclun
  18. 🏢

    Paul Pugsley

    FCA reg no.
    947128
    FCA authorised date:
    01/07/21
    Paul Pugsley offers personalised, FCA-regulated financial services across Swansea and West Glamorgan, specialising in life investments, retirement advice, and holistic financial planning for both new and regular investors.
    1. ✔1 Financial Adviser
    2. 🪧16.8 Miles
    3. 📍Swansea
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