Find FCA registered Financial Advisers Near Me in CF33 6
We have found 262 relevant financial adviser firms within 30 miles of CF33 6. Showing page 2 of 18.
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Wealthcare (1985) LTD
- FCA reg no.
- 569260
- FCA authorised date:
- 18/08/14
6. Your Wealthcare is a reputable, FCA registered financial services firm in Swansea, offering tailored advice on insurance, investments, pensions and retirement planning to individual and corporate clients.- ✔3 Financial Advisers
- 🪧6 Miles
- 📍Port Talbot
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THE FINANCIAL PRACTICE (UK) LIMITED
- FCA reg no.
- 436500
- FCA authorised date:
- 03/10/05
The Financial Practice (UK) Ltd is a FCA governed firm specializing in strategic financial services like insurance, investment strategies, and comprehensive planning, based in Mid Glamorgan offering tailored financial advice.- ✔1 Financial Adviser
- 🪧6.2 Miles
- 📍Bridgend
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Future Asset Management LLP
- FCA reg no.
- 414752
- FCA authorised date:
- 17/01/05
Future Asset Management LLP is a FCA regulated, Bridgend-based firm specializing in expert financial planning, retirement, and life investment advice. Known for professionalism and a client-centric approach, they offer tailored financial solutions.- ✔2 Financial Advisers
- 🪧6.5 Miles
- 📍Bridgend
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Curzon Wealth Management Limited
- FCA reg no.
- 585168
- FCA authorised date:
- 24/07/12
FCA-regulated Curzon Wealth Management Limited offers tailored financial advice in life investments, pensions retirement, final salary pension transfers, and holistic financial planning across Mid Glamorgan and beyond.- ✔6 Financial Advisers
- 🪧7.6 Miles
- 📍Bridgend
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David Charles Hesketh
- FCA reg no.
- 541529
- FCA authorised date:
- 11/04/11
David Hesketh IFA is a reputable, FCA-regulated financial advisory firm in Baglan, providing expert advice on insurance, investments, retirement planning and personalised financial strategies. Known for its client-focused approach and easy-to-understand financial concepts.- ✔1 Financial Adviser
- 🪧7.8 Miles
- 📍Port Talbot
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DWJ Wealth Management LTD
- FCA reg no.
- 630640
- FCA authorised date:
- 21/08/14
DWJ Wealth Management Ltd, near Swansea, offers professional, approachable financial services including life investments and retirement advice. Noted for their tailored, client-centered approach, they are regulated under FCA number 630640.- ✔2 Financial Advisers
- 🪧7.8 Miles
- 📍Port Talbot
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Davies Financial Limited
- FCA reg no.
- 429088
- FCA authorised date:
- 27/04/05
Regulated by the FCA, Davies Financial Limited offers comprehensive and customized financial services including life insurance, investments and more. Known for their client-centered approach, they are a trusted choice in Pencoed's financial sector.- ✔3 Financial Advisers
- 🪧7.9 Miles
- 📍Pencoed
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CST Wealth Management Limited
- FCA reg no.
- 602496
- FCA authorised date:
- 07/11/13
CST Wealth Management, based in Bridgend, offers professional, regulated financial advice. Services include life and investment planning, pensions retirement advice, and overall financial planning for individuals and businesses.- ✔3 Financial Advisers
- 🪧7.9 Miles
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Anchorage Wealth & Planning
- FCA reg no.
- 1025659
- FCA authorised date:
- 15/02/25
FCA-regulated Anchorage Wealth & Planning offers expert financial advice in Penllyn and adjacent areas. Specialising in life and investments, pensions retirement advice, and final salary pension transfers. Prioritising client security and growth.- ✔1 Financial Adviser
- 🪧9.7 Miles
- 📍Cowbridge
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Steven Davies
- FCA reg no.
- 569697
- FCA authorised date:
- 28/05/15
Steven Davies is a reputable FCA-regulated financial planning firm in Neath, West Glamorgan, providing advice on investments, pensions, and final salary pension transfers. Committed to personalized client solutions.- ✔1 Financial Adviser
- 🪧9.7 Miles
- 📍Neath
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HOWARD EVANS FINANCIAL SERVICES LIMITED
- FCA reg no.
- 436295
- FCA authorised date:
- 13/09/05
Howard Evans Financial Services, based in Neath, West Glamorgan, is a trusted provider of regulated financial advice, offering comprehensive services such as life and investment planning, and pension retirement advice.- ✔2 Financial Advisers
- 🪧9.9 Miles
- 📍Neath
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SAVVY WEALTH MANAGEMENT LTD
- FCA reg no.
- 562795
- FCA authorised date:
- 07/11/11
Savvy Wealth Management Ltd is a trusted, FCA-regulated provider of comprehensive financial solutions specialising in life investments, pensions retirement advice and financial planning in Mid Glamorgan and surrounding areas.- ✔1 Financial Adviser
- 🪧10.2 Miles
- 📍Pontyclun
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Steven James
- FCA reg no.
- 824620
- FCA authorised date:
- 31/10/18
FCA-regulated firm, Steven James, delivers comprehensive financial planning and regulated advice from Tonyrefail. The dedicated team offers investment management, pension transfers, and retirement advice to secure clients' financial future.- ✔1 Financial Adviser
- 🪧10.9 Miles
- 📍Porth
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Phoenix Life and Mortgages Limited
- FCA reg no.
- 986563
- FCA authorised date:
- 03/11/22
Phoenix Life and Mortgages Limited is a FCA-regulated firm offering tailored advice and services in various financial sectors, known for its client-centric approach and reliability.- ✔2 Financial Advisers
- 🪧11.4 Miles
- 📍Treorchy
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Harries Financial Wealth Management LTD
- FCA reg no.
- 837965
- FCA authorised date:
- 25/03/19
Harries Financial Wealth Management Ltd in Cowbridge is a regulated, trusted advisor specializing in retirement advice and final salary pension transfers. They offer personalized financial strategies for local families.- ✔2 Financial Advisers
- 🪧11.5 Miles
- 📍Cowbridge
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