Find FCA registered Financial Advisers Near Me in CF36 5
We have found 255 relevant financial adviser firms within 30 miles of CF36 5. Showing page 2 of 17.
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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
- 🪧7.7 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
- 🪧7.7 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
- 🪧8.5 Miles
- 📍Cowbridge
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College Street Insurance Advisers
- FCA reg no.
- 596683
- FCA authorised date:
- 20/08/13
Based in West Glamorgan, GB, College Street Insurance Advisers offers regulated financial planning, pension advice and investment services. They guarantee reliable, tailored guidance for all financial needs under FCA registration 596683.- ✔2 Financial Advisers
- 🪧8.6 Miles
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Carpenter John Financial Services LTD
- FCA reg no.
- 481332
- FCA authorised date:
- 30/04/08
Carpenter John Financial Services Ltd is a well-established financial firm offering tailor-made life, investment, and pension planning services in West Glamorgan and beyond, adhering to strict financial regulations for client peace of mind.- ✔2 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧8.9 Miles
- 📍Port Talbot
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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
- 🪧9 Miles
- 📍Port Talbot
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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
- 🪧10.1 Miles
- 📍Bridgend
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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
- 🪧10.2 Miles
- 📍Cowbridge
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Chess Private Wealth Limited
- FCA reg no.
- 1038040
- FCA authorised date:
- 29/08/25
Chess Private Wealth Limited is a FCA-regulated financial service provider based in Cowbridge, offering expert advice on life and investments, pensions, retirement planning and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧10.3 Miles
- 📍Cowbridge
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Falco Financial Planning LTD
- FCA reg no.
- 813747
- FCA authorised date:
- 06/07/22
Falco Financial Planning Ltd is a UK-based advisory firm offering strategic financial solutions including life, investments, and retirement advice. Known for transparent, regulated advice, they specialize in serving first-time financial planning individuals.- ✔1 Financial Adviser
- 🪧10.3 Miles
- 📍Cowbridge
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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
- 🪧10.5 Miles
- 📍Pontyclun
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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
- 🪧10.7 Miles
- 📍Port Talbot
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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
- 🪧10.9 Miles
- 📍Port Talbot
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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
- 🪧12.1 Miles
- 📍Porth
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WILCOX FINANCIAL PLANNING LTD
- FCA reg no.
- 672288
- FCA authorised date:
- 08/06/15
Wilcox Financial Planning Limited, based in Pontyclun, offers expert FCA-regulated advice on life and investment planning, pensions, and retirement solutions, serving clients from new investors to experienced retirees.- ✔1 Financial Adviser
- 🪧12.1 Miles
- 📍Pontyclun
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