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Find FCA registered Financial Advisers Near Me in CF37 2


We have found 296 relevant financial adviser firms within 30 miles of CF37 2. Showing page 8 of 20.

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  2. 🏢

    Waverley Court Consulting LTD

    FCA reg no.
    624087
    FCA authorised date:
    11/08/14
    Waverley Court Consulting Ltd is a FCA recognised Welsh financial services firm, specialising in personalised financial planning, life insurance, and investment opportunities. They are trusted for offering bespoke, client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Cardiff
  3. 🏢

    The Money Partnership Limited

    FCA reg no.
    954255
    FCA authorised date:
    09/05/22
    Newport-based The Money Partnership Limited offers personalised financial services including life investments, retirement planning and pensions advice. FCA-registered with a focus on tailored solutions for diverse clientele.
    1. ✔3 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧11.1 Miles
    4. 📍Newport
  4. 🏢

    Tudor House Financial Services Limited

    FCA reg no.
    409706
    FCA authorised date:
    06/09/17
    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.
    1. ✔1 Financial Adviser
    2. 🪧11.2 Miles
    3. 📍Cardiff
  5. 🏢

    MacSen Wealth Management LTD

    FCA reg no.
    576159
    FCA authorised date:
    18/05/12
    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
    1. ✔3 Financial Advisers
    2. 🪧11.2 Miles
    3. 📍Cardiff
  6. 🏢

    Lewis Financial Planning & Wealth Management LTD

    FCA reg no.
    973886
    FCA authorised date:
    08/04/22
    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.
    1. ✔2 Financial Advisers
    2. 🪧11.2 Miles
    3. 📍Cardiff
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  8. 🏢

    Burley Fox Limited

    FCA reg no.
    610482
    FCA authorised date:
    02/01/14
    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.
    1. ✔2 Financial Advisers
    2. 🪧11.2 Miles
    3. 📍Cardiff
  9. 🏢

    Portland Wealth Management Limited

    FCA reg no.
    516596
    FCA authorised date:
    21/01/10
    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.
    1. ✔2 Financial Advisers
    2. 🪧11.2 Miles
    3. 📍Cardiff
  10. 🏢

    Nine Wealth Management LLP

    FCA reg no.
    834059
    FCA authorised date:
    20/02/19
    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.
    1. ✔3 Financial Advisers
    2. 🪧11.2 Miles
    3. 📍Cardiff
  11. 🏢

    Morris Paley Wealth Management Limited

    FCA reg no.
    764256
    FCA authorised date:
    11/11/16
    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.
    1. ✔2 Financial Advisers
    2. 🪧11.2 Miles
    3. 📍Cardiff
  12. 🏢

    Glamorgan 1:1 Financial Limited

    FCA reg no.
    531577
    FCA authorised date:
    04/01/11
    Glamorgan 1:1 Financial Limited is a highly-regulated, FCA registered firm in Aberkenfig, offering tailored financial advice on life investments, pension retirement planning, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧11.2 Miles
    4. 📍Bridgend
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  14. 🏢

    TD Financial LTD

    FCA reg no.
    469500
    FCA authorised date:
    22/10/07
    TD Financial Ltd based in Cardiff, offers trusted and FCA-regulated financial services including life investments, pensions, and retirement advice, catering to each client's unique financial journey.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧11.4 Miles
    4. 📍Cardiff
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧11.4 Miles
    3. 📍Bridgend
  16. 🏢

    Mollam Wealth LTD

    FCA reg no.
    972885
    FCA authorised date:
    25/03/22
    Mollam Wealth Ltd is a FCA registered firm based in Bridgend, offering comprehensive financial planning, investment advice, and specializing in pensions retirement advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Bridgend
  17. 🏢

    Kelly East Wealth Management LTD

    FCA reg no.
    1043495
    FCA authorised date:
    24/11/25
    Kelly East Wealth Management in Newport provides expert financial planning advice, specializing in life investments and pension transfers. They offer regulated, tailored services to help clients manage finances efficiently.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Newport
  18. 🏢

    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. 🪧11.5 Miles
    3. 📍Cardiff
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