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Find FCA registered Financial Advisers Near Me in CF37 3


We have found 293 relevant financial adviser firms within 30 miles of CF37 3. Showing page 10 of 20.

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  2. 🏢

    Life & Legacy Wealth Management

    FCA reg no.
    917224
    FCA authorised date:
    21/11/19
    Cardiff-based Life & Legacy Wealth Management provides tailored financial planning services, specializing in pensions retirement and final salary pension transfers. Offering reliable, regulated advice, they focus on securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Cardiff
  3. 🏢

    Lauren Carless

    FCA reg no.
    925528
    FCA authorised date:
    01/05/20
    Lauren Carless is a reputable financial firm in Cardiff, specializing in life investments, pensions, retirement advice and comprehensive financial planning. Known for its professional yet personal services, it caters to clients across South Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Cardiff
  4. 🏢

    JP Private Clients LLP

    FCA reg no.
    833638
    FCA authorised date:
    13/02/19
    JP Private Clients LLP, a reputable Cardiff-based firm, provides regulated financial services including investment, insurance, and retirement advice. Known for tailored solutions, it extends its reach across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Cardiff
  5. 🏢

    Paul Jones

    FCA reg no.
    618669
    FCA authorised date:
    16/09/21
    As a FCA-regulated firm, Paul Jones provides comprehensive financial planning in Cardiff, specialising in life investments, retirement and pension-related matters, including final salary pension transfers. Known for professional, approachable service.
    1. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Cardiff
  6. 🏢

    Jeremy Coltman

    FCA reg no.
    710370
    FCA authorised date:
    16/07/15
    Jeremy Coltman is a Cardiff-based financial firm specializing in personalized financial planning, life investments, and pensions. They offer expert retirement advice and final salary pension transfers to clients across South Glamorgan.
    1. ✔2 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Cardiff
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  8. 🏢

    Suzanne Ward

    FCA reg no.
    954526
    FCA authorised date:
    12/07/21
    Suzanne Ward offers expert financial advice from her FCA regulated firm in Cardiff. Specialising in life and investments, pensions, and retirement planning, she provides tailored, client-focused services across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Cardiff
  9. 🏢

    Daniel Jones

    FCA reg no.
    967894
    FCA authorised date:
    18/01/22
    Daniel Jones is a leading FCA-regulated financial firm in South Glamorgan, offering tailored financial services including investment planning, pension advice, and comprehensive financial planning across Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Cardiff
  10. 🏢

    Christian Adrian John

    FCA reg no.
    595115
    FCA authorised date:
    29/01/13
    Christian Adrian John is a Cardiff-based financial services firm offering bespoke solutions in life, investments and pensions retirement advice. Known for expertise in final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Cardiff
  11. 🏢

    Tom Sterling

    FCA reg no.
    822139
    FCA authorised date:
    02/10/18
    Tom Sterling is a renowned financial firm in Cardiff, specializing in financial planning and regulated advice. Renowned for a customer-focused approach and tailored financial strategies, they make investing accessible for all.
    1. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Cardiff
  12. 🏢

    Rob Bryant

    FCA reg no.
    997554
    FCA authorised date:
    07/06/23
    Rob Bryant offers high-quality, FCA-regulated financial planning services in Newport, Gwent, specialising in life investments, pensions, and bespoke financial planning. Known for an approachable nature, they are trusted by first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧13.6 Miles
    3. 📍Newport
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  14. 🏢

    ROCKWEALTH CARDIFF LTD

    FCA reg no.
    944341
    FCA authorised date:
    04/02/21
    Rockwealth Cardiff Ltd, a premier financial planning firm, provides strategic financial services including investments, pensions, and life insurance. Known for quality regulated advice, they specialise in retirement planning and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧13.7 Miles
    3. 📍Cardiff
  15. 🏢

    ARCHYTAS STRATEGIC PLANNING LIMITED

    FCA reg no.
    609841
    FCA authorised date:
    01/04/14
    Archytas Strategic Planning is a Cardiff-based firm, providing regulated financial advice, including life and investment planning and retirement advice. Known for their personalized approach, they serve both first-time buyers and seasoned investors.
    1. ✔2 Financial Advisers
    2. 🪧13.7 Miles
    3. 📍Cardiff
  16. 🏢

    Hugh James Solicitors

    FCA reg no.
    231167
    FCA authorised date:
    25/03/04
    Hugh James Solicitors, based in Cardiff's Central Square, offers regulated financial services including life insurance, investment strategies, and retirement advice. They're FCA registered and committed to tailored, client-focused planning.
    1. ✔4 Financial Advisers
    2. 🪧13.7 Miles
    3. 📍Cardiff
  17. 🏢

    Taurus Investor Services LTD

    FCA reg no.
    407847
    FCA authorised date:
    20/09/04
    Taurus Investor Services Ltd provides regulated financial planning, specialising in pensions retirement advice. FCA-regulated, they offer a client-focused approach to investment guidance and financial planning in South Wales and beyond.
    1. ✔2 Financial Advisers
    2. 🪧13.7 Miles
    3. 📍Brynmawr
  18. 🏢

    T.r.s. Independent Financial Advisers

    FCA reg no.
    140448
    FCA authorised date:
    01/12/01
    T.R.S. Independent Financial Advisers, based in Brynmawr, provide expert life and investment services across Gwent. They guide individuals with tailored advice for robust financial planning and retirement solutions, prioritising customer-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧13.7 Miles
    3. 📍Ebbw Vale
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