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Find FCA registered Financial Advisers Near Me in CF40 1


We have found 290 relevant financial adviser firms within 30 miles of CF40 1. Showing page 5 of 20.

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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Cowbridge
  3. 🏢

    Servini Financial Planning Limited

    FCA reg no.
    823801
    FCA authorised date:
    01/04/19
    Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Caerphilly
  4. 🏢

    Jon Griffiths

    FCA reg no.
    925896
    FCA authorised date:
    11/05/20
    Jon Griffiths is a Cardiff-based, FCA-regulated financial planning firm offering comprehensive solutions like investments, pensions and final salary pension transfers, specialising in life and retirement advice across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Cardiff
  5. 🏢

    Financial Planning Business Limited

    FCA reg no.
    598887
    FCA authorised date:
    17/04/13
    Financial Planning Business Limited is an FCA-regulated firm in Radyr, South Glamorgan, offering comprehensive financial services, including pensions advice and investment planning, with a client-centred approach.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧10.4 Miles
    4. 📍Radyr
  6. 🏢

    Sherald Ann Waterhouse-trew

    FCA reg no.
    915901
    FCA authorised date:
    28/10/19
    Sherald Ann Waterhouse-Trew, an FCA regulated firm in Caerphilly, Gwent, specializes in financial services like life insurance and pension advice, serving a diverse client base with professional integrity.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Caerphilly
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  8. 🏢

    Kingsley Wealth Management LTD

    FCA reg no.
    968911
    FCA authorised date:
    31/01/22
    2. Kingsley Wealth Management is a Cardiff-based firm offering dynamic financial planning and retirement advice to clients in Gwent and beyond, specializing in life investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Cardiff
  9. 🏢

    Resolute Financial Planning LTD

    FCA reg no.
    954596
    FCA authorised date:
    09/11/21
    Resolute Financial Planning Ltd is an FCA regulated firm offering expert financial services focused on life investments and retirement planning in Mid Glamorgan and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Merthyr Tydfil
  10. 🏢

    Coote Financial Planning LTD

    FCA reg no.
    1047124
    FCA authorised date:
    13/12/25
    Coote Financial Planning Ltd offers comprehensive financial services including life and investment advice, pensions, and retirement advice. Regulated by the FCA, they are known for their approachable service and tailored client solutions.
    1. ✔1 Financial Adviser
    2. 🪧10.6 Miles
    3. 📍Blackwood
  11. 🏢

    Longwood Financial Planning Limited

    FCA reg no.
    736323
    FCA authorised date:
    28/05/24
    Longwood Financial Planning Limited, based in Cardiff, offers personalised financial services and unbiased advice on wealth management, pension retirement, and overall financial planning. They focus on building strong client relationships and achieving client financial objectives.
    1. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Cardiff
  12. 🏢

    Caer IFA LTD

    FCA reg no.
    1040130
    FCA authorised date:
    08/09/25
    Caer IFA Ltd, based in Cardiff, is a trusted FCA-regulated financial planning firm. They offer comprehensive services like life insurance, investments, pensions advice, and specialize in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Cardiff
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  14. 🏢

    The Jon & Julia Wooller Partnership

    FCA reg no.
    214974
    FCA authorised date:
    31/05/05
    Based in Cardiff, Jon Wooller offers a variety of financial planning services including life and investments, and tailored pension advice. Regulated by the FCA, they focus on securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Cardiff
  15. 🏢

    Campbell Mortgage Services LTD

    FCA reg no.
    994300
    FCA authorised date:
    02/04/23
    Campbell Mortgage Services Ltd is a FCA regulated financial company in Penydarren, Merthyr Tydfil, providing insurance, pensions advice, financial planning and investment solutions to clients across Mid Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Merthyr Tydfil
  16. 🏢

    Rhodri Samuel

    FCA reg no.
    1022362
    FCA authorised date:
    06/12/24
    Rhodri Samuel, a trusted firm based in Cardiff, offers expert financial planning, regulated pension advice, and personalised investment guidance. Known for its comprehensive, transparent, and FCA-regulated services.
    1. ✔1 Financial Adviser
    2. 🪧11.1 Miles
    3. 📍Cardiff
  17. 🏢

    IWM Wealth Management LTD

    FCA reg no.
    785950
    FCA authorised date:
    03/08/17
    IWM Wealth Management Ltd, an FCA-registered firm in Blackwood, Gwent, specialises in providing regulated advice on investments, life and pensions retirement. They offer tailored financial planning services with a friendly approach.
    1. ✔2 Financial Advisers
    2. 🪧11.2 Miles
    3. 📍Blackwood
  18. 🏢

    Bridgewood Independent Financial Advice LTD

    FCA reg no.
    923322
    FCA authorised date:
    26/03/20
    Bridgewood Independent Financial Advice Ltd is a FCA regulated financial service provider in Blackwood, Gwent, specializing in bespoke financial planning and advice, pensions, investments, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧11.2 Miles
    3. 📍Blackwood
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