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Find FCA registered Financial Advisers Near Me in CF40 2


We have found 294 relevant financial adviser firms within 30 miles of CF40 2. Showing page 6 of 20.

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  2. 🏢

    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. 🪧12.3 Miles
    3. 📍Cardiff
  3. 🏢

    Argoed Wealth Management LTD

    FCA reg no.
    733723
    FCA authorised date:
    01/12/16
    Argoed Wealth Management Ltd, regulated by the FCA, offers comprehensive financial services including life planning, investment advice, and pension transfers; providing accessible, professional financial planning in Blackwood.
    1. ✔1 Financial Adviser
    2. 🪧12.4 Miles
    3. 📍Blackwood
  4. 🏢

    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. 🪧12.4 Miles
    3. 📍Cardiff
  5. 🏢

    Abram Partnership LTD

    FCA reg no.
    501657
    FCA authorised date:
    28/07/20
    Abram Partnership Ltd is a Cardiff-based, FCA-regulated financial firm offering diverse services like insurance, investments, and pension advice, known for their tailored solutions and approachable nature.
    1. ✔4 Financial Advisers
    2. 🪧12.6 Miles
    3. 📍Cardiff
  6. 🏢

    Wise Wealth Management LTD

    FCA reg no.
    925644
    FCA authorised date:
    05/05/20
    Wise Wealth Management Ltd, FCA-registered financial advisors near Blackwood, offer tailored life investments, pension advice, and financial planning services to clients across Gwent and beyond.
    1. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Blackwood
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  8. 🏢

    Millfield Wealth Management LTD

    FCA reg no.
    769590
    FCA authorised date:
    17/01/17
    Cardiff-based Millfield Wealth Management Ltd is a trusted, approachable firm specializing in financial planning, pensions retirement advice, and final salary pension transfers, offering tailored, regulated services to meet individual needs.
    1. ✔3 Financial Advisers
    2. 🪧12.8 Miles
    3. 📍Cardiff
  9. 🏢

    AMG Wealth Solutions LLP

    FCA reg no.
    517892
    FCA authorised date:
    16/08/10
    AMG Wealth Solutions LLP is a Cardiff-based regulated firm specializing in personalized financial planning services, including life investments and retirement advice, serving individuals and businesses across South Glamorgan.
    1. ✔3 Financial Advisers
    2. 🪧12.8 Miles
    3. 📍Cardiff
  10. 🏢

    Jacobs and Harris Limited

    FCA reg no.
    588166
    FCA authorised date:
    15/04/13
    Jacobs and Harris Limited, a reputable FCA-regulated financial advisory firm based in Thornhill, Cardiff, offers tailored financial solutions including investment planning, pensions advice, and overarching financial planning.
    1. ✔2 Financial Advisers
    2. 🪧12.8 Miles
    3. 📍Cardiff
  11. 🏢

    Nicola Turner

    FCA reg no.
    1016124
    FCA authorised date:
    27/06/24
    Nicola Turner is a regulated financial firm in Cardiff, specialising in life investments and pensions retirement advice. Known for their approachable, client-focused services, they expertly assist in financial planning and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Cardiff
  12. 🏢

    Hayman Watkin Davies LTD

    FCA reg no.
    836962
    FCA authorised date:
    02/10/19
    Based in Cardiff, Hayman Watkin Davies Ltd offers specialized financial services, including life investments and pension advice, with a client-focused approach. They are FCA regulated and known for their professionalism and understanding.
    1. ✔2 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Cardiff
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  14. 🏢

    David Reid

    FCA reg no.
    1013723
    FCA authorised date:
    10/06/24
    Based in Cardiff, David Reid is an FCA-registered financial firm specializing in pensions, investments, and financial planning. Known for client-centric, tailored services, it extends to individuals and businesses in South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧12.9 Miles
    3. 📍Cardiff
  15. 🏢

    ABACUS ASSURANCE FINANCIAL SERVICES LIMITED

    FCA reg no.
    516109
    FCA authorised date:
    16/08/10
    ABACUS Assurance Financial Services, FCA registered in Porthcawl, specialises in secure advice on life & investments and pension retirement planning. The firm is known for a client-centric approach and expert financial planning.
    1. ✔4 Financial Advisers
    2. 🪧13 Miles
    3. 📍Porthcawl
  16. 🏢

    Tim Davies

    FCA reg no.
    677199
    FCA authorised date:
    16/03/15
    Based in Tredegar, Gwent, Tim Davies' financial firm offers personalised financial planning and advice. Specialising in life & investments, pensions and retirement, they deliver clear, trustworthy service with a high level of integrity.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Tredegar
  17. 🏢

    Financial Life Planning Limited

    FCA reg no.
    928734
    FCA authorised date:
    09/12/20
    Based in Llandaff, Cardiff, Financial Life Planning Limited provides specialised advice on pensions, retirements, and life investments. Known for expertise in final salary pension transfers and strategic financial planning. Regulated by FCA.
    1. ✔2 Financial Advisers
    2. 🪧13.2 Miles
    3. 📍Cardiff
  18. 🏢

    NTM FINANCIAL SERVICES LIMITED

    FCA reg no.
    589715
    FCA authorised date:
    02/01/13
    NTM Financial Services, FCA registered, specialises in personalised financial planning, including life and investment advice, as well as pension and retirement guidance. Their client-focused approach prioritises individual needs and long-term financial stability.
    1. ✔4 Financial Advisers
    2. 🪧13.5 Miles
    3. 📍Cardiff
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