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Find FCA registered Financial Advisers Near Me in CF41 7


We have found 282 relevant financial adviser firms within 30 miles of CF41 7. Showing page 9 of 19.

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  2. 🏢

    CARLSON WEALTH MANAGEMENT LIMITED

    FCA reg no.
    673112
    FCA authorised date:
    14/05/15
    Carlson Wealth Management Limited, based in Cardiff, is a reputable, FCA-regulated financial services firm specializing in comprehensive financial planning. They offer tailored wealth strategies and expert advice on life investments, pensions retirement and more.
    1. ✔1 Financial Adviser
    2. 🪧16.4 Miles
    3. 📍Cardiff
  3. 🏢

    Ramsay and White Wealth Management Limited

    FCA reg no.
    975400
    FCA authorised date:
    10/05/22
    Ramsay and White Wealth Management Limited, a FCA registered firm in Cardiff, specializes in comprehensive financial planning services, offering tailored advice on life and investment plans, pensions retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧16.5 Miles
    4. 📍Cardiff
  4. 🏢

    Halen Wealth Limited

    FCA reg no.
    816033
    FCA authorised date:
    06/02/19
    South Glamorgan-based Halen Wealth Limited offers expert life, investment, and pension retirement advice with robust financial planning. Regulated by the FCA, they prioritize client-focused service for a prosperous financial future.
    1. ✔1 Financial Adviser
    2. 🪧16.6 Miles
    3. 📍Barry
  5. 🏢

    Hawkinsthomas LTD

    FCA reg no.
    747212
    FCA authorised date:
    17/05/16
    HawkinsThomas Ltd is a professional financial planning firm in Cardiff, providing tailored, regulated advice. Known for trustworthiness and client satisfaction, it specialises in life investments, retirement pensions, and holistic financial planning.
    1. ✔11 Financial Advisers
    2. 🪧16.6 Miles
    3. 📍Cardiff
  6. 🏢

    Financial Planning (Wales) LTD

    FCA reg no.
    190597
    FCA authorised date:
    01/12/01
    Financial Planning (Wales) Ltd, a FCA-regulated firm in Cardiff, offers expert guidance on investments and retirement plans to diverse clients. They provide personalised financial strategies without resorting to jargon.
    1. ✔1 Financial Adviser
    2. 🪧16.7 Miles
    3. 📍Cardiff
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  8. 🏢

    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. 🪧16.7 Miles
    4. 📍Newport
  9. 🏢

    RWB Wealth LTD

    FCA reg no.
    844511
    FCA authorised date:
    17/03/23
    RWB Wealth Ltd is a Cardiff-based firm specialising in financial planning and regulated advice, offering services from insurance to investment strategies. Noted for its approachable service, they cater to individuals and businesses alike.
    1. ✔2 Financial Advisers
    2. 🪧16.7 Miles
    3. 📍Cardiff
  10. 🏢

    BPU Financial Solutions LTD

    FCA reg no.
    575117
    FCA authorised date:
    31/01/18
    Cardiff-based BPU Ltd provides client-focused financial services like life and investments, pension advice, and more; ensuring tailored solutions for clients in South Glamorgan and surrounding areas with trusted, regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧16.7 Miles
    3. 📍Cardiff
  11. 🏢

    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. 🪧16.8 Miles
    3. 📍Brynmawr
  12. 🏢

    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. 🪧16.8 Miles
    3. 📍Ebbw Vale
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  14. 🏢

    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. 🪧16.8 Miles
    3. 📍Cardiff
  15. 🏢

    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. 🪧16.9 Miles
    3. 📍Cardiff
  16. 🏢

    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. 🪧16.9 Miles
    3. 📍Cardiff
  17. 🏢

    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. 🪧16.9 Miles
    3. 📍Cardiff
  18. 🏢

    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. 🪧16.9 Miles
    3. 📍Cardiff
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