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Find FCA registered Financial Advisers Near Me in CF43 4


We have found 281 relevant financial adviser firms within 30 miles of CF43 4. Showing page 5 of 19.

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  2. 🏢

    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. 🪧12.7 Miles
    3. 📍Caerphilly
  3. 🏢

    WPS Wealth Limited

    FCA reg no.
    1023571
    FCA authorised date:
    01/04/25
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧12.8 Miles
    4. 📍Cardiff
  4. 🏢

    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. 🪧12.8 Miles
    3. 📍Caerphilly
  5. 🏢

    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. 🪧12.8 Miles
    3. 📍Cardiff
  6. 🏢

    Jason Morgan

    FCA reg no.
    994410
    FCA authorised date:
    04/04/23
    Jason Morgan is a Bridgend-based financial firm, renowned for expert assistance in life investments, final salary pension transfers, and retirement planning. They offer regulated, tailored services suited to a varied client base.
    1. ✔1 Financial Adviser
    2. 🪧12.9 Miles
    3. 📍Bridgend
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  8. 🏢

    First Option

    FCA reg no.
    431351
    FCA authorised date:
    01/06/05
    FCA registered First Option is a premier financial advisory firm in Tongwynlais, Cardiff. Offering services like life and investment management, retirement advice, and comprehensive financial planning, it's known for its client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧12.9 Miles
    3. 📍Cardiff
  9. 🏢

    Lisa Griffiths

    FCA reg no.
    914623
    FCA authorised date:
    07/10/19
    Lisa Griffiths is a Cardiff-based financial expert, specialising in life investments and pensions. Offering customised, regulated financial planning across South Glamorgan, she is known for her client-centric approach. FCA regulated: 914623.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Cardiff
  10. 🏢

    Lyles' Independent Financial Advice Limited

    FCA reg no.
    740148
    FCA authorised date:
    06/02/24
    Lyles' Independent Financial Advice Limited is a trusted, FCA regulated firm in St. Fagans, offering personalised financial guidance and planning in investments, pensions, and retirement across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Cardiff
  11. 🏢

    Withycombe Financial Services Limited

    FCA reg no.
    842433
    FCA authorised date:
    18/11/19
    Located in Cardiff, Withycombe Financial Services Limited is a leading financial firm regulated by the FCA that offers valuable advice on life and investments, pensions retirement planning, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Cardiff
  12. 🏢

    Anchorage Wealth & Planning

    FCA reg no.
    1025659
    FCA authorised date:
    15/02/25
    FCA-regulated Anchorage Wealth & Planning offers expert financial advice in Penllyn and adjacent areas. Specialising in life and investments, pensions retirement advice, and final salary pension transfers. Prioritising client security and growth.
    1. ✔1 Financial Adviser
    2. 🪧13.2 Miles
    3. 📍Cowbridge
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  14. 🏢

    PRJ Financial Planning Limited

    FCA reg no.
    756789
    FCA authorised date:
    25/08/16
    PRJ Financial Planning, a reputable Newport-based FCA-regulated firm, provides expert financial planning advice, from life and investment strategies to pensions retirement, with personalized guidance for local families and first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧13.3 Miles
    3. 📍Newport
  15. 🏢

    Paul Bird

    FCA reg no.
    563514
    FCA authorised date:
    31/08/11
    Paul Bird is an FCA-regulated financial advisory firm in Cardiff, providing personalised advice in life investments, pensions, final salary pension transfers, and financial planning to the South Glamorgan area.
    1. ✔1 Financial Adviser
    2. 🪧13.3 Miles
    3. 📍Cardiff
  16. 🏢

    Robert Sheppard

    FCA reg no.
    926756
    FCA authorised date:
    04/05/21
    Robert Sheppard is a FCA-regulated firm in Ebbw Vale, offering comprehensive financial services including life insurance, investments, pension advice, and financial planning. Serving businesses and individuals in surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Ebbw Vale
  17. 🏢

    D.s. HOWELL FINANCIAL SERVICES LIMITED

    FCA reg no.
    428904
    FCA authorised date:
    19/04/05
    FCA-regulated D.S. Howell Financial Services Limited offers effective financial solutions and personalised advice in Cardiff and South Glamorgan. Specialists in life and investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧13.5 Miles
    3. 📍Cardiff
  18. 🏢

    Personal Wealth Management (south Wales) LTD

    FCA reg no.
    784785
    FCA authorised date:
    13/11/17
    Based in Newbridge, Newport, Personal Wealth Management (South Wales) Ltd is a FCA regulated firm specializing in life insurance, investments, retirement pensions, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧13.5 Miles
    3. 📍Newport
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