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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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 Financial Adviser
- 🪧12.7 Miles
- 📍Caerphilly
- ✔4 Financial Advisers
- ✔1 Mortgage Broker
- 🪧12.8 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧12.8 Miles
- 📍Caerphilly
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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 Financial Adviser
- 🪧12.8 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧12.9 Miles
- 📍Bridgend
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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 Financial Adviser
- 🪧12.9 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧13 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧13.1 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧13.1 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧13.2 Miles
- 📍Cowbridge
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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 Financial Adviser
- 🪧13.3 Miles
- 📍Newport
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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 Financial Adviser
- 🪧13.3 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧13.4 Miles
- 📍Ebbw Vale
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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.- ✔4 Financial Advisers
- 🪧13.5 Miles
- 📍Cardiff
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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.- ✔4 Financial Advisers
- 🪧13.5 Miles
- 📍Newport
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