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Find FCA registered Financial Advisers Near Me in CF5 2


We have found 401 relevant financial adviser firms within 30 miles of CF5 2. Showing page 10 of 27.

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  2. 🏢

    SAVVY WEALTH MANAGEMENT LTD

    FCA reg no.
    562795
    FCA authorised date:
    07/11/11
    Savvy Wealth Management Ltd is a trusted, FCA-regulated provider of comprehensive financial solutions specialising in life investments, pensions retirement advice and financial planning in Mid Glamorgan and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Pontyclun
  3. 🏢

    Rob Bryant

    FCA reg no.
    997554
    FCA authorised date:
    07/06/23
    Rob Bryant offers high-quality, FCA-regulated financial planning services in Newport, Gwent, specialising in life investments, pensions, and bespoke financial planning. Known for an approachable nature, they are trusted by first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Newport
  4. 🏢

    Kelly East Wealth Management LTD

    FCA reg no.
    1043495
    FCA authorised date:
    24/11/25
    Kelly East Wealth Management in Newport provides expert financial planning advice, specializing in life investments and pension transfers. They offer regulated, tailored services to help clients manage finances efficiently.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Newport
  5. 🏢

    Keith Jones

    FCA reg no.
    229838
    FCA authorised date:
    13/01/11
    Keith Jones is a reputable Newport-based financial planning company offering tailored, regulated advice in life investments, pensions retirement advice, and overall financial guidance; renowned for a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Newport
  6. 🏢

    Stellar Financial Planning LTD

    FCA reg no.
    1016442
    FCA authorised date:
    05/08/24
    Stellar Financial Planning Ltd provides comprehensive financial solutions, specializing in final salary pension transfers and client-focused financial planning across Gwent. They assure a secure financial future with regulated advice.
    1. ✔3 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍Hengoed
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  8. 🏢

    Rapport Financial Planning LTD

    FCA reg no.
    525407
    FCA authorised date:
    07/01/11
    Rapport Financial Planning Ltd provides expert, FCA regulated advice on life, investments, and pensions retirement, with a service reaching Wales and beyond. Specialising in transparent, jargon-free strategies for financial needs.
    1. ✔3 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Hengoed
  9. 🏢

    Steven James

    FCA reg no.
    824620
    FCA authorised date:
    31/10/18
    FCA-regulated firm, Steven James, delivers comprehensive financial planning and regulated advice from Tonyrefail. The dedicated team offers investment management, pension transfers, and retirement advice to secure clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Porth
  10. 🏢

    Joosten Financial Planning LTD

    FCA reg no.
    1007400
    FCA authorised date:
    02/04/24
    Newport-based Joosten Financial Planning Ltd provides high-quality, personalised financial advice on life and investment planning, pensions retirement, and comprehensive financial planning. Regulated by the FCA, they prioritise client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Newport
  11. 🏢

    A.c.t. Financial Services LTD

    FCA reg no.
    706413
    FCA authorised date:
    01/09/15
    A.C.T. Financial Services Ltd provides regulated, client-focused financial advice on life insurance, investments, retirement planning and more to Newport and surrounding areas from their base in Rogerstone.
    1. ✔2 Financial Advisers
    2. 🪧10.5 Miles
    3. 📍Newport
  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. 🪧10.8 Miles
    3. 📍Cowbridge
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  14. 🏢

    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. 🪧10.9 Miles
    3. 📍Blackwood
  15. 🏢

    LEABOLD FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    402291
    FCA authorised date:
    15/09/04
    Based in Abercynon, Mid Glamorgan, Leabold Financial Management Ltd is an FCA-regulated firm specialising in professional financial services including insurance, investments, and comprehensive financial planning across South Wales.
    1. ✔2 Financial Advisers
    2. 🪧11 Miles
    3. 📍Abercynon
  16. 🏢

    MG Asset Planning LTD

    FCA reg no.
    1031859
    FCA authorised date:
    16/04/25
    MG Asset Planning Ltd, a trusted financial services provider in South Wales, offers quality, FCA-regulated advice on investments, retirement planning, and more, catering to clients across Mid Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧11.2 Miles
    3. 📍South Wales
  17. 🏢

    Ascent Wealth Management

    FCA reg no.
    915918
    FCA authorised date:
    29/10/19
    Ascent Wealth Management, an FCA-regulated firm in Newport, specializes in providing regulated advice on investments and financial planning. Known for its integrity and client satisfaction, it caters to diverse clientele.
    1. ✔3 Financial Advisers
    2. 🪧11.3 Miles
    3. 📍Newport
  18. 🏢

    Owens Wealth Management LTD

    FCA reg no.
    983079
    FCA authorised date:
    12/09/22
    Owens Wealth Management Ltd, a FCA regulated financial services firm, specializes in providing tailored advice on life investments, pensions, and comprehensive financial planning to the Mid Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧11.3 Miles
    3. 📍Pontypridd
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