Find FCA registered Financial Advisers Near Me in CF5 4
We have found 387 relevant financial adviser firms within 30 miles of CF5 4. Showing page 5 of 26.
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ARCHYTAS STRATEGIC PLANNING LIMITED
- FCA reg no.
- 609841
- FCA authorised date:
- 01/04/14
Archytas Strategic Planning is a Cardiff-based firm, providing regulated financial advice, including life and investment planning and retirement advice. Known for their personalized approach, they serve both first-time buyers and seasoned investors.- ✔2 Financial Advisers
- 🪧3.9 Miles
- 📍Cardiff
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PENGUIN WEALTH PLANNERS LIMITED
- FCA reg no.
- 830057
- FCA authorised date:
- 01/08/19
A Cardiff-based firm, Penguin Wealth Planners Limited provides expert financial planning services, specializing in funeral plans. They offer personalized advice on investments, pensions, retirement, and life insurance, serving primarily South Glamorgan clients.- ✔8 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧3.9 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
- 🪧3.9 Miles
- 📍Cardiff
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Llewellyn Financial Solutions LTD
- FCA reg no.
- 458144
- FCA authorised date:
- 04/10/06
Llewellyn Financial Solutions Ltd, near Cardiff, is a FCA-regulated firm offering expert financial planning, investment and pension advice tailored to various life stages. Specialises in life investments and final salary pension transfers.- ✔1 Financial Adviser
- 🪧3.9 Miles
- 📍Nr Cardiff
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EST Wealth LTD
- FCA reg no.
- 921582
- FCA authorised date:
- 23/09/20
EST Wealth Ltd is an FCA-regulated financial services company based in Groesfaen, offering tailored advice in investment planning, pensions and retirement across South Glamorgan and beyond.- ✔3 Financial Advisers
- 🪧3.9 Miles
- 📍Pontyclun
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- ✔4 Financial Advisers
- ✔1 Mortgage Broker
- 🪧3.9 Miles
- 📍Cardiff
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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
- 🪧4 Miles
- 📍Cardiff
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Andrew Pratt
- FCA reg no.
- 418836
- FCA authorised date:
- 23/12/04
Andrew Pratt is a Cardiff-based, FCA regulated financial services firm offering expert financial planning, insurance advice, investment strategies, and pension consultations in South Glamorgan.- ✔1 Financial Adviser
- 🪧4 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧4.1 Miles
- 📍Cardiff
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Fortress Financial Services Limited
- FCA reg no.
- 836163
- FCA authorised date:
- 14/10/19
Fortress Financial Services Limited is a trusted, FCA-registered firm providing regulated financial planning and advice in Barry, South Glamorgan. Specializing in insurance, investments, and pensions retirement advice, they cater to tailored client needs.- ✔4 Financial Advisers
- ✔1 Mortgage Broker
- 🪧4.2 Miles
- 📍Barry
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Vale Asset Management
- FCA reg no.
- 415900
- FCA authorised date:
- 12/01/05
Vale Asset Management, an FCA-regulated firm in South Glamorgan, provides comprehensive financial planning services including life insurance, investments, pensions retirement advice, and financial planning. Known for their client-focused approach.- ✔1 Financial Adviser
- 🪧4.3 Miles
- 📍Barry
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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 Financial Adviser
- 🪧4.3 Miles
- 📍Cardiff
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Hubbard-miles Wealth Management LTD
- FCA reg no.
- 1019561
- FCA authorised date:
- 01/10/24
Cardiff-based Hubbard-Miles Wealth Management Ltd specialises in comprehensive financial planning, including life, investments, and pension retirement advice. They offer personalised solutions rooted in integrity for clients across South Glamorgan.- ✔3 Financial Advisers
- 🪧4.3 Miles
- 📍Cardiff
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ROMILLY ASSOCIATES IFA LTD
- FCA reg no.
- 450550
- FCA authorised date:
- 03/08/06
Romilly Associates IFA Ltd in Penarth, GB offers personalized financial planning, specializing in life insurance along with investment and pensions retirement advice.- ✔3 Financial Advisers
- 🪧4.3 Miles
- 📍Penarth
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Andrew Varley
- FCA reg no.
- 912298
- FCA authorised date:
- 14/08/19
Andrew Varley Financial Planning is a Cardiff-based firm offering personalised financial services including investment planning, retirement advice, and pension transfers. They specialise in tailored plans to secure clients' futures.- ✔1 Financial Adviser
- 🪧4.4 Miles
- 📍Cardiff
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