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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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  2. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Cardiff
  3. 🏢

    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.
    1. ✔8 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧3.9 Miles
    4. 📍Cardiff
  4. 🏢

    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. 🪧3.9 Miles
    3. 📍Cardiff
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Nr Cardiff
  6. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Pontyclun
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  8. 🏢

    WPS Wealth Limited

    FCA reg no.
    1023571
    FCA authorised date:
    01/04/25
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧3.9 Miles
    4. 📍Cardiff
  9. 🏢

    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. 🪧4 Miles
    3. 📍Cardiff
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Cardiff
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.1 Miles
    3. 📍Cardiff
  12. 🏢

    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.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧4.2 Miles
    4. 📍Barry
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Barry
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Cardiff
  16. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Cardiff
  17. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Penarth
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Cardiff
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