Find FCA registered Financial Advisers Near Me in CF61 2
We have found 283 relevant financial adviser firms within 30 miles of CF61 2. Showing page 10 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
- 🪧15.4 Miles
- 📍Caerphilly
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Adam Hughes Wealth Management LTD
- FCA reg no.
- 946291
- FCA authorised date:
- 04/03/21
Adam Hughes Wealth Management Ltd. is a Cardiff based, FCA regulated wealth management company specialising in financial planning solutions for individuals and businesses with a client-centric approach.- ✔2 Financial Advisers
- 🪧15.4 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
- 🪧15.5 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
- 🪧15.5 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧15.8 Miles
- 📍Pontypridd
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Hawkinsthomas LTD
- FCA reg no.
- 747212
- FCA authorised date:
- 17/05/16
HawkinsThomas Ltd is a professional financial planning firm in Cardiff, providing tailored, regulated advice. Known for trustworthiness and client satisfaction, it specialises in life investments, retirement pensions, and holistic financial planning.- ✔11 Financial Advisers
- 🪧16 Miles
- 📍Cardiff
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Ramsay and White Wealth Management Limited
- FCA reg no.
- 975400
- FCA authorised date:
- 10/05/22
Ramsay and White Wealth Management Limited, a FCA registered firm in Cardiff, specializes in comprehensive financial planning services, offering tailored advice on life and investment plans, pensions retirement, and final salary pension transfers.- ✔1 Financial Adviser
- ✔3 Mortgage Brokers
- 🪧16.6 Miles
- 📍Cardiff
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BPU Financial Solutions LTD
- FCA reg no.
- 575117
- FCA authorised date:
- 31/01/18
Cardiff-based BPU Ltd provides client-focused financial services like life and investments, pension advice, and more; ensuring tailored solutions for clients in South Glamorgan and surrounding areas with trusted, regulated advice.- ✔1 Financial Adviser
- 🪧16.6 Miles
- 📍Cardiff
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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.- ✔2 Financial Advisers
- 🪧16.6 Miles
- 📍Abercynon
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RWB Wealth LTD
- FCA reg no.
- 844511
- FCA authorised date:
- 17/03/23
RWB Wealth Ltd is a Cardiff-based firm specialising in financial planning and regulated advice, offering services from insurance to investment strategies. Noted for its approachable service, they cater to individuals and businesses alike.- ✔2 Financial Advisers
- 🪧16.7 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧16.8 Miles
- 📍South Wales
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Phoenix Life and Mortgages Limited
- FCA reg no.
- 986563
- FCA authorised date:
- 03/11/22
Phoenix Life and Mortgages Limited is a FCA-regulated firm offering tailored advice and services in various financial sectors, known for its client-centric approach and reliability.- ✔2 Financial Advisers
- 🪧17 Miles
- 📍Treorchy
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Thomas Davies
- FCA reg no.
- 954228
- FCA authorised date:
- 06/07/21
Thomas Davies is a Ferndale-based financial planning firm known for its optimal investment strategies and focused pension advice. Regulated by FCA, it offers client-centric, tailored services to meet individual financial needs.- ✔1 Financial Adviser
- 🪧17.2 Miles
- 📍Ferndale
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Greenaway Financial Planning Limited
- FCA reg no.
- 926799
- FCA authorised date:
- 27/05/20
Cardiff-based Greenaway Financial Planning Limited is an FCA-regulated firm specialising in life insurance, investments, and pensions retirement. With expert advice and tailored services, they are South Glamorgan's trusted financial advisor.- ✔1 Financial Adviser
- 🪧17.8 Miles
- 📍Cardiff
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Roger Pearce & Associates LTD
- FCA reg no.
- 211190
- FCA authorised date:
- 31/05/05
Roger Pearce & Associates Ltd is a reputable Cardiff-based financial advisory firm specialising in life investments, pensions, and retirement planning, providing regulated, personalized advice to clients primarily from South Glamorgan.- ✔1 Financial Adviser
- 🪧17.9 Miles
- 📍Cardiff
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