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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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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧15.4 Miles
    3. 📍Caerphilly
  3. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧15.4 Miles
    3. 📍Cardiff
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧15.5 Miles
    3. 📍Caerphilly
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧15.5 Miles
    3. 📍Cardiff
  6. 🏢

    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. 🪧15.8 Miles
    3. 📍Pontypridd
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  8. 🏢

    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.
    1. ✔11 Financial Advisers
    2. 🪧16 Miles
    3. 📍Cardiff
  9. 🏢

    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. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧16.6 Miles
    4. 📍Cardiff
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧16.6 Miles
    3. 📍Cardiff
  11. 🏢

    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. 🪧16.6 Miles
    3. 📍Abercynon
  12. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧16.7 Miles
    3. 📍Cardiff
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  14. 🏢

    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. 🪧16.8 Miles
    3. 📍South Wales
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧17 Miles
    3. 📍Treorchy
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧17.2 Miles
    3. 📍Ferndale
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧17.8 Miles
    3. 📍Cardiff
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧17.9 Miles
    3. 📍Cardiff
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