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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 2 of 19.

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  2. 🏢

    Aevitas Wealth LTD

    FCA reg no.
    724303
    FCA authorised date:
    16/05/16
    Bridgend-based Aevitas Life is a trusted financial services firm offering comprehensive solutions in insurance, investments, pensions, and financial planning. Known for regulated advice tailored to clients' needs, they ensure financial stability.
    1. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Bridgend
  3. 🏢

    Romilly Park Wealth Management LTD

    FCA reg no.
    835318
    FCA authorised date:
    05/03/19
    Romilly Park Wealth Management in Barry, South Glamorgan, offers competent, personalised financial services. Specialising in life planning, investment advice, and pension transfers, they guide clients to make insightful financial decisions.
    1. ✔3 Financial Advisers
    2. 🪧7.8 Miles
    3. 📍Barry
  4. 🏢

    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. 🪧7.9 Miles
    3. 📍Pontyclun
  5. 🏢

    Jason Morgan

    FCA reg no.
    994410
    FCA authorised date:
    04/04/23
    Jason Morgan is a Bridgend-based financial firm, renowned for expert assistance in life investments, final salary pension transfers, and retirement planning. They offer regulated, tailored services suited to a varied client base.
    1. ✔1 Financial Adviser
    2. 🪧8 Miles
    3. 📍Bridgend
  6. 🏢

    CDP ASSOCIATES LIMITED

    FCA reg no.
    225607
    FCA authorised date:
    01/09/03
    CDP Associates Ltd, a GB-based financial solutions firm, offers services like life insurance, pensions retirement advice, and investments. Known for integrity, transparency, and a client-centric approach.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧8.1 Miles
    4. 📍Bridgend
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  8. 🏢

    Acumen Associate Financial Services LTD

    FCA reg no.
    774649
    FCA authorised date:
    08/06/17
    Acumen Associate Financial Services Ltd is a distinguished FCA-recognized financial firm based in Pontyclun, specializing in life investments and pensions retirement advice for all levels of investors.
    1. ✔1 Financial Adviser
    2. 🪧8.3 Miles
    3. 📍Pontyclun
  9. 🏢

    MJS Financial Services LTD

    FCA reg no.
    946843
    FCA authorised date:
    10/03/21
    MJS Financial Services, located in Pontyclun, is a trusted firm providing FCA-regulated financial services including life investments, pensions advice, and comprehensive financial planning across Mid Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Pontyclun
  10. 🏢

    WILCOX FINANCIAL PLANNING LTD

    FCA reg no.
    672288
    FCA authorised date:
    08/06/15
    Wilcox Financial Planning Limited, based in Pontyclun, offers expert FCA-regulated advice on life and investment planning, pensions, and retirement solutions, serving clients from new investors to experienced retirees.
    1. ✔1 Financial Adviser
    2. 🪧8.5 Miles
    3. 📍Pontyclun
  11. 🏢

    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. 🪧8.9 Miles
    3. 📍Nr Cardiff
  12. 🏢

    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. 🪧8.9 Miles
    3. 📍Pontyclun
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  14. 🏢

    Vale Independent Financial Advisers Limited

    FCA reg no.
    491461
    FCA authorised date:
    06/02/09
    Vale Independent Financial Advisers Limited offers a wide range of financial services, including planning and investment advice. Regulated by the FCA, they provide unbiased, reliable guidance for diverse customers across GB.
    1. ✔9 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧9 Miles
    4. 📍Talbot Green
  15. 🏢

    Lifestyle Pensions and Investments LTD

    FCA reg no.
    831668
    FCA authorised date:
    01/08/19
    Lifestyle Pensions and Investments Ltd is a reliable financial services provider in Talbot Green, specialising in insurance, investments, pensions advice, and financial planning. Regulated by FCA and client-focused, it serves the Mid Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Rhondda Cynon Taff
  16. 🏢

    Finli (PDB) LTD

    FCA reg no.
    802430
    FCA authorised date:
    19/01/24
    PDB Wealth Partners Ltd is an FCA regulated financial planning firm in Talbot Green, Mid Glamorgan, specializing in life, investments and retirement advice. They are renowned for tailored services and client-focused advising across GB.
    1. ✔7 Financial Advisers
    2. 🪧9.1 Miles
    3. 📍Talbot Green
  17. 🏢

    Michael Fox

    FCA reg no.
    564504
    FCA authorised date:
    03/01/12
    Fox Financial Management is a trusted FCA registered firm offering comprehensive financial services including pensions retirement advice and life investments, centrally located in Barry, South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Barry
  18. 🏢

    Mollam Wealth LTD

    FCA reg no.
    972885
    FCA authorised date:
    25/03/22
    Mollam Wealth Ltd is a FCA registered firm based in Bridgend, offering comprehensive financial planning, investment advice, and specializing in pensions retirement advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Bridgend
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