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Find FCA registered Financial Advisers Near Me in CF62 3


We have found 319 relevant financial adviser firms within 30 miles of CF62 3. Showing page 1 of 22.

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  2. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧13.2 Miles
    2. 📍Cwmbran
    ★★★★⯨
  3. 🏢

    Castra Financial

    FCA reg no.
    845715
    FCA authorised date:
    14/04/20
    Financial Planner within an Independent Financial Advice Firm, helping people understand their number to live their best lives.
    1. ✔3 Financial Advisers
    2. 🪧13.2 Miles
    3. 📍Cwmbran
    ★★★★⯨
  4. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧25.9 Miles
    4. 📍Tredegar
  5. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧29.1 Miles
    3. 📍Taunton
  6. 🏢

    Halen Wealth Limited

    FCA reg no.
    816033
    FCA authorised date:
    06/02/19
    South Glamorgan-based Halen Wealth Limited offers expert life, investment, and pension retirement advice with robust financial planning. Regulated by the FCA, they prioritize client-focused service for a prosperous financial future.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Barry
  7. 🏢

    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. 🪧3.1 Miles
    3. 📍Barry
  8. 🏢

    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. 🪧4.9 Miles
    3. 📍Barry
  9. 🏢

    Chris Price Financial Consultancy LTD

    FCA reg no.
    541051
    FCA authorised date:
    30/06/17
    Barry-based Chris Price Financial Consultancy Ltd provides bespoke solutions in life investments, pensions, and financial planning. Registered under the FCA, they assure trusted, regulated advice to South Glamorgan and beyond.
    1. ✔2 Financial Advisers
    2. 🪧5 Miles
    3. 📍Barry
  10. 🏢

    Chess Private Wealth Limited

    FCA reg no.
    1038040
    FCA authorised date:
    29/08/25
    Chess Private Wealth Limited is a FCA-regulated financial service provider based in Cowbridge, offering expert advice on life and investments, pensions, retirement planning and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Cowbridge
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  12. 🏢

    Falco Financial Planning LTD

    FCA reg no.
    813747
    FCA authorised date:
    06/07/22
    Falco Financial Planning Ltd is a UK-based advisory firm offering strategic financial solutions including life, investments, and retirement advice. Known for transparent, regulated advice, they specialize in serving first-time financial planning individuals.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Cowbridge
  13. 🏢

    Harries Financial Wealth Management LTD

    FCA reg no.
    837965
    FCA authorised date:
    25/03/19
    Harries Financial Wealth Management Ltd in Cowbridge is a regulated, trusted advisor specializing in retirement advice and final salary pension transfers. They offer personalized financial strategies for local families.
    1. ✔2 Financial Advisers
    2. 🪧5.3 Miles
    3. 📍Cowbridge
  14. 🏢

    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. 🪧5.4 Miles
    4. 📍Barry
  15. 🏢

    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. 🪧5.4 Miles
    3. 📍Barry
  16. 🏢

    Anchorage Wealth & Planning

    FCA reg no.
    1025659
    FCA authorised date:
    15/02/25
    FCA-regulated Anchorage Wealth & Planning offers expert financial advice in Penllyn and adjacent areas. Specialising in life and investments, pensions retirement advice, and final salary pension transfers. Prioritising client security and growth.
    1. ✔1 Financial Adviser
    2. 🪧7.1 Miles
    3. 📍Cowbridge
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  18. 🏢

    Browne & Brown IFA Limited

    FCA reg no.
    954619
    FCA authorised date:
    13/07/21
    A renowned, FCA regulated financial firm, Browne & Brown IFA Limited offers expert financial advice, including life and investments, pensions, and financial planning. The client-focused firm provides tailored solutions catering to individual financial needs.
    1. ✔2 Financial Advisers
    2. 🪧7.5 Miles
    3. 📍Pontyclun
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