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Find FCA registered Financial Advisers Near Me in CF62 4


We have found 301 relevant financial adviser firms within 30 miles of CF62 4. Showing page 10 of 21.

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  2. 🏢

    Gregory Davies Wealth Management LTD

    FCA reg no.
    923669
    FCA authorised date:
    10/12/24
    Regulated by the FCA, Gregory Davies Wealth Management Ltd. provides tailored financial services including insurance, investments and pensions. Based in Caerphilly, they're known for their professional, approachable and strategic wealth management advice.
    1. ✔2 Financial Advisers
    2. 🪧14.6 Miles
    3. 📍Caerphilly
  3. 🏢

    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. 🪧14.6 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. 🪧14.6 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. 🪧14.6 Miles
    3. 📍Cardiff
  6. 🏢

    Curzon Wealth Management Limited

    FCA reg no.
    585168
    FCA authorised date:
    24/07/12
    FCA-regulated Curzon Wealth Management Limited offers tailored financial advice in life investments, pensions retirement, final salary pension transfers, and holistic financial planning across Mid Glamorgan and beyond.
    1. ✔6 Financial Advisers
    2. 🪧14.7 Miles
    3. 📍Bridgend
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  8. 🏢

    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. 🪧15.2 Miles
    4. 📍Cardiff
  9. 🏢

    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. 🪧15.2 Miles
    3. 📍Cardiff
  10. 🏢

    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. 🪧15.3 Miles
    3. 📍Cardiff
  11. 🏢

    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. 🪧16.1 Miles
    3. 📍Pontypridd
  12. 🏢

    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. 🪧16.1 Miles
    3. 📍Cardiff
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  14. 🏢

    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. 🪧16.4 Miles
    3. 📍Cardiff
  15. 🏢

    Perspective (gould Financial Planning) Limited

    FCA reg no.
    525989
    FCA authorised date:
    04/01/11
    Gould Financial Planning, based in Cardiff, is a reputable FCA-regulated firm offering expert advice in life investments, pensions, retirement planning, and overall financial management. They provide tailored, client-centered financial solutions.
    1. ✔28 Financial Advisers
    2. 🪧16.6 Miles
    3. 📍Cardiff
  16. 🏢

    Technical Support Services Cardiff Limited

    FCA reg no.
    1013656
    FCA authorised date:
    08/06/24
    Technical Support Services Cardiff Limited is a FCA-regulated financial firm offering expert advice on life and investments, pensions, and retirement solutions, serving both individuals and businesses in Cardiff and surrounding areas.
    1. ✔2 Financial Advisers
    2. 🪧16.7 Miles
    3. 📍Cardiff
  17. 🏢

    Uniq Family Wealth LTD

    FCA reg no.
    594440
    FCA authorised date:
    01/07/13
    Uniq Family Wealth Ltd, based near Cardiff, offers personalised financial planning services. With a team of experts, they specialise in life and investment planning, pensions advice, and managing pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧16.7 Miles
    3. 📍St Mellons
  18. 🏢

    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. 🪧16.7 Miles
    3. 📍Abercynon
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