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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 6 of 21.

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  2. 🏢

    Lauren Carless

    FCA reg no.
    925528
    FCA authorised date:
    01/05/20
    Lauren Carless is a reputable financial firm in Cardiff, specializing in life investments, pensions, retirement advice and comprehensive financial planning. Known for its professional yet personal services, it caters to clients across South Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Cardiff
  3. 🏢

    JP Private Clients LLP

    FCA reg no.
    833638
    FCA authorised date:
    13/02/19
    JP Private Clients LLP, a reputable Cardiff-based firm, provides regulated financial services including investment, insurance, and retirement advice. Known for tailored solutions, it extends its reach across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Cardiff
  4. 🏢

    Paul Jones

    FCA reg no.
    618669
    FCA authorised date:
    16/09/21
    As a FCA-regulated firm, Paul Jones provides comprehensive financial planning in Cardiff, specialising in life investments, retirement and pension-related matters, including final salary pension transfers. Known for professional, approachable service.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Cardiff
  5. 🏢

    Jeremy Coltman

    FCA reg no.
    710370
    FCA authorised date:
    16/07/15
    Jeremy Coltman is a Cardiff-based financial firm specializing in personalized financial planning, life investments, and pensions. They offer expert retirement advice and final salary pension transfers to clients across South Glamorgan.
    1. ✔2 Financial Advisers
    2. 🪧11.5 Miles
    3. 📍Cardiff
  6. 🏢

    Suzanne Ward

    FCA reg no.
    954526
    FCA authorised date:
    12/07/21
    Suzanne Ward offers expert financial advice from her FCA regulated firm in Cardiff. Specialising in life and investments, pensions, and retirement planning, she provides tailored, client-focused services across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Cardiff
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  8. 🏢

    Daniel Jones

    FCA reg no.
    967894
    FCA authorised date:
    18/01/22
    Daniel Jones is a leading FCA-regulated financial firm in South Glamorgan, offering tailored financial services including investment planning, pension advice, and comprehensive financial planning across Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Cardiff
  9. 🏢

    Christian Adrian John

    FCA reg no.
    595115
    FCA authorised date:
    29/01/13
    Christian Adrian John is a Cardiff-based financial services firm offering bespoke solutions in life, investments and pensions retirement advice. Known for expertise in final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Cardiff
  10. 🏢

    Tom Sterling

    FCA reg no.
    822139
    FCA authorised date:
    02/10/18
    Tom Sterling is a renowned financial firm in Cardiff, specializing in financial planning and regulated advice. Renowned for a customer-focused approach and tailored financial strategies, they make investing accessible for all.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Cardiff
  11. 🏢

    Whitchurch IFA Limited

    FCA reg no.
    572461
    FCA authorised date:
    30/04/12
    Whitchurch IFA Limited, an FCA-regulated firm in Cardiff, offers personalised financial services including life investments and retirement advice to individuals and families in the South Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Cardiff
  12. 🏢

    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. 🪧11.6 Miles
    3. 📍Bridgend
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  14. 🏢

    Skylark Wealth Management Limited

    FCA reg no.
    942212
    FCA authorised date:
    04/01/21
    Cardiff-based Skylark Wealth Management Limited offers financial planning services, including life investments and retirement advice. The FCA-regulated firm provides tailored pension advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Cardiff
  15. 🏢

    CARLSON WEALTH MANAGEMENT LIMITED

    FCA reg no.
    673112
    FCA authorised date:
    14/05/15
    Carlson Wealth Management Limited, based in Cardiff, is a reputable, FCA-regulated financial services firm specializing in comprehensive financial planning. They offer tailored wealth strategies and expert advice on life investments, pensions retirement and more.
    1. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Cardiff
  16. 🏢

    David Reid

    FCA reg no.
    1013723
    FCA authorised date:
    10/06/24
    Based in Cardiff, David Reid is an FCA-registered financial firm specializing in pensions, investments, and financial planning. Known for client-centric, tailored services, it extends to individuals and businesses in South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Cardiff
  17. 🏢

    PENGUIN WEALTH PLANNERS LIMITED

    FCA reg no.
    830057
    FCA authorised date:
    01/08/19
    A Cardiff-based firm, Penguin Wealth Planners Limited provides expert financial planning services, specializing in funeral plans. They offer personalized advice on investments, pensions, retirement, and life insurance, serving primarily South Glamorgan clients.
    1. ✔8 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧11.7 Miles
    4. 📍Cardiff
  18. 🏢

    Steven James

    FCA reg no.
    824620
    FCA authorised date:
    31/10/18
    FCA-regulated firm, Steven James, delivers comprehensive financial planning and regulated advice from Tonyrefail. The dedicated team offers investment management, pension transfers, and retirement advice to secure clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧11.7 Miles
    3. 📍Porth
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