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Find FCA registered Financial Advisers Near Me in CF62 9


We have found 366 relevant financial adviser firms within 30 miles of CF62 9. Showing page 19 of 25.

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  2. 🏢

    Prosperity Planning LTD

    FCA reg no.
    804989
    FCA authorised date:
    01/02/19
    Prosperity Planning Ltd is an FCA regulated financial planning firm in Bristol, specialising in life insurance, retirement pensions advice and investment assistance. Known for approachable tailored solutions, trust and professionalism.
    1. ✔2 Financial Advisers
    2. 🪧26.5 Miles
    3. 📍Bristol
  3. 🏢

    Coronation Wealth Management LLP

    FCA reg no.
    826961
    FCA authorised date:
    26/11/18
    Bristol-based Coronation Wealth Management LLP offers FCA-regulated, strategic advice in sectors including investments, retirement planning, and financial planning, serving clients across Somerset with a personalised service.
    1. ✔2 Financial Advisers
    2. 🪧26.5 Miles
    3. 📍Bristol
  4. 🏢

    David Charles Hesketh

    FCA reg no.
    541529
    FCA authorised date:
    11/04/11
    David Hesketh IFA is a reputable, FCA-regulated financial advisory firm in Baglan, providing expert advice on insurance, investments, retirement planning and personalised financial strategies. Known for its client-focused approach and easy-to-understand financial concepts.
    1. ✔1 Financial Adviser
    2. 🪧26.7 Miles
    3. 📍Port Talbot
  5. 🏢

    DWJ Wealth Management LTD

    FCA reg no.
    630640
    FCA authorised date:
    21/08/14
    DWJ Wealth Management Ltd, near Swansea, offers professional, approachable financial services including life investments and retirement advice. Noted for their tailored, client-centered approach, they are regulated under FCA number 630640.
    1. ✔2 Financial Advisers
    2. 🪧27 Miles
    3. 📍Port Talbot
  6. 🏢

    GLYNNEATH FINANCIAL SERVICES LTD

    FCA reg no.
    511386
    FCA authorised date:
    05/02/10
    FCA-regulated GLYNNEATH FINANCIAL SERVICES LTD offers expert advice on life investments, retirement planning, and comprehensive financial planning in Glynneath and West Glamorgan. Committed to personalisation, trust, and professionalism.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧27.1 Miles
    4. 📍Neath
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  8. 🏢

    A Finance Limited

    FCA reg no.
    584606
    FCA authorised date:
    26/11/12
    A Finance Limited, located in Taunton, is a FCA registered finance company providing regulated, comprehensive financial services across the UK, specialising in investments, pensions, and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧27.2 Miles
    3. 📍Taunton
  9. 🏢

    Purple Fox Financial Planning LTD

    FCA reg no.
    1011691
    FCA authorised date:
    14/05/24
    Purple Fox Financial Planning Ltd, an FCA-registered firm in Bristol, specialises in expert financial services including life and investments, pensions, and retirement planning, known for client-centric, strategic solutions.
    1. ✔1 Financial Adviser
    2. 🪧27.2 Miles
    3. 📍Bristol
  10. 🏢

    LV Nicholas Financial Planning Limited

    FCA reg no.
    568978
    FCA authorised date:
    16/11/11
    LV Nicholas Financial Planning Limited, based in Bristol and regulated by the FCA, specialises in wealth management and pensions retirement advice, with a focus on final salary pension transfers, offering personalised financial planning services.
    1. ✔1 Financial Adviser
    2. 🪧27.2 Miles
    3. 📍Bristol
  11. 🏢

    Sean Davey

    FCA reg no.
    439708
    FCA authorised date:
    20/09/05
    Sean Davey, located in Somerset, is a trustworthy financial planning firm offering tailored and regulated services ranging from insurance to investments. Regulated by the FCA, they ensure clients' unique financial goals are met.
    1. ✔1 Financial Adviser
    2. 🪧27.4 Miles
    3. 📍Taunton
  12. 🏢

    Tuckers Legal & Financial Services LTD

    FCA reg no.
    947911
    FCA authorised date:
    02/08/21
    Tuckers Legal & Financial Services Ltd, based in Devon, is a regulated advisory firm specializing in financial planning and retirement strategies. They deliver tailored, client-focused advice for pensions, investments and life planning.
    1. ✔7 Financial Advisers
    2. ✔6 Mortgage Brokers
    3. 🪧27.7 Miles
    4. 📍Lynton
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  14. 🏢

    Alma Vale Wealth Management Limited

    FCA reg no.
    766051
    FCA authorised date:
    01/12/16
    Bristol-based Alma Vale Wealth Management Limited is a trusted and regulated financial planning firm, offering services like investment advice, pensions support, and comprehensive planning to clients in surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧27.7 Miles
    3. 📍Bristol
  15. 🏢

    Heritage Independent Financial Consultancy LTD

    FCA reg no.
    624976
    FCA authorised date:
    16/09/14
    Heritage Independent Financial Consultancy Ltd is an FCA registered firm in Taunton, Somerset, specialising in personalised financial planning, pensions retirement advice, and investment strategies. Celebrated for their client-focused approach and industry experience.
    1. ✔4 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧28 Miles
    4. 📍Taunton
  16. 🏢

    Plumptree Kilby

    FCA reg no.
    149715
    FCA authorised date:
    01/12/01
    Plumptree Kilby is a reputable FCA-registered financial firm in Taunton, Somerset, offering personalized financial planning services including life investments and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧28 Miles
    3. 📍Taunton
  17. 🏢

    Amberstone Financial Planning Limited

    FCA reg no.
    1028529
    FCA authorised date:
    18/02/25
    AmberStone Financial Planning Limited, based in Somerset, provides tailored financial planning and investment solutions. They offer expert advice on life investments, pensions and retirement plans, catering to clients' unique needs.
    1. ✔1 Financial Adviser
    2. 🪧28 Miles
  18. 🏢

    Simon James John

    FCA reg no.
    194505
    FCA authorised date:
    16/06/05
    Simon James John is a Bristol-based, FCA regulated financial planning firm renowned for tailored advice on life investments, pensions, retirement planning, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧28 Miles
    3. 📍Bristol
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