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Find FCA registered Financial Advisers Near Me in CF63 2


We have found 381 relevant financial adviser firms within 30 miles of CF63 2. Showing page 13 of 26.

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  2. 🏢

    Positive Wealth Creation LTD

    FCA reg no.
    481182
    FCA authorised date:
    16/06/08
    Positive Wealth Creation Ltd is an FCA-regulated firm specializing in comprehensive financial planning, investment advice, and personalized pensions and retirement guidance around Somerset from their Burnham on Sea base.
    1. ✔2 Financial Advisers
    2. 🪧16.2 Miles
    3. 📍Burnham On Sea
  3. 🏢

    MG Asset Planning LTD

    FCA reg no.
    1031859
    FCA authorised date:
    16/04/25
    MG Asset Planning Ltd, a trusted financial services provider in South Wales, offers quality, FCA-regulated advice on investments, retirement planning, and more, catering to clients across Mid Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍South Wales
  4. 🏢

    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. 🪧16.2 Miles
    3. 📍Bridgend
  5. 🏢

    Coote Financial Planning LTD

    FCA reg no.
    1047124
    FCA authorised date:
    13/12/25
    Coote Financial Planning Ltd offers comprehensive financial services including life and investment advice, pensions, and retirement advice. Regulated by the FCA, they are known for their approachable service and tailored client solutions.
    1. ✔1 Financial Adviser
    2. 🪧16.3 Miles
    3. 📍Blackwood
  6. 🏢

    Realise Financial Planning LTD

    FCA reg no.
    1018041
    FCA authorised date:
    13/09/24
    Realise Financial Planning Ltd, an FCA-registered firm in Clevedon, Somerset, provides expert advice on life investments, pensions, retirement planning and comprehensive financial planning for both local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧16.7 Miles
    3. 📍Clevedon
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  8. 🏢

    Centurion Wealth Management Limited

    FCA reg no.
    509905
    FCA authorised date:
    08/02/10
    Centurion Chartered Financial Planners, based in Clevedon, Somerset, provides tailored expert advice in life investments, pensions, and retirement planning with a commitment to client satisfaction.
    1. ✔12 Financial Advisers
    2. 🪧16.8 Miles
    3. 📍Clevedon
  9. 🏢

    Coleridge Wealth Management Limited

    FCA reg no.
    917697
    FCA authorised date:
    02/12/19
    Coleridge Wealth Management Limited, based in Clevedon, Somerset, specialises in life investments, retirement planning, and regulated advice. They also provide expertise in final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧16.8 Miles
    3. 📍Clevedon
  10. 🏢

    ANGLO-CELTIC FINANCIAL CONSULTANTS LTD

    FCA reg no.
    455444
    FCA authorised date:
    02/10/06
    Newport-based Anglo Celtic Financial Consultants offers regulated financial advice including life and investment strategies, pensions retirement advice, and comprehensive financial planning. Known for bespoke guidance and a client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧16.8 Miles
    3. 📍Newport
  11. 🏢

    HUW WATTS INDEPENDENT FINANCIAL PLANNING LIMITED

    FCA reg no.
    921826
    FCA authorised date:
    01/09/20
    Huw Watts Independent Financial Planning Ltd is a Clevedon-based firm specialising in tailored insurance solutions, investment guidance, pensions retirement advice and comprehensive financial planning mainly for Somerset clients.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧16.8 Miles
    4. 📍Clevedon
  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. 🪧17 Miles
    3. 📍Bridgend
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  14. 🏢

    Robert Baldwin

    FCA reg no.
    578037
    FCA authorised date:
    19/07/12
    Orbit Financial Consultants is a Newport-based, FCA-regulated firm specializing in life insurance services, investments, retirement planning, and comprehensive financial advice with strong regional presence.
    1. ✔1 Financial Adviser
    2. 🪧17.2 Miles
    3. 📍Newport
  15. 🏢

    Bridgewood Independent Financial Advice LTD

    FCA reg no.
    923322
    FCA authorised date:
    26/03/20
    Bridgewood Independent Financial Advice Ltd is a FCA regulated financial service provider in Blackwood, Gwent, specializing in bespoke financial planning and advice, pensions, investments, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧17.3 Miles
    3. 📍Blackwood
  16. 🏢

    Glamorgan 1:1 Financial Limited

    FCA reg no.
    531577
    FCA authorised date:
    04/01/11
    Glamorgan 1:1 Financial Limited is a highly-regulated, FCA registered firm in Aberkenfig, offering tailored financial advice on life investments, pension retirement planning, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧17.4 Miles
    4. 📍Bridgend
  17. 🏢

    IWM Wealth Management LTD

    FCA reg no.
    785950
    FCA authorised date:
    03/08/17
    IWM Wealth Management Ltd, an FCA-registered firm in Blackwood, Gwent, specialises in providing regulated advice on investments, life and pensions retirement. They offer tailored financial planning services with a friendly approach.
    1. ✔2 Financial Advisers
    2. 🪧17.4 Miles
    3. 📍Blackwood
  18. 🏢

    PRJ Financial Planning Limited

    FCA reg no.
    756789
    FCA authorised date:
    25/08/16
    PRJ Financial Planning, a reputable Newport-based FCA-regulated firm, provides expert financial planning advice, from life and investment strategies to pensions retirement, with personalized guidance for local families and first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧17.5 Miles
    3. 📍Newport
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