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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 14 of 26.

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  2. 🏢

    Personal Wealth Management (south Wales) LTD

    FCA reg no.
    784785
    FCA authorised date:
    13/11/17
    Based in Newbridge, Newport, Personal Wealth Management (South Wales) Ltd is a FCA regulated firm specializing in life insurance, investments, retirement pensions, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧17.7 Miles
    3. 📍Newport
  3. 🏢

    JAMES & ASSOCIATES FINANCIAL SERVICES LIMITED

    FCA reg no.
    408280
    FCA authorised date:
    04/01/05
    Based in Somerset, James & Associates Financial Services Limited provides regulated financial guidance, including life planning, pension advice, and investment planning. They are trusted for their client-centric and professional service.
    1. ✔1 Financial Adviser
    2. 🪧17.8 Miles
    3. 📍Minehead
  4. 🏢

    Wise Wealth Management LTD

    FCA reg no.
    925644
    FCA authorised date:
    05/05/20
    Wise Wealth Management Ltd, FCA-registered financial advisors near Blackwood, offer tailored life investments, pension advice, and financial planning services to clients across Gwent and beyond.
    1. ✔1 Financial Adviser
    2. 🪧18.2 Miles
    3. 📍Blackwood
  5. 🏢

    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. 🪧18.2 Miles
    3. 📍Bridgend
  6. 🏢

    Quinn & Amanda McCarthy

    FCA reg no.
    840105
    FCA authorised date:
    11/04/19
    Quinn & Amanda McCarthy is a Somerset-based FCA-regulated firm (#840105) offering expert financial planning and advice, specializing in life investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧18.5 Miles
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  8. 🏢

    MIKE SMITH IFA LTD.

    FCA reg no.
    610634
    FCA authorised date:
    02/01/14
    MIKE SMITH IFA LTD in Clevedon, Somerset is a reputable FCA-regulated firm offering personalised financial planning, pensions, and investment advice for stable future finances across Somerset and surrounding counties.
    1. ✔2 Financial Advisers
    2. 🪧18.6 Miles
    3. 📍Clevedon
  9. 🏢

    ISCA Wealth Management Limited

    FCA reg no.
    914030
    FCA authorised date:
    24/09/19
    ISCA Wealth Management Limited, based in Newport, specializes in strategic financial planning, final salary pension transfers, life investments, and pensions retirement advice, with a commitment to personalized service.
    1. ✔1 Financial Adviser
    2. 🪧18.7 Miles
    3. 📍Newport
  10. 🏢

    Churchill Investments PLC

    FCA reg no.
    182363
    FCA authorised date:
    01/12/01
    Churchill Investments Plc is an established, FCA-registered financial services firm in Somerset. Specializing in life and investment management, they provide expert pensions retirement advice and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧19.1 Miles
    3. 📍Winscombe
  11. 🏢

    Trulife Financial LTD

    FCA reg no.
    940099
    FCA authorised date:
    03/12/20
    Trulife Financial Ltd, based in Langstone, Gwent, provides personalised, regulated financial advice specializing in final salary pension transfers, investment, and retirement planning - all tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧19.1 Miles
    3. 📍Langstone
  12. 🏢

    ABACUS ASSURANCE FINANCIAL SERVICES LIMITED

    FCA reg no.
    516109
    FCA authorised date:
    16/08/10
    ABACUS Assurance Financial Services, FCA registered in Porthcawl, specialises in secure advice on life & investments and pension retirement planning. The firm is known for a client-centric approach and expert financial planning.
    1. ✔4 Financial Advisers
    2. 🪧19.1 Miles
    3. 📍Porthcawl
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  14. 🏢

    Argoed Wealth Management LTD

    FCA reg no.
    733723
    FCA authorised date:
    01/12/16
    Argoed Wealth Management Ltd, regulated by the FCA, offers comprehensive financial services including life planning, investment advice, and pension transfers; providing accessible, professional financial planning in Blackwood.
    1. ✔1 Financial Adviser
    2. 🪧19.1 Miles
    3. 📍Blackwood
  15. 🏢

    Dale Matthews Wealth Management

    FCA reg no.
    415118
    FCA authorised date:
    18/11/04
    Dale Matthews Wealth Management is a respected, FCA-regulated firm in Cwmbran, specialising in life investments, financial planning and pension advice. They offer tailored, client-centric services and uphold an approachable ethos.
    1. ✔1 Financial Adviser
    2. 🪧19.2 Miles
    3. 📍Cwmbran
  16. 🏢

    Premier Commercial Wealth Management LTD

    FCA reg no.
    580514
    FCA authorised date:
    23/08/12
    Premier Commercial Wealth Management Ltd is a leading FCA-regulated financial advisory firm in Newport, providing bespoke financial planning, retirement advice, and investment strategies tailored to individual client needs.
    1. ✔3 Financial Advisers
    2. 🪧19.4 Miles
    3. 📍Newport
  17. 🏢

    Thomas Davies

    FCA reg no.
    954228
    FCA authorised date:
    06/07/21
    Thomas Davies is a Ferndale-based financial planning firm known for its optimal investment strategies and focused pension advice. Regulated by FCA, it offers client-centric, tailored services to meet individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧19.4 Miles
    3. 📍Ferndale
  18. 🏢

    William Human

    FCA reg no.
    528326
    FCA authorised date:
    21/07/10
    William Human, a respected financial firm in Highbridge, Somerset, offers expert advice on life investments, pensions, and retirement, specializing in final salary pension transfers. Known for personal financial planning services, professionalism, and high ethical standards, regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧19.8 Miles
    3. 📍Highbridge
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