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 9 of 26.
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OVAL FINANCIAL MANAGEMENT LIMITED
- FCA reg no.
- 564990
- FCA authorised date:
- 16/11/11
Oval Financial Management Ltd is a regulated financial planning firm in Treforest, Mid Glamorgan, specialising in life insurance, investments, and pensions retirement advice with a personalised approach.- ✔1 Financial Adviser
- 🪧10.6 Miles
- 📍Treforest
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Servini Financial Planning Limited
- FCA reg no.
- 823801
- FCA authorised date:
- 01/04/19
Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.- ✔1 Financial Adviser
- 🪧10.8 Miles
- 📍Caerphilly
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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 Financial Adviser
- 🪧10.8 Miles
- 📍Caerphilly
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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 Financial Adviser
- 🪧10.8 Miles
- 📍Cardiff
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WILCOX FINANCIAL PLANNING LTD
- FCA reg no.
- 672288
- FCA authorised date:
- 08/06/15
Wilcox Financial Planning Limited, based in Pontyclun, offers expert FCA-regulated advice on life and investment planning, pensions, and retirement solutions, serving clients from new investors to experienced retirees.- ✔1 Financial Adviser
- 🪧10.8 Miles
- 📍Pontyclun
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Thomas, Carroll Independent Financial Advisers Limited
- FCA reg no.
- 450497
- FCA authorised date:
- 03/07/06
Thomas, Carroll Independent Financial Advisers Limited located in Caerphilly, Gwent offers specialised financial advice on investments, pensions, and retirement planning. Ensures adherence to high standards, serving clients with reliable, regulated advice.- ✔3 Financial Advisers
- 🪧10.9 Miles
- 📍Caerphilly
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Anchorage Wealth & Planning
- FCA reg no.
- 1025659
- FCA authorised date:
- 15/02/25
FCA-regulated Anchorage Wealth & Planning offers expert financial advice in Penllyn and adjacent areas. Specialising in life and investments, pensions retirement advice, and final salary pension transfers. Prioritising client security and growth.- ✔1 Financial Adviser
- 🪧11 Miles
- 📍Cowbridge
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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.- ✔2 Financial Advisers
- 🪧11.1 Miles
- 📍Caerphilly
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Ian D Campbell Independent Financial Services LTD
- FCA reg no.
- 771110
- FCA authorised date:
- 07/02/17
Ian D Campbell Independent Financial Services Ltd is a trusted Pontypridd-based firm providing tailored financial services, including insurance, investments, and pensions retirement advice, regulated by the FCA. Known for their client-focused approach.- ✔1 Financial Adviser
- 🪧11.7 Miles
- 📍Pontypridd
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SAVVY WEALTH MANAGEMENT LTD
- FCA reg no.
- 562795
- FCA authorised date:
- 07/11/11
Savvy Wealth Management Ltd is a trusted, FCA-regulated provider of comprehensive financial solutions specialising in life investments, pensions retirement advice and financial planning in Mid Glamorgan and surrounding areas.- ✔1 Financial Adviser
- 🪧11.8 Miles
- 📍Pontyclun
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Mayfair Associates
- FCA reg no.
- 210617
- FCA authorised date:
- 31/05/05
Mayfair Town & Country, a premier financial services firm in Somerset, specialises in personalised financial advice and solutions. Known for its professional and approachable style, it's regulated by the FCA.- ✔2 Financial Advisers
- 🪧12.5 Miles
- 📍Weston Super Mare
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Laver Wealth Management Limited
- FCA reg no.
- 153989
- FCA authorised date:
- 01/12/01
Laver Wealth Management Limited, based in Somerset, specializes in tailored financial planning and regulated advice on wealth management, life investments, and retirement plans. Known for client-focused, personalized services and a professional approach.- ✔4 Financial Advisers
- 🪧12.5 Miles
- 📍Weston Super Mare
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Seventy Six Financial Planning LTD
- FCA reg no.
- 971702
- FCA authorised date:
- 10/03/22
Based in Weston super Mare, Somerset, Seventy Six Financial Planning Ltd offers regulated financial planning services. Their expertise includes life and investment strategies, pension retirement advice, and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧12.6 Miles
- 📍Weston Super Mare
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BEESURE LTD
- FCA reg no.
- 832417
- FCA authorised date:
- 01/10/19
Beesure Ltd, based in Newport Gwent, is a trusted, FCA regulated partner for financial planning and advice, specializing in retirement advice, life insurance, and investments.- ✔2 Financial Advisers
- 🪧13 Miles
- 📍Newport
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Beesure Financial Planning Limited
- FCA reg no.
- 930708
- FCA authorised date:
- 27/07/20
Beesure Financial Planning Limited, FCA regulated, specialises in financial planning, offering services like insurance, investments and pension advice. Known for tailored, professional advice, they primarily serve the Gwent area.- ✔4 Financial Advisers
- 🪧13 Miles
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