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Find FCA registered Financial Advisers Near Me in CF64 2


We have found 432 relevant financial adviser firms within 30 miles of CF64 2. Showing page 3 of 29.

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  2. 🏢

    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. 🪧2.6 Miles
    3. 📍Cardiff
  3. 🏢

    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. 🪧2.6 Miles
    3. 📍Cardiff
  4. 🏢

    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. 🪧2.6 Miles
    3. 📍Cardiff
  5. 🏢

    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. 🪧2.6 Miles
    3. 📍Cardiff
  6. 🏢

    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. 🪧2.6 Miles
    3. 📍Cardiff
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  8. 🏢

    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. 🪧2.6 Miles
    3. 📍Cardiff
  9. 🏢

    Hubbard-miles Wealth Management LTD

    FCA reg no.
    1019561
    FCA authorised date:
    01/10/24
    Cardiff-based Hubbard-Miles Wealth Management Ltd specialises in comprehensive financial planning, including life, investments, and pension retirement advice. They offer personalised solutions rooted in integrity for clients across South Glamorgan.
    1. ✔3 Financial Advisers
    2. 🪧2.6 Miles
    3. 📍Cardiff
  10. 🏢

    Financial Planning (Wales) LTD

    FCA reg no.
    190597
    FCA authorised date:
    01/12/01
    Financial Planning (Wales) Ltd, a FCA-regulated firm in Cardiff, offers expert guidance on investments and retirement plans to diverse clients. They provide personalised financial strategies without resorting to jargon.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Cardiff
  11. 🏢

    Sanctuary Financial LTD

    FCA reg no.
    807536
    FCA authorised date:
    03/12/18
    Sanctuary Financial Ltd, based in Cardiff, is a leading FCA-regulated financial service provider specializing in life investments, pensions retirement advice, and comprehensive financial planning in the South Glamorgan region.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.7 Miles
    4. 📍Cardiff
  12. 🏢

    Fortress Financial Services Limited

    FCA reg no.
    836163
    FCA authorised date:
    14/10/19
    Fortress Financial Services Limited is a trusted, FCA-registered firm providing regulated financial planning and advice in Barry, South Glamorgan. Specializing in insurance, investments, and pensions retirement advice, they cater to tailored client needs.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.7 Miles
    4. 📍Barry
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  14. 🏢

    ROCKWEALTH CARDIFF LTD

    FCA reg no.
    944341
    FCA authorised date:
    04/02/21
    Rockwealth Cardiff Ltd, a premier financial planning firm, provides strategic financial services including investments, pensions, and life insurance. Known for quality regulated advice, they specialise in retirement planning and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Cardiff
  15. 🏢

    ARCHYTAS STRATEGIC PLANNING LIMITED

    FCA reg no.
    609841
    FCA authorised date:
    01/04/14
    Archytas Strategic Planning is a Cardiff-based firm, providing regulated financial advice, including life and investment planning and retirement advice. Known for their personalized approach, they serve both first-time buyers and seasoned investors.
    1. ✔2 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Cardiff
  16. 🏢

    Vale Asset Management

    FCA reg no.
    415900
    FCA authorised date:
    12/01/05
    Vale Asset Management, an FCA-regulated firm in South Glamorgan, provides comprehensive financial planning services including life insurance, investments, pensions retirement advice, and financial planning. Known for their client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Barry
  17. 🏢

    SLD Wealth Limited

    FCA reg no.
    997272
    FCA authorised date:
    02/06/23
    SLD Wealth Limited in Cardiff offers personalised, regulated financial advice. Services include life, investments, pensions, retirement advice, and general financial planning. Known for a client-centric approach, they provide individual-oriented practical solutions.
    1. ✔3 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Cardiff
  18. 🏢

    GE Wealth Management LTD

    FCA reg no.
    944366
    FCA authorised date:
    04/02/21
    GE Wealth Management Ltd is a Cardiff-based, FCA-regulated financial service firm specialising in life insurance, pensions, investments, and comprehensive financial planning for clients locally and beyond.
    1. ✔2 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Cardiff
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