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Find FCA registered Financial Advisers Near Me in CF64 3


We have found 448 relevant financial adviser firms within 30 miles of CF64 3. Showing page 4 of 30.

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  2. 🏢

    Lewis Financial Planning & Wealth Management LTD

    FCA reg no.
    973886
    FCA authorised date:
    08/04/22
    A Cardiff-based financial services company, Lewis Financial Planning & Wealth Management Ltd offers bespoke insurance, investment, and retirement planning solutions, known for their regulated, reliable, and client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧3.5 Miles
    3. 📍Cardiff
  3. 🏢

    Burley Fox Limited

    FCA reg no.
    610482
    FCA authorised date:
    02/01/14
    Regulated by the FCA, Burley Fox Limited is a Cardiff-based firm that provides tailored financial services such as life and investment planning, pension schemes, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧3.5 Miles
    3. 📍Cardiff
  4. 🏢

    Portland Wealth Management Limited

    FCA reg no.
    516596
    FCA authorised date:
    21/01/10
    Portland Wealth Management Ltd is a FCA regulated firm in Cardiff, specializing in financial planning and wealth management services, including investments, pensions, retirement advice, and life services.
    1. ✔2 Financial Advisers
    2. 🪧3.5 Miles
    3. 📍Cardiff
  5. 🏢

    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. 🪧3.6 Miles
    3. 📍Cardiff
  6. 🏢

    Harry Robinson Wealth Management Limited

    FCA reg no.
    771314
    FCA authorised date:
    09/02/17
    Harry Robinson Wealth Management, based in Cardiff, is a premier, FCA-regulated financial services firm known for its comprehensive financial planning, investment and retirement advice, and regional coverage.
    1. ✔3 Financial Advisers
    2. 🪧3.6 Miles
    3. 📍Cardiff
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  8. 🏢

    Robert Liam Ingram

    FCA reg no.
    649779
    FCA authorised date:
    14/10/14
    Cardiff-based Robert Liam Ingram offers a range of financial services, specialising in life investments, pensions advice, and financial planning. As a FCA regulated firm, they provide transparent, personalised advice for secure futures.
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Cardiff
  9. 🏢

    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. 🪧3.7 Miles
    3. 📍Cardiff
  10. 🏢

    TD Financial LTD

    FCA reg no.
    469500
    FCA authorised date:
    22/10/07
    TD Financial Ltd based in Cardiff, offers trusted and FCA-regulated financial services including life investments, pensions, and retirement advice, catering to each client's unique financial journey.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧3.8 Miles
    4. 📍Cardiff
  11. 🏢

    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. 🪧3.9 Miles
    3. 📍Cardiff
  12. 🏢

    Dewis Financial Planning LTD

    FCA reg no.
    1046085
    FCA authorised date:
    05/01/26
    Based in Cardiff, Dewis Financial Planning LTD is an FCA regulated company offering expert advice for life and investment planning, pension retirement, and overall financial planning. Their personalised approach serves a diverse range of clients.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Cardiff
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  14. 🏢

    Waverley Court Consulting LTD

    FCA reg no.
    624087
    FCA authorised date:
    11/08/14
    Waverley Court Consulting Ltd is a FCA recognised Welsh financial services firm, specialising in personalised financial planning, life insurance, and investment opportunities. They are trusted for offering bespoke, client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Cardiff
  15. 🏢

    CARLSON WEALTH MANAGEMENT LIMITED

    FCA reg no.
    673112
    FCA authorised date:
    14/05/15
    Carlson Wealth Management Limited, based in Cardiff, is a reputable, FCA-regulated financial services firm specializing in comprehensive financial planning. They offer tailored wealth strategies and expert advice on life investments, pensions retirement and more.
    1. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Cardiff
  16. 🏢

    Cathedral Financial Services LLP

    FCA reg no.
    438073
    FCA authorised date:
    10/11/05
    Cathedral Financial Services LLP, located in Cardiff, is a fully FCA regulated firm offering expert financial planning and advice. They specialize in life insurance, investments, pensions, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧4.5 Miles
    3. 📍Cardiff
  17. 🏢

    JWA Financial Planning LTD

    FCA reg no.
    798772
    FCA authorised date:
    01/06/18
    JWA Financial Planning Ltd is a leading FCA registered firm in Cardiff, providing expert advice on investments, pensions, and life insurance. They are renowned for their client-centred approach, transparency, and comprehensive financial solutions.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧4.6 Miles
    4. 📍Cardiff
  18. 🏢

    Ben Stringer

    FCA reg no.
    970720
    FCA authorised date:
    25/02/22
    Cardiff-based FCA-regulated firm, Ben Stringer, specialises in strategic financial planning and regulated advice. Offering services like investment planning and pension retirement advice, they tailor bespoke solutions to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Cardiff
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