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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 8 of 30.

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  2. 🏢

    Llewellyn Financial Solutions LTD

    FCA reg no.
    458144
    FCA authorised date:
    04/10/06
    Llewellyn Financial Solutions Ltd, near Cardiff, is a FCA-regulated firm offering expert financial planning, investment and pension advice tailored to various life stages. Specialises in life investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Nr Cardiff
  3. 🏢

    EST Wealth LTD

    FCA reg no.
    921582
    FCA authorised date:
    23/09/20
    EST Wealth Ltd is an FCA-regulated financial services company based in Groesfaen, offering tailored advice in investment planning, pensions and retirement across South Glamorgan and beyond.
    1. ✔3 Financial Advisers
    2. 🪧8.4 Miles
    3. 📍Pontyclun
  4. 🏢

    MIKE GRIFFITHS LTD

    FCA reg no.
    721539
    FCA authorised date:
    09/05/16
    Cardiff-based MIKE GRIFFITHS LTD is a trusted financial services firm providing expert advice in areas like life and investments, retirement planning, and systematic financial planning to local families and individuals.
    1. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Cardiff
  5. 🏢

    CHRIS LEACH and ASSOCIATES LIMITED

    FCA reg no.
    563997
    FCA authorised date:
    03/01/12
    Chris Leach & Associates Ltd, based in Cardiff, offers regulated financial services such as life insurance, investments, pensions, and retirement advice. They are dedicated to personalised planning for individuals and families' financial futures.
    1. ✔3 Financial Advisers
    2. 🪧8.9 Miles
    3. 📍Cardiff
  6. 🏢

    The Rutherford Lewis & Read Partnership

    FCA reg no.
    195527
    FCA authorised date:
    31/05/05
    Rutherford Lewis & Read, a FCA regulated financial services provider in Gwent, Caerphilly, offers comprehensive investment advice, pension guidance, financial planning and more to clients across the region.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Caerphilly
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Caerphilly
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Caerphilly
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Cardiff
  11. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧10 Miles
    3. 📍Caerphilly
  12. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Caerphilly
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Treforest
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧10.5 Miles
    3. 📍Newport
  16. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧10.5 Miles
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧10.6 Miles
    3. 📍Weston Super Mare
  18. 🏢

    Nucleus Wealth Planning Limited

    FCA reg no.
    844903
    FCA authorised date:
    02/03/20
    Nucleus Wealth Planning Limited, an FCA-registered firm based in Pontypridd, offers tailored financial planning services, specializing in life and investment advice, and strategic pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Pontypridd
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