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Find FCA registered Financial Advisers Near Me in CF64 5


We have found 447 relevant financial adviser firms within 30 miles of CF64 5. Showing page 2 of 30.

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  2. 🏢

    Spence Financial LTD

    FCA reg no.
    982111
    FCA authorised date:
    31/08/22
    Spence Financial Ltd, a regulated financial advisory firm based in Cardiff, specializes in providing tailored advice across life, investments, and pensions, offering a personal and professional service.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Cardiff
  3. 🏢

    Andrew Pratt

    FCA reg no.
    418836
    FCA authorised date:
    23/12/04
    Andrew Pratt is a Cardiff-based, FCA regulated financial services firm offering expert financial planning, insurance advice, investment strategies, and pension consultations in South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Cardiff
  4. 🏢

    Romilly Park Wealth Management LTD

    FCA reg no.
    835318
    FCA authorised date:
    05/03/19
    Romilly Park Wealth Management in Barry, South Glamorgan, offers competent, personalised financial services. Specialising in life planning, investment advice, and pension transfers, they guide clients to make insightful financial decisions.
    1. ✔3 Financial Advisers
    2. 🪧4.1 Miles
    3. 📍Barry
  5. 🏢

    Hugh James Solicitors

    FCA reg no.
    231167
    FCA authorised date:
    25/03/04
    Hugh James Solicitors, based in Cardiff's Central Square, offers regulated financial services including life insurance, investment strategies, and retirement advice. They're FCA registered and committed to tailored, client-focused planning.
    1. ✔4 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Cardiff
  6. 🏢

    PENGUIN WEALTH PLANNERS LIMITED

    FCA reg no.
    830057
    FCA authorised date:
    01/08/19
    A Cardiff-based firm, Penguin Wealth Planners Limited provides expert financial planning services, specializing in funeral plans. They offer personalized advice on investments, pensions, retirement, and life insurance, serving primarily South Glamorgan clients.
    1. ✔8 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧4.7 Miles
    4. 📍Cardiff
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  8. 🏢

    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. 🪧4.8 Miles
    3. 📍Cardiff
  9. 🏢

    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. 🪧4.9 Miles
    4. 📍Cardiff
  10. 🏢

    Nine Wealth Management LLP

    FCA reg no.
    834059
    FCA authorised date:
    20/02/19
    Cardiff-based Nine Wealth Management LLP specialises in bespoke financial planning and retirement advice, offering client-centric guidance on life investments, pensions, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧5.1 Miles
    3. 📍Cardiff
  11. 🏢

    Morris Paley Wealth Management Limited

    FCA reg no.
    764256
    FCA authorised date:
    11/11/16
    Morris Paley Wealth Management Limited is a Cardiff-based, FCA-regulated financial services provider, specialising in life investments, pensions retirement planning, and financial planning for diverse client needs.
    1. ✔2 Financial Advisers
    2. 🪧5.1 Miles
    3. 📍Cardiff
  12. 🏢

    Tudor House Financial Services Limited

    FCA reg no.
    409706
    FCA authorised date:
    06/09/17
    Tudor House Financial Services Limited, located in Cardiff, provides expert financial services including life insurance, investment advice, and pensions retirement planning, also specialising in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Cardiff
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  14. 🏢

    MacSen Wealth Management LTD

    FCA reg no.
    576159
    FCA authorised date:
    18/05/12
    Macsen Wealth Management Ltd, located in Cardiff, is a FCA-regulated company offering comprehensive financial services, including life insurance, investments, retirement advice, and tailored financial planning. Known for their client-focused approach, they help clients confidently navigate their fin... read full company profile
    1. ✔3 Financial Advisers
    2. 🪧5.1 Miles
    3. 📍Cardiff
  15. 🏢

    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. 🪧5.1 Miles
    3. 📍Cardiff
  16. 🏢

    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. 🪧5.1 Miles
    3. 📍Cardiff
  17. 🏢

    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. 🪧5.1 Miles
    3. 📍Cardiff
  18. 🏢

    Huw Williams

    FCA reg no.
    1016890
    FCA authorised date:
    13/07/24
    Huw Williams is a Cardiff-based financial services firm providing comprehensive advice on insurance, investments and pensions. Renowned for their regulated, customer-focused expertise, they offer tailored solutions to all financial needs.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Cardiff
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