Find FCA registered Financial Advisers Near Me in CF72 9
We have found 293 relevant financial adviser firms within 30 miles of CF72 9. Showing page 5 of 20.
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MG Asset Planning LTD
- FCA reg no.
- 1031859
- FCA authorised date:
- 16/04/25
MG Asset Planning Ltd, a trusted financial services provider in South Wales, offers quality, FCA-regulated advice on investments, retirement planning, and more, catering to clients across Mid Glamorgan and beyond.- ✔1 Financial Adviser
- 🪧9.4 Miles
- 📍South Wales
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David Reid
- FCA reg no.
- 1013723
- FCA authorised date:
- 10/06/24
Based in Cardiff, David Reid is an FCA-registered financial firm specializing in pensions, investments, and financial planning. Known for client-centric, tailored services, it extends to individuals and businesses in South Glamorgan.- ✔1 Financial Adviser
- 🪧9.5 Miles
- 📍Cardiff
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Millfield Wealth Management LTD
- FCA reg no.
- 769590
- FCA authorised date:
- 17/01/17
Cardiff-based Millfield Wealth Management Ltd is a trusted, approachable firm specializing in financial planning, pensions retirement advice, and final salary pension transfers, offering tailored, regulated services to meet individual needs.- ✔3 Financial Advisers
- 🪧9.5 Miles
- 📍Cardiff
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AMG Wealth Solutions LLP
- FCA reg no.
- 517892
- FCA authorised date:
- 16/08/10
AMG Wealth Solutions LLP is a Cardiff-based regulated firm specializing in personalized financial planning services, including life investments and retirement advice, serving individuals and businesses across South Glamorgan.- ✔3 Financial Advisers
- 🪧9.6 Miles
- 📍Cardiff
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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.- ✔2 Financial Advisers
- 🪧9.6 Miles
- 📍Cardiff
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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
- 🪧9.7 Miles
- 📍Caerphilly
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Thomas Davies
- FCA reg no.
- 954228
- FCA authorised date:
- 06/07/21
Thomas Davies is a Ferndale-based financial planning firm known for its optimal investment strategies and focused pension advice. Regulated by FCA, it offers client-centric, tailored services to meet individual financial needs.- ✔1 Financial Adviser
- 🪧9.7 Miles
- 📍Ferndale
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Whitchurch IFA Limited
- FCA reg no.
- 572461
- FCA authorised date:
- 30/04/12
Whitchurch IFA Limited, an FCA-regulated firm in Cardiff, offers personalised financial services including life investments and retirement advice to individuals and families in the South Glamorgan region.- ✔1 Financial Adviser
- 🪧9.9 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧9.9 Miles
- 📍Caerphilly
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Phoenix Life and Mortgages Limited
- FCA reg no.
- 986563
- FCA authorised date:
- 03/11/22
Phoenix Life and Mortgages Limited is a FCA-regulated firm offering tailored advice and services in various financial sectors, known for its client-centric approach and reliability.- ✔2 Financial Advisers
- 🪧9.9 Miles
- 📍Treorchy
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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
- 🪧10 Miles
- 📍Caerphilly
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Abram Partnership LTD
- FCA reg no.
- 501657
- FCA authorised date:
- 28/07/20
Abram Partnership Ltd is a Cardiff-based, FCA-regulated financial firm offering diverse services like insurance, investments, and pension advice, known for their tailored solutions and approachable nature.- ✔4 Financial Advisers
- 🪧10 Miles
- 📍Cardiff
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Lowndes Halsden & Partners Limited
- FCA reg no.
- 150469
- FCA authorised date:
- 01/12/01
Lowndes Halsden & Partners Limited in Cardiff offers regulated financial advice, wealth management, and investment services. Specialising in insurance, pensions, and retirement plans, they serve South Glamorgan with a client-focused approach.- ✔6 Financial Advisers
- 🪧10.1 Miles
- 📍Cardiff
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Seven Financial UK Limited
- FCA reg no.
- 602051
- FCA authorised date:
- 01/10/13
Cardiff-based Seven Financial Group offers regulated financial advice on pensions, investments, and life segments. Their experienced team provides custom-fit strategies, prioritising client needs with a friendly, professional approach.- ✔8 Financial Advisers
- 🪧10.1 Miles
- 📍Cardiff
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Jacobs and Harris Limited
- FCA reg no.
- 588166
- FCA authorised date:
- 15/04/13
Jacobs and Harris Limited, a reputable FCA-regulated financial advisory firm based in Thornhill, Cardiff, offers tailored financial solutions including investment planning, pensions advice, and overarching financial planning.- ✔2 Financial Advisers
- 🪧10.2 Miles
- 📍Cardiff
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