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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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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍South Wales
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Cardiff
  4. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧9.5 Miles
    3. 📍Cardiff
  5. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧9.6 Miles
    3. 📍Cardiff
  6. 🏢

    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. 🪧9.6 Miles
    3. 📍Cardiff
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  8. 🏢

    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. 🪧9.7 Miles
    3. 📍Caerphilly
  9. 🏢

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

    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. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Cardiff
  11. 🏢

    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. 🪧9.9 Miles
    3. 📍Caerphilly
  12. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Treorchy
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  14. 🏢

    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 Miles
    3. 📍Caerphilly
  15. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧10 Miles
    3. 📍Cardiff
  16. 🏢

    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.
    1. ✔6 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Cardiff
  17. 🏢

    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.
    1. ✔8 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Cardiff
  18. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧10.2 Miles
    3. 📍Cardiff
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