Find FCA registered Financial Advisers Near Me in CF81 9
We have found 270 relevant financial adviser firms within 30 miles of CF81 9. Showing page 4 of 18.
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Dale Matthews Wealth Management
- FCA reg no.
- 415118
- FCA authorised date:
- 18/11/04
Dale Matthews Wealth Management is a respected, FCA-regulated firm in Cwmbran, specialising in life investments, financial planning and pension advice. They offer tailored, client-centric services and uphold an approachable ethos.- ✔1 Financial Adviser
- 🪧10.9 Miles
- 📍Cwmbran
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O'Loughlin Wealth Management
- FCA reg no.
- 630643
- FCA authorised date:
- 21/08/14
O'Loughlin Wealth Management is a trusted, FCA-regulated financial advisory firm in Crickhowell, providing personalized financial solutions including retirement planning and investment advice across Powys and GB territories.- ✔1 Financial Adviser
- 🪧10.9 Miles
- 📍Crickhowell
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The Money Partnership Limited
- FCA reg no.
- 954255
- FCA authorised date:
- 09/05/22
Newport-based The Money Partnership Limited offers personalised financial services including life investments, retirement planning and pensions advice. FCA-registered with a focus on tailored solutions for diverse clientele.- ✔3 Financial Advisers
- ✔4 Mortgage Brokers
- 🪧11 Miles
- 📍Newport
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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
- 🪧11.1 Miles
- 📍Treorchy
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Kelly East Wealth Management LTD
- FCA reg no.
- 1043495
- FCA authorised date:
- 24/11/25
Kelly East Wealth Management in Newport provides expert financial planning advice, specializing in life investments and pension transfers. They offer regulated, tailored services to help clients manage finances efficiently.- ✔1 Financial Adviser
- 🪧11.1 Miles
- 📍Newport
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Brian Thomas
- FCA reg no.
- 758931
- FCA authorised date:
- 20/09/16
Brian Thomas is a reputable, FCA-regulated financial services firm in Govilon, Abergavenny, providing trustworthy financial planning solutions in areas like life investments and pensions retirement advice.- ✔1 Financial Adviser
- 🪧11.1 Miles
- 📍Abergavenny
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Parfitt Financial Planning Limited
- FCA reg no.
- 576351
- FCA authorised date:
- 01/03/12
Parfitt Financial Planning Limited, based in Pontypool, Gwent, offers expert, compliant advice on financial concerns such as life and investments, pensions, and comprehensive financial planning, with a client-focused approach.- ✔1 Financial Adviser
- 🪧11.5 Miles
- 📍Pontypool
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OAKDALE FINANCIAL MANAGEMENT LIMITED
- FCA reg no.
- 228222
- FCA authorised date:
- 21/01/04
OAKDALE FINANCIAL MANAGEMENT LIMITED, located near Crickhowell, is renowned for expert financial planning and regulated advice in Powys and surrounding regions. Known for their client-focused strategies, they specialize in life investments and pensions retirement advice.- ✔1 Financial Adviser
- 🪧11.7 Miles
- 📍Crickhowell
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Custodian Wealth LTD
- FCA reg no.
- 794639
- FCA authorised date:
- 03/11/23
Experienced Project Manager with a strong background in information technology and business analysis. Proven ability to lead teams, manage projects, and improve efficiency.- ✔1 Financial Adviser
- 🪧12 Miles
- 📍Abergavenny
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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 Financial Adviser
- 🪧12.1 Miles
- 📍Pontypridd
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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.- ✔3 Financial Advisers
- 🪧12.1 Miles
- 📍Cardiff
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Exley financial planning LTD
- FCA reg no.
- 216030
- FCA authorised date:
- 31/05/05
Exley Financial Planning Ltd is a client-focused, FCA-regulated financial services company based in Llanfoist, specialising in life, investments, pensions, and retirement planning. Known for approachability and comprehensive, tailored solutions.- ✔1 Financial Adviser
- 🪧12.3 Miles
- 📍Llanfoist
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Keith Jones
- FCA reg no.
- 229838
- FCA authorised date:
- 13/01/11
Keith Jones is a reputable Newport-based financial planning company offering tailored, regulated advice in life investments, pensions retirement advice, and overall financial guidance; renowned for a client-centric approach.- ✔1 Financial Adviser
- 🪧12.3 Miles
- 📍Newport
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Wealth Doctor Financial Planning LTD
- FCA reg no.
- 625181
- FCA authorised date:
- 13/05/24
Wealth Doctor, a trusted FCA-approved financial services firm based in Abergavenny, offers expert advice on financial matters including life and investments, pensions, and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧12.5 Miles
- 📍Abergavenny
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IAM Financial Services LTD
- FCA reg no.
- 624638
- FCA authorised date:
- 01/12/14
IAM Financial Services Ltd is a notable, FCA-regulated firm in Abergavenny, providing bespoke financial solutions with specializations in life investments, pensions, and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧12.5 Miles
- 📍Abergavenny
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