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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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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Cwmbran
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧10.9 Miles
    3. 📍Crickhowell
  4. 🏢

    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.
    1. ✔3 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧11 Miles
    4. 📍Newport
  5. 🏢

    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. 🪧11.1 Miles
    3. 📍Treorchy
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.1 Miles
    3. 📍Newport
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.1 Miles
    3. 📍Abergavenny
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Pontypool
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.7 Miles
    3. 📍Crickhowell
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Abergavenny
  12. 🏢

    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. 🪧12.1 Miles
    3. 📍Pontypridd
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  14. 🏢

    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. 🪧12.1 Miles
    3. 📍Cardiff
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.3 Miles
    3. 📍Llanfoist
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.3 Miles
    3. 📍Newport
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Abergavenny
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Abergavenny
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