Find FCA registered Financial Advisers Near Me in Coed-Pen-Maen CF37
We have found 303 relevant financial adviser firms within 30 miles of Coed-Pen-Maen CF37. Showing page 7 of 21.
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Davies Financial Limited
- FCA reg no.
- 429088
- FCA authorised date:
- 27/04/05
Regulated by the FCA, Davies Financial Limited offers comprehensive and customized financial services including life insurance, investments and more. Known for their client-centered approach, they are a trusted choice in Pencoed's financial sector.- ✔3 Financial Advisers
- 🪧10 Miles
- 📍Pencoed
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CST Wealth Management Limited
- FCA reg no.
- 602496
- FCA authorised date:
- 07/11/13
CST Wealth Management, based in Bridgend, offers professional, regulated financial advice. Services include life and investment planning, pensions retirement advice, and overall financial planning for individuals and businesses.- ✔3 Financial Advisers
- 🪧10 Miles
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Dewis Financial Planning LTD
- FCA reg no.
- 1046085
- FCA authorised date:
- 05/01/26
Based in Cardiff, Dewis Financial Planning LTD is an FCA regulated company offering expert advice for life and investment planning, pension retirement, and overall financial planning. Their personalised approach serves a diverse range of clients.- ✔1 Financial Adviser
- 🪧10 Miles
- 📍Cardiff
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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
- 🪧10.1 Miles
- 📍Newport
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CARLSON WEALTH MANAGEMENT LIMITED
- FCA reg no.
- 673112
- FCA authorised date:
- 14/05/15
Carlson Wealth Management Limited, based in Cardiff, is a reputable, FCA-regulated financial services firm specializing in comprehensive financial planning. They offer tailored wealth strategies and expert advice on life investments, pensions retirement and more.- ✔1 Financial Adviser
- 🪧10.1 Miles
- 📍Cardiff
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SLD Wealth Limited
- FCA reg no.
- 997272
- FCA authorised date:
- 02/06/23
SLD Wealth Limited in Cardiff offers personalised, regulated financial advice. Services include life, investments, pensions, retirement advice, and general financial planning. Known for a client-centric approach, they provide individual-oriented practical solutions.- ✔3 Financial Advisers
- 🪧10.2 Miles
- 📍Cardiff
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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
- 🪧10.4 Miles
- 📍Newport
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Waverley Court Consulting LTD
- FCA reg no.
- 624087
- FCA authorised date:
- 11/08/14
Waverley Court Consulting Ltd is a FCA recognised Welsh financial services firm, specialising in personalised financial planning, life insurance, and investment opportunities. They are trusted for offering bespoke, client-focused solutions.- ✔1 Financial Adviser
- 🪧10.5 Miles
- 📍Cardiff
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Financial Planning (Wales) LTD
- FCA reg no.
- 190597
- FCA authorised date:
- 01/12/01
Financial Planning (Wales) Ltd, a FCA-regulated firm in Cardiff, offers expert guidance on investments and retirement plans to diverse clients. They provide personalised financial strategies without resorting to jargon.- ✔1 Financial Adviser
- 🪧10.5 Miles
- 📍Cardiff
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Campbell Mortgage Services LTD
- FCA reg no.
- 994300
- FCA authorised date:
- 02/04/23
Campbell Mortgage Services Ltd is a FCA regulated financial company in Penydarren, Merthyr Tydfil, providing insurance, pensions advice, financial planning and investment solutions to clients across Mid Glamorgan and beyond.- ✔1 Financial Adviser
- 🪧10.6 Miles
- 📍Merthyr Tydfil
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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 Financial Adviser
- 🪧10.7 Miles
- 📍Cardiff
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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- ✔3 Financial Advisers
- 🪧10.7 Miles
- 📍Cardiff
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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.- ✔2 Financial Advisers
- 🪧10.7 Miles
- 📍Cardiff
- 🏢
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.- ✔2 Financial Advisers
- 🪧10.7 Miles
- 📍Cardiff
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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.- ✔2 Financial Advisers
- 🪧10.7 Miles
- 📍Cardiff
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