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Find FCA registered Financial Advisers Near Me in Coed y Cwm CF37


We have found 299 relevant financial adviser firms within 30 miles of Coed y Cwm CF37. Showing page 2 of 20.

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  2. 🏢

    OVAL FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    564990
    FCA authorised date:
    16/11/11
    Oval Financial Management Ltd is a regulated financial planning firm in Treforest, Mid Glamorgan, specialising in life insurance, investments, and pensions retirement advice with a personalised approach.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Treforest
  3. 🏢

    Mistral Consultancy Limited

    FCA reg no.
    224475
    FCA authorised date:
    03/11/03
    Mistral Consultancy Limited is a reliable FCA regulated financial services firm in Mountain Ash, specialising in investment planning, retirement advice and financial planning for clients in Greater Manchester and the UK.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Mountain Ash
  4. 🏢

    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. 🪧5.2 Miles
    3. 📍Pontypridd
  5. 🏢

    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. 🪧5.7 Miles
    3. 📍Ferndale
  6. 🏢

    Steven James

    FCA reg no.
    824620
    FCA authorised date:
    31/10/18
    FCA-regulated firm, Steven James, delivers comprehensive financial planning and regulated advice from Tonyrefail. The dedicated team offers investment management, pension transfers, and retirement advice to secure clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Porth
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  8. 🏢

    Coote Financial Planning LTD

    FCA reg no.
    1047124
    FCA authorised date:
    13/12/25
    Coote Financial Planning Ltd offers comprehensive financial services including life and investment advice, pensions, and retirement advice. Regulated by the FCA, they are known for their approachable service and tailored client solutions.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Blackwood
  9. 🏢

    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. 🪧5.9 Miles
    3. 📍Caerphilly
  10. 🏢

    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. 🪧6 Miles
    3. 📍Cardiff
  11. 🏢

    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. 🪧6.1 Miles
    3. 📍Caerphilly
  12. 🏢

    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. 🪧6.4 Miles
    3. 📍Caerphilly
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  14. 🏢

    IWM Wealth Management LTD

    FCA reg no.
    785950
    FCA authorised date:
    03/08/17
    IWM Wealth Management Ltd, an FCA-registered firm in Blackwood, Gwent, specialises in providing regulated advice on investments, life and pensions retirement. They offer tailored financial planning services with a friendly approach.
    1. ✔2 Financial Advisers
    2. 🪧6.5 Miles
    3. 📍Blackwood
  15. 🏢

    Bridgewood Independent Financial Advice LTD

    FCA reg no.
    923322
    FCA authorised date:
    26/03/20
    Bridgewood Independent Financial Advice Ltd is a FCA regulated financial service provider in Blackwood, Gwent, specializing in bespoke financial planning and advice, pensions, investments, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧6.5 Miles
    3. 📍Blackwood
  16. 🏢

    Lifestyle Pensions and Investments LTD

    FCA reg no.
    831668
    FCA authorised date:
    01/08/19
    Lifestyle Pensions and Investments Ltd is a reliable financial services provider in Talbot Green, specialising in insurance, investments, pensions advice, and financial planning. Regulated by FCA and client-focused, it serves the Mid Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧6.5 Miles
    3. 📍Rhondda Cynon Taff
  17. 🏢

    Finli (PDB) LTD

    FCA reg no.
    802430
    FCA authorised date:
    19/01/24
    PDB Wealth Partners Ltd is an FCA regulated financial planning firm in Talbot Green, Mid Glamorgan, specializing in life, investments and retirement advice. They are renowned for tailored services and client-focused advising across GB.
    1. ✔7 Financial Advisers
    2. 🪧6.5 Miles
    3. 📍Talbot Green
  18. 🏢

    Vale Independent Financial Advisers Limited

    FCA reg no.
    491461
    FCA authorised date:
    06/02/09
    Vale Independent Financial Advisers Limited offers a wide range of financial services, including planning and investment advice. Regulated by the FCA, they provide unbiased, reliable guidance for diverse customers across GB.
    1. ✔9 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧6.5 Miles
    4. 📍Talbot Green
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