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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 9 of 20.

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  2. 🏢

    Habitual Wealth LTD

    FCA reg no.
    956914
    FCA authorised date:
    15/08/21
    Habitual Wealth Ltd is a leading Cardiff-based financial services firm, offering customised insurance, investment, and retirement planning services, with expertise in final salary pension transfers. FCA registered for compliant service.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Cardiff
  3. 🏢

    Gregory Wintermute

    FCA reg no.
    1039857
    FCA authorised date:
    07/08/25
    Gregory Wintermute is a FCA registered firm providing tailored financial services, including insurance coverage and pension retirement advice in Cardiff. Specialising in final salary pension transfers and investments, they ensure approachable, professional service.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Cardiff
  4. 🏢

    Life & Legacy Wealth Management

    FCA reg no.
    917224
    FCA authorised date:
    21/11/19
    Cardiff-based Life & Legacy Wealth Management provides tailored financial planning services, specializing in pensions retirement and final salary pension transfers. Offering reliable, regulated advice, they focus on securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Cardiff
  5. 🏢

    Lauren Carless

    FCA reg no.
    925528
    FCA authorised date:
    01/05/20
    Lauren Carless is a reputable financial firm in Cardiff, specializing in life investments, pensions, retirement advice and comprehensive financial planning. Known for its professional yet personal services, it caters to clients across South Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Cardiff
  6. 🏢

    JP Private Clients LLP

    FCA reg no.
    833638
    FCA authorised date:
    13/02/19
    JP Private Clients LLP, a reputable Cardiff-based firm, provides regulated financial services including investment, insurance, and retirement advice. Known for tailored solutions, it extends its reach across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Cardiff
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  8. 🏢

    Paul Jones

    FCA reg no.
    618669
    FCA authorised date:
    16/09/21
    As a FCA-regulated firm, Paul Jones provides comprehensive financial planning in Cardiff, specialising in life investments, retirement and pension-related matters, including final salary pension transfers. Known for professional, approachable service.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Cardiff
  9. 🏢

    Jeremy Coltman

    FCA reg no.
    710370
    FCA authorised date:
    16/07/15
    Jeremy Coltman is a Cardiff-based financial firm specializing in personalized financial planning, life investments, and pensions. They offer expert retirement advice and final salary pension transfers to clients across South Glamorgan.
    1. ✔2 Financial Advisers
    2. 🪧12 Miles
    3. 📍Cardiff
  10. 🏢

    Suzanne Ward

    FCA reg no.
    954526
    FCA authorised date:
    12/07/21
    Suzanne Ward offers expert financial advice from her FCA regulated firm in Cardiff. Specialising in life and investments, pensions, and retirement planning, she provides tailored, client-focused services across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Cardiff
  11. 🏢

    Daniel Jones

    FCA reg no.
    967894
    FCA authorised date:
    18/01/22
    Daniel Jones is a leading FCA-regulated financial firm in South Glamorgan, offering tailored financial services including investment planning, pension advice, and comprehensive financial planning across Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Cardiff
  12. 🏢

    Christian Adrian John

    FCA reg no.
    595115
    FCA authorised date:
    29/01/13
    Christian Adrian John is a Cardiff-based financial services firm offering bespoke solutions in life, investments and pensions retirement advice. Known for expertise in final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Cardiff
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  14. 🏢

    Tom Sterling

    FCA reg no.
    822139
    FCA authorised date:
    02/10/18
    Tom Sterling is a renowned financial firm in Cardiff, specializing in financial planning and regulated advice. Renowned for a customer-focused approach and tailored financial strategies, they make investing accessible for all.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Cardiff
  15. 🏢

    Robert Sheppard

    FCA reg no.
    926756
    FCA authorised date:
    04/05/21
    Robert Sheppard is a FCA-regulated firm in Ebbw Vale, offering comprehensive financial services including life insurance, investments, pension advice, and financial planning. Serving businesses and individuals in surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Ebbw Vale
  16. 🏢

    Rob Bryant

    FCA reg no.
    997554
    FCA authorised date:
    07/06/23
    Rob Bryant offers high-quality, FCA-regulated financial planning services in Newport, Gwent, specialising in life investments, pensions, and bespoke financial planning. Known for an approachable nature, they are trusted by first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧12.1 Miles
    3. 📍Newport
  17. 🏢

    Anchorage Wealth & Planning

    FCA reg no.
    1025659
    FCA authorised date:
    15/02/25
    FCA-regulated Anchorage Wealth & Planning offers expert financial advice in Penllyn and adjacent areas. Specialising in life and investments, pensions retirement advice, and final salary pension transfers. Prioritising client security and growth.
    1. ✔1 Financial Adviser
    2. 🪧12.2 Miles
    3. 📍Cowbridge
  18. 🏢

    ROCKWEALTH CARDIFF LTD

    FCA reg no.
    944341
    FCA authorised date:
    04/02/21
    Rockwealth Cardiff Ltd, a premier financial planning firm, provides strategic financial services including investments, pensions, and life insurance. Known for quality regulated advice, they specialise in retirement planning and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧12.2 Miles
    3. 📍Cardiff
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