Find FCA registered Financial Advisers Near Me in Cosmeston CF64
We have found 447 relevant financial adviser firms within 30 miles of Cosmeston CF64. Showing page 4 of 30.
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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
- 🪧4.6 Miles
- 📍Cardiff
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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
- 🪧4.6 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
- 🪧4.6 Miles
- 📍Cardiff
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GE Wealth Management LTD
- FCA reg no.
- 944366
- FCA authorised date:
- 04/02/21
GE Wealth Management Ltd is a Cardiff-based, FCA-regulated financial service firm specialising in life insurance, pensions, investments, and comprehensive financial planning for clients locally and beyond.- ✔2 Financial Advisers
- 🪧4.7 Miles
- 📍Cardiff
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Harry Robinson Wealth Management Limited
- FCA reg no.
- 771314
- FCA authorised date:
- 09/02/17
Harry Robinson Wealth Management, based in Cardiff, is a premier, FCA-regulated financial services firm known for its comprehensive financial planning, investment and retirement advice, and regional coverage.- ✔3 Financial Advisers
- 🪧4.7 Miles
- 📍Cardiff
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Robert Liam Ingram
- FCA reg no.
- 649779
- FCA authorised date:
- 14/10/14
Cardiff-based Robert Liam Ingram offers a range of financial services, specialising in life investments, pensions advice, and financial planning. As a FCA regulated firm, they provide transparent, personalised advice for secure futures.- ✔1 Financial Adviser
- 🪧4.7 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
- 🪧4.7 Miles
- 📍Cardiff
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TD Financial LTD
- FCA reg no.
- 469500
- FCA authorised date:
- 22/10/07
TD Financial Ltd based in Cardiff, offers trusted and FCA-regulated financial services including life investments, pensions, and retirement advice, catering to each client's unique financial journey.- ✔3 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧4.8 Miles
- 📍Cardiff
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Romilly Park Wealth Management LTD
- FCA reg no.
- 835318
- FCA authorised date:
- 05/03/19
Romilly Park Wealth Management in Barry, South Glamorgan, offers competent, personalised financial services. Specialising in life planning, investment advice, and pension transfers, they guide clients to make insightful financial decisions.- ✔3 Financial Advisers
- 🪧4.9 Miles
- 📍Barry
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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
- 🪧4.9 Miles
- 📍Cardiff
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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
- 🪧5 Miles
- 📍Cardiff
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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
- 🪧5.2 Miles
- 📍Cardiff
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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
- 🪧5.3 Miles
- 📍Cardiff
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Cathedral Financial Services LLP
- FCA reg no.
- 438073
- FCA authorised date:
- 10/11/05
Cathedral Financial Services LLP, located in Cardiff, is a fully FCA regulated firm offering expert financial planning and advice. They specialize in life insurance, investments, pensions, and retirement advice.- ✔2 Financial Advisers
- 🪧5.4 Miles
- 📍Cardiff
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JWA Financial Planning LTD
- FCA reg no.
- 798772
- FCA authorised date:
- 01/06/18
JWA Financial Planning Ltd is a leading FCA registered firm in Cardiff, providing expert advice on investments, pensions, and life insurance. They are renowned for their client-centred approach, transparency, and comprehensive financial solutions.- ✔5 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧5.5 Miles
- 📍Cardiff
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