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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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  2. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧4.6 Miles
    3. 📍Cardiff
  3. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧4.6 Miles
    3. 📍Cardiff
  4. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧4.6 Miles
    3. 📍Cardiff
  5. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Cardiff
  6. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧4.7 Miles
    3. 📍Cardiff
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Cardiff
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.7 Miles
    3. 📍Cardiff
  10. 🏢

    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.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧4.8 Miles
    4. 📍Cardiff
  11. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Barry
  12. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Cardiff
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Cardiff
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Cardiff
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Cardiff
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍Cardiff
  18. 🏢

    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.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧5.5 Miles
    4. 📍Cardiff
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