Find FCA registered Financial Advisers Near Me in Dan Caerlan CF72
We have found 294 relevant financial adviser firms within 30 miles of Dan Caerlan CF72. Showing page 4 of 20.
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Nicola Turner
- FCA reg no.
- 1016124
- FCA authorised date:
- 27/06/24
Nicola Turner is a regulated financial firm in Cardiff, specialising in life investments and pensions retirement advice. Known for their approachable, client-focused services, they expertly assist in financial planning and final salary pension transfers.- ✔1 Financial Adviser
- 🪧6.7 Miles
- 📍Cardiff
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Chess Private Wealth Limited
- FCA reg no.
- 1038040
- FCA authorised date:
- 29/08/25
Chess Private Wealth Limited is a FCA-regulated financial service provider based in Cowbridge, offering expert advice on life and investments, pensions, retirement planning and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧6.7 Miles
- 📍Cowbridge
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Falco Financial Planning LTD
- FCA reg no.
- 813747
- FCA authorised date:
- 06/07/22
Falco Financial Planning Ltd is a UK-based advisory firm offering strategic financial solutions including life, investments, and retirement advice. Known for transparent, regulated advice, they specialize in serving first-time financial planning individuals.- ✔1 Financial Adviser
- 🪧6.7 Miles
- 📍Cowbridge
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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 Financial Adviser
- 🪧6.8 Miles
- 📍Caerphilly
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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 Financial Adviser
- 🪧6.8 Miles
- 📍Cowbridge
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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.- ✔2 Financial Advisers
- 🪧6.8 Miles
- 📍Caerphilly
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David Reid
- FCA reg no.
- 1013723
- FCA authorised date:
- 10/06/24
Based in Cardiff, David Reid is an FCA-registered financial firm specializing in pensions, investments, and financial planning. Known for client-centric, tailored services, it extends to individuals and businesses in South Glamorgan.- ✔1 Financial Adviser
- 🪧6.8 Miles
- 📍Cardiff
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Millfield Wealth Management LTD
- FCA reg no.
- 769590
- FCA authorised date:
- 17/01/17
Cardiff-based Millfield Wealth Management Ltd is a trusted, approachable firm specializing in financial planning, pensions retirement advice, and final salary pension transfers, offering tailored, regulated services to meet individual needs.- ✔3 Financial Advisers
- 🪧6.8 Miles
- 📍Cardiff
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AMG Wealth Solutions LLP
- FCA reg no.
- 517892
- FCA authorised date:
- 16/08/10
AMG Wealth Solutions LLP is a Cardiff-based regulated firm specializing in personalized financial planning services, including life investments and retirement advice, serving individuals and businesses across South Glamorgan.- ✔3 Financial Advisers
- 🪧6.8 Miles
- 📍Cardiff
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LEABOLD FINANCIAL MANAGEMENT LIMITED
- FCA reg no.
- 402291
- FCA authorised date:
- 15/09/04
Based in Abercynon, Mid Glamorgan, Leabold Financial Management Ltd is an FCA-regulated firm specialising in professional financial services including insurance, investments, and comprehensive financial planning across South Wales.- ✔2 Financial Advisers
- 🪧6.9 Miles
- 📍Abercynon
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MG Asset Planning LTD
- FCA reg no.
- 1031859
- FCA authorised date:
- 16/04/25
MG Asset Planning Ltd, a trusted financial services provider in South Wales, offers quality, FCA-regulated advice on investments, retirement planning, and more, catering to clients across Mid Glamorgan and beyond.- ✔1 Financial Adviser
- 🪧7.1 Miles
- 📍South Wales
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Servini Financial Planning Limited
- FCA reg no.
- 823801
- FCA authorised date:
- 01/04/19
Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.- ✔1 Financial Adviser
- 🪧7.1 Miles
- 📍Caerphilly
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Abram Partnership LTD
- FCA reg no.
- 501657
- FCA authorised date:
- 28/07/20
Abram Partnership Ltd is a Cardiff-based, FCA-regulated financial firm offering diverse services like insurance, investments, and pension advice, known for their tailored solutions and approachable nature.- ✔4 Financial Advisers
- 🪧7.1 Miles
- 📍Cardiff
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Ben Stringer
- FCA reg no.
- 970720
- FCA authorised date:
- 25/02/22
Cardiff-based FCA-regulated firm, Ben Stringer, specialises in strategic financial planning and regulated advice. Offering services like investment planning and pension retirement advice, they tailor bespoke solutions to individual needs.- ✔1 Financial Adviser
- 🪧7.2 Miles
- 📍Cardiff
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Sherald Ann Waterhouse-trew
- FCA reg no.
- 915901
- FCA authorised date:
- 28/10/19
Sherald Ann Waterhouse-Trew, an FCA regulated firm in Caerphilly, Gwent, specializes in financial services like life insurance and pension advice, serving a diverse client base with professional integrity.- ✔1 Financial Adviser
- 🪧7.3 Miles
- 📍Caerphilly
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