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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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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Cardiff
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Cowbridge
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Cowbridge
  5. 🏢

    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. 🪧6.8 Miles
    3. 📍Caerphilly
  6. 🏢

    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. 🪧6.8 Miles
    3. 📍Cowbridge
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  8. 🏢

    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. 🪧6.8 Miles
    3. 📍Caerphilly
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Cardiff
  10. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧6.8 Miles
    3. 📍Cardiff
  11. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧6.8 Miles
    3. 📍Cardiff
  12. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧6.9 Miles
    3. 📍Abercynon
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7.1 Miles
    3. 📍South Wales
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7.1 Miles
    3. 📍Caerphilly
  16. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧7.1 Miles
    3. 📍Cardiff
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Cardiff
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7.3 Miles
    3. 📍Caerphilly
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