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 6 of 20.
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Adam Hughes Wealth Management LTD
- FCA reg no.
- 946291
- FCA authorised date:
- 04/03/21
Adam Hughes Wealth Management Ltd. is a Cardiff based, FCA regulated wealth management company specialising in financial planning solutions for individuals and businesses with a client-centric approach.- ✔2 Financial Advisers
- 🪧8.4 Miles
- 📍Cardiff
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Curzon Wealth Management Limited
- FCA reg no.
- 585168
- FCA authorised date:
- 24/07/12
FCA-regulated Curzon Wealth Management Limited offers tailored financial advice in life investments, pensions retirement, final salary pension transfers, and holistic financial planning across Mid Glamorgan and beyond.- ✔6 Financial Advisers
- 🪧8.5 Miles
- 📍Bridgend
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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
- 🪧8.5 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
- 🪧8.6 Miles
- 📍Cardiff
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Rapport Financial Planning LTD
- FCA reg no.
- 525407
- FCA authorised date:
- 07/01/11
Rapport Financial Planning Ltd provides expert, FCA regulated advice on life, investments, and pensions retirement, with a service reaching Wales and beyond. Specialising in transparent, jargon-free strategies for financial needs.- ✔3 Financial Advisers
- 🪧8.6 Miles
- 📍Hengoed
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Future Asset Management LLP
- FCA reg no.
- 414752
- FCA authorised date:
- 17/01/05
Future Asset Management LLP is a FCA regulated, Bridgend-based firm specializing in expert financial planning, retirement, and life investment advice. Known for professionalism and a client-centric approach, they offer tailored financial solutions.- ✔2 Financial Advisers
- 🪧8.6 Miles
- 📍Bridgend
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Mulberry Wealth Management Limited
- FCA reg no.
- 499351
- FCA authorised date:
- 28/05/09
Mulberry Wealth Management, an FCA-regulated financial firm in Cardiff, specialises in crafting tailored portfolios and advising on insurance, investments, pensions and retirement planning.- ✔8 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧8.7 Miles
- 📍Cardiff
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Solosy Wealth Management Limited
- FCA reg no.
- 732361
- FCA authorised date:
- 18/01/16
Solosy Wealth Management Limited is a renowned financial services firm in Cardiff, offering reliable life and investment management, pensions retirement advice, and overall financial planning tailored to individual needs.- ✔2 Financial Advisers
- 🪧8.7 Miles
- 📍Cardiff
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MULBERRY WEALTH CLIENT SERVICES LIMITED
- FCA reg no.
- 197003
- FCA authorised date:
- 01/12/01
Regulated by the FCA, Mulberry Wealth Client Services Limited is a reputable Cardiff-based financial firm offering expert advice on life, investments, retirement and financial planning tailored to individual needs.- ✔8 Financial Advisers
- ✔1 Mortgage Broker
- 🪧8.7 Miles
- 📍Cardiff
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Tudor House Financial Services Limited
- FCA reg no.
- 409706
- FCA authorised date:
- 06/09/17
Tudor House Financial Services Limited, located in Cardiff, provides expert financial services including life insurance, investment advice, and pensions retirement planning, also specialising in final salary pension transfers.- ✔1 Financial Adviser
- 🪧8.8 Miles
- 📍Cardiff
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MacSen Wealth Management LTD
- FCA reg no.
- 576159
- FCA authorised date:
- 18/05/12
Macsen Wealth Management Ltd, located in Cardiff, is a FCA-regulated company offering comprehensive financial services, including life insurance, investments, retirement advice, and tailored financial planning. Known for their client-focused approach, they help clients confidently navigate their fin... read full company profile- ✔3 Financial Advisers
- 🪧8.8 Miles
- 📍Cardiff
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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
- 🪧8.8 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
- 🪧8.8 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
- 🪧8.8 Miles
- 📍Cardiff
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Nine Wealth Management LLP
- FCA reg no.
- 834059
- FCA authorised date:
- 20/02/19
Cardiff-based Nine Wealth Management LLP specialises in bespoke financial planning and retirement advice, offering client-centric guidance on life investments, pensions, and final salary pension transfers.- ✔3 Financial Advisers
- 🪧8.8 Miles
- 📍Cardiff
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