Find FCA registered Financial Advisers Near Me in Dinas CF40
We have found 291 relevant financial adviser firms within 30 miles of Dinas CF40. Showing page 5 of 20.
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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
- 🪧10.3 Miles
- 📍Caerphilly
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Kingsley Wealth Management LTD
- FCA reg no.
- 968911
- FCA authorised date:
- 31/01/22
2. Kingsley Wealth Management is a Cardiff-based firm offering dynamic financial planning and retirement advice to clients in Gwent and beyond, specializing in life investments and final salary pension transfers.- ✔1 Financial Adviser
- 🪧10.3 Miles
- 📍Cardiff
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Jon Griffiths
- FCA reg no.
- 925896
- FCA authorised date:
- 11/05/20
Jon Griffiths is a Cardiff-based, FCA-regulated financial planning firm offering comprehensive solutions like investments, pensions and final salary pension transfers, specialising in life and retirement advice across South Glamorgan.- ✔1 Financial Adviser
- 🪧10.4 Miles
- 📍Cardiff
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Financial Planning Business Limited
- FCA reg no.
- 598887
- FCA authorised date:
- 17/04/13
Financial Planning Business Limited is an FCA-regulated firm in Radyr, South Glamorgan, offering comprehensive financial services, including pensions advice and investment planning, with a client-centred approach.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧10.4 Miles
- 📍Radyr
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Jason Morgan
- FCA reg no.
- 994410
- FCA authorised date:
- 04/04/23
Jason Morgan is a Bridgend-based financial firm, renowned for expert assistance in life investments, final salary pension transfers, and retirement planning. They offer regulated, tailored services suited to a varied client base.- ✔1 Financial Adviser
- 🪧10.5 Miles
- 📍Bridgend
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Campbell Mortgage Services LTD
- FCA reg no.
- 994300
- FCA authorised date:
- 02/04/23
Campbell Mortgage Services Ltd is a FCA regulated financial company in Penydarren, Merthyr Tydfil, providing insurance, pensions advice, financial planning and investment solutions to clients across Mid Glamorgan and beyond.- ✔1 Financial Adviser
- 🪧10.5 Miles
- 📍Merthyr Tydfil
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Harries Financial Wealth Management LTD
- FCA reg no.
- 837965
- FCA authorised date:
- 25/03/19
Harries Financial Wealth Management Ltd in Cowbridge is a regulated, trusted advisor specializing in retirement advice and final salary pension transfers. They offer personalized financial strategies for local families.- ✔2 Financial Advisers
- 🪧10.7 Miles
- 📍Cowbridge
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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
- 🪧10.7 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
- 🪧10.7 Miles
- 📍Cowbridge
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IWM Wealth Management LTD
- FCA reg no.
- 785950
- FCA authorised date:
- 03/08/17
IWM Wealth Management Ltd, an FCA-registered firm in Blackwood, Gwent, specialises in providing regulated advice on investments, life and pensions retirement. They offer tailored financial planning services with a friendly approach.- ✔2 Financial Advisers
- 🪧10.8 Miles
- 📍Blackwood
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Longwood Financial Planning Limited
- FCA reg no.
- 736323
- FCA authorised date:
- 28/05/24
Longwood Financial Planning Limited, based in Cardiff, offers personalised financial services and unbiased advice on wealth management, pension retirement, and overall financial planning. They focus on building strong client relationships and achieving client financial objectives.- ✔1 Financial Adviser
- 🪧10.8 Miles
- 📍Cardiff
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Bridgewood Independent Financial Advice LTD
- FCA reg no.
- 923322
- FCA authorised date:
- 26/03/20
Bridgewood Independent Financial Advice Ltd is a FCA regulated financial service provider in Blackwood, Gwent, specializing in bespoke financial planning and advice, pensions, investments, and final salary pension transfers.- ✔2 Financial Advisers
- 🪧10.8 Miles
- 📍Blackwood
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Caer IFA LTD
- FCA reg no.
- 1040130
- FCA authorised date:
- 08/09/25
Caer IFA Ltd, based in Cardiff, is a trusted FCA-regulated financial planning firm. They offer comprehensive services like life insurance, investments, pensions advice, and specialize in final salary pension transfers.- ✔1 Financial Adviser
- 🪧10.8 Miles
- 📍Cardiff
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Gwyn-may Financial Advisors Limited
- FCA reg no.
- 654156
- FCA authorised date:
- 21/09/21
Gwyn-May Financial Advisors Limited is a reputable financial planning firm in Dowlais, Merthyr Tydfil, providing secure and reliable services, including life investments, pensions advice, and final salary pension transfers.- ✔1 Financial Adviser
- 🪧10.8 Miles
- 📍Merthyr Tydfil
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The Jon & Julia Wooller Partnership
- FCA reg no.
- 214974
- FCA authorised date:
- 31/05/05
Based in Cardiff, Jon Wooller offers a variety of financial planning services including life and investments, and tailored pension advice. Regulated by the FCA, they focus on securing clients' financial futures.- ✔1 Financial Adviser
- 🪧10.9 Miles
- 📍Cardiff
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