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 7 of 20.
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Pure Wealth Management Limited
- FCA reg no.
- 826357
- FCA authorised date:
- 13/06/19
Located in Cardiff, Pure Wealth Management offers personalised financial services including life and investments, pensions retirement advice, and financial planning. Known for their client-focused approach, they help secure your financial future.- ✔3 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧12.2 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
- 🪧12.3 Miles
- 📍Cardiff
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Seven Financial UK Limited
- FCA reg no.
- 602051
- FCA authorised date:
- 01/10/13
Cardiff-based Seven Financial Group offers regulated financial advice on pensions, investments, and life segments. Their experienced team provides custom-fit strategies, prioritising client needs with a friendly, professional approach.- ✔8 Financial Advisers
- 🪧12.3 Miles
- 📍Cardiff
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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
- 🪧12.3 Miles
- 📍Cardiff
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Ross Mitchell
- FCA reg no.
- 795022
- FCA authorised date:
- 24/11/17
Ross Mitchell is a Cardiff-based financial planning firm offering bespoke advice on life investments and pensions, specialising in pension transfers and retirement planning, renowned for its client-focused approach.- ✔1 Financial Adviser
- 🪧12.3 Miles
- 📍Cardiff
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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.- ✔2 Financial Advisers
- 🪧12.5 Miles
- 📍Cardiff
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PRJ Financial Planning Limited
- FCA reg no.
- 756789
- FCA authorised date:
- 25/08/16
PRJ Financial Planning, a reputable Newport-based FCA-regulated firm, provides expert financial planning advice, from life and investment strategies to pensions retirement, with personalized guidance for local families and first-time investors.- ✔1 Financial Adviser
- 🪧12.6 Miles
- 📍Newport
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Skylark Wealth Management Limited
- FCA reg no.
- 942212
- FCA authorised date:
- 04/01/21
Cardiff-based Skylark Wealth Management Limited offers financial planning services, including life investments and retirement advice. The FCA-regulated firm provides tailored pension advice and final salary pension transfers.- ✔1 Financial Adviser
- 🪧12.7 Miles
- 📍Cardiff
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Personal Wealth Management (south Wales) LTD
- FCA reg no.
- 784785
- FCA authorised date:
- 13/11/17
Based in Newbridge, Newport, Personal Wealth Management (South Wales) Ltd is a FCA regulated firm specializing in life insurance, investments, retirement pensions, and comprehensive financial planning.- ✔4 Financial Advisers
- 🪧12.8 Miles
- 📍Newport
- 🏢
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
- 🪧13 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
- 🪧13 Miles
- 📍Cardiff
- 🏢
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
- 🪧13 Miles
- 📍Cardiff
- 🏢
Andrew Varley
- FCA reg no.
- 912298
- FCA authorised date:
- 14/08/19
Andrew Varley Financial Planning is a Cardiff-based firm offering personalised financial services including investment planning, retirement advice, and pension transfers. They specialise in tailored plans to secure clients' futures.- ✔1 Financial Adviser
- 🪧13 Miles
- 📍Cardiff
- 🏢
Tim Davies
- FCA reg no.
- 677199
- FCA authorised date:
- 16/03/15
Based in Tredegar, Gwent, Tim Davies' financial firm offers personalised financial planning and advice. Specialising in life & investments, pensions and retirement, they deliver clear, trustworthy service with a high level of integrity.- ✔1 Financial Adviser
- 🪧13.1 Miles
- 📍Tredegar
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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 Financial Adviser
- 🪧13.1 Miles
- 📍Cardiff
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