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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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  2. 🏢

    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.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧12.2 Miles
    4. 📍Cardiff
  3. 🏢

    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. 🪧12.3 Miles
    3. 📍Cardiff
  4. 🏢

    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.
    1. ✔8 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Cardiff
  5. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧12.3 Miles
    3. 📍Cardiff
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.3 Miles
    3. 📍Cardiff
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  8. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧12.5 Miles
    3. 📍Cardiff
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.6 Miles
    3. 📍Newport
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧12.7 Miles
    3. 📍Cardiff
  11. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧12.8 Miles
    3. 📍Newport
  12. 🏢

    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.
    1. ✔8 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧13 Miles
    4. 📍Cardiff
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  14. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧13 Miles
    3. 📍Cardiff
  15. 🏢

    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.
    1. ✔8 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧13 Miles
    4. 📍Cardiff
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Cardiff
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Tredegar
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Cardiff
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