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Find FCA registered Financial Advisers Near Me in Georgetown CF48


We have found 272 relevant financial adviser firms within 30 miles of Georgetown CF48. Showing page 5 of 19.

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  2. 🏢

    MIKE GRIFFITHS LTD

    FCA reg no.
    721539
    FCA authorised date:
    09/05/16
    Cardiff-based MIKE GRIFFITHS LTD is a trusted financial services firm providing expert advice in areas like life and investments, retirement planning, and systematic financial planning to local families and individuals.
    1. ✔1 Financial Adviser
    2. 🪧15.3 Miles
    3. 📍Cardiff
  3. 🏢

    MJS Financial Services LTD

    FCA reg no.
    946843
    FCA authorised date:
    10/03/21
    MJS Financial Services, located in Pontyclun, is a trusted firm providing FCA-regulated financial services including life investments, pensions advice, and comprehensive financial planning across Mid Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧15.4 Miles
    3. 📍Pontyclun
  4. 🏢

    Custodian Wealth LTD

    FCA reg no.
    794639
    FCA authorised date:
    03/11/23
    Experienced Project Manager with a strong background in information technology and business analysis. Proven ability to lead teams, manage projects, and improve efficiency.
    1. ✔1 Financial Adviser
    2. 🪧15.8 Miles
    3. 📍Abergavenny
  5. 🏢

    Ceri Griffiths

    FCA reg no.
    912179
    FCA authorised date:
    12/08/19
    Ceri Griffiths is a reputable financial firm in Pontypool, providing personalised advice on life investments, pensions retirement planning, and more. The company offers professional, reliable, and approachable financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧15.8 Miles
    3. 📍Pontypool
  6. 🏢

    The Money Partnership Limited

    FCA reg no.
    954255
    FCA authorised date:
    09/05/22
    Newport-based The Money Partnership Limited offers personalised financial services including life investments, retirement planning and pensions advice. FCA-registered with a focus on tailored solutions for diverse clientele.
    1. ✔3 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧15.9 Miles
    4. 📍Newport
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  8. 🏢

    WPS Wealth Limited

    FCA reg no.
    1023571
    FCA authorised date:
    01/04/25
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧16 Miles
    4. 📍Cardiff
  9. 🏢

    Kelly East Wealth Management LTD

    FCA reg no.
    1043495
    FCA authorised date:
    24/11/25
    Kelly East Wealth Management in Newport provides expert financial planning advice, specializing in life investments and pension transfers. They offer regulated, tailored services to help clients manage finances efficiently.
    1. ✔1 Financial Adviser
    2. 🪧16.1 Miles
    3. 📍Newport
  10. 🏢

    First Option

    FCA reg no.
    431351
    FCA authorised date:
    01/06/05
    FCA registered First Option is a premier financial advisory firm in Tongwynlais, Cardiff. Offering services like life and investment management, retirement advice, and comprehensive financial planning, it's known for its client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧16.1 Miles
    3. 📍Cardiff
  11. 🏢

    Exley financial planning LTD

    FCA reg no.
    216030
    FCA authorised date:
    31/05/05
    Exley Financial Planning Ltd is a client-focused, FCA-regulated financial services company based in Llanfoist, specialising in life, investments, pensions, and retirement planning. Known for approachability and comprehensive, tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧16.1 Miles
    3. 📍Llanfoist
  12. 🏢

    Lisa Griffiths

    FCA reg no.
    914623
    FCA authorised date:
    07/10/19
    Lisa Griffiths is a Cardiff-based financial expert, specialising in life investments and pensions. Offering customised, regulated financial planning across South Glamorgan, she is known for her client-centric approach. FCA regulated: 914623.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Cardiff
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  14. 🏢

    Wealth Doctor Financial Planning LTD

    FCA reg no.
    625181
    FCA authorised date:
    13/05/24
    Wealth Doctor, a trusted FCA-approved financial services firm based in Abergavenny, offers expert advice on financial matters including life and investments, pensions, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Abergavenny
  15. 🏢

    IAM Financial Services LTD

    FCA reg no.
    624638
    FCA authorised date:
    01/12/14
    IAM Financial Services Ltd is a notable, FCA-regulated firm in Abergavenny, providing bespoke financial solutions with specializations in life investments, pensions, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Abergavenny
  16. 🏢

    Dale Matthews Wealth Management

    FCA reg no.
    415118
    FCA authorised date:
    18/11/04
    Dale Matthews Wealth Management is a respected, FCA-regulated firm in Cwmbran, specialising in life investments, financial planning and pension advice. They offer tailored, client-centric services and uphold an approachable ethos.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Cwmbran
  17. 🏢

    Paul Bird

    FCA reg no.
    563514
    FCA authorised date:
    31/08/11
    Paul Bird is an FCA-regulated financial advisory firm in Cardiff, providing personalised advice in life investments, pensions, final salary pension transfers, and financial planning to the South Glamorgan area.
    1. ✔1 Financial Adviser
    2. 🪧16.4 Miles
    3. 📍Cardiff
  18. 🏢

    Browne & Brown IFA Limited

    FCA reg no.
    954619
    FCA authorised date:
    13/07/21
    A renowned, FCA regulated financial firm, Browne & Brown IFA Limited offers expert financial advice, including life and investments, pensions, and financial planning. The client-focused firm provides tailored solutions catering to individual financial needs.
    1. ✔2 Financial Advisers
    2. 🪧16.4 Miles
    3. 📍Pontyclun
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