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Find FCA registered Financial Advisers Near Me in LD3 7

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We have found 179 relevant financial adviser firms within 30 miles of LD3 7. Showing page 8 of 12.

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  2. 🏢

    Jacobs and Harris Limited

    FCA reg no.
    588166
    FCA authorised date:
    15/04/13
    Jacobs and Harris Limited, a reputable FCA-regulated financial advisory firm based in Thornhill, Cardiff, offers tailored financial solutions including investment planning, pensions advice, and overarching financial planning.
    1. ✔2 Financial Advisers
    2. 🪧26.8 Miles
    3. 📍Cardiff
  3. 🏢

    Tom Donativo Financial Planning LTD

    FCA reg no.
    1000255
    FCA authorised date:
    20/10/25
    Tom Donativo Financial Planning Ltd is a FCA regulated firm providing financial services including life insurance, investment and retirement advice. Known for customer-driven approach, it specialises in pension transfers and holistic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧26.8 Miles
    3. 📍Hereford
  4. 🏢

    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. 🪧26.9 Miles
    3. 📍Cardiff
  5. 🏢

    WPS Wealth Limited

    FCA reg no.
    1023571
    FCA authorised date:
    01/04/25
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧26.9 Miles
    4. 📍Cardiff
  6. 🏢

    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. 🪧27 Miles
    3. 📍Cardiff
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  8. 🏢

    Gemstone Wealth LTD

    FCA reg no.
    973710
    FCA authorised date:
    07/09/22
    Gemstone Wealth Ltd offers comprehensive financial services including investment advice and retirement planning. Based in Hereford, they prioritise integrity, personalised solutions and transparent, regulated advice to individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧27 Miles
    3. 📍Hereford
  9. 🏢

    WILCOX FINANCIAL PLANNING LTD

    FCA reg no.
    672288
    FCA authorised date:
    08/06/15
    Wilcox Financial Planning Limited, based in Pontyclun, offers expert FCA-regulated advice on life and investment planning, pensions, and retirement solutions, serving clients from new investors to experienced retirees.
    1. ✔1 Financial Adviser
    2. 🪧27.1 Miles
    3. 📍Pontyclun
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧27.1 Miles
    3. 📍Cardiff
  11. 🏢

    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. 🪧27.2 Miles
    3. 📍Cardiff
  12. 🏢

    Ramsay and White Wealth Management Limited

    FCA reg no.
    975400
    FCA authorised date:
    10/05/22
    Ramsay and White Wealth Management Limited, a FCA registered firm in Cardiff, specializes in comprehensive financial planning services, offering tailored advice on life and investment plans, pensions retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧27.2 Miles
    4. 📍Cardiff
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  14. 🏢

    D.s. HOWELL FINANCIAL SERVICES LIMITED

    FCA reg no.
    428904
    FCA authorised date:
    19/04/05
    FCA-regulated D.S. Howell Financial Services Limited offers effective financial solutions and personalised advice in Cardiff and South Glamorgan. Specialists in life and investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧27.2 Miles
    3. 📍Cardiff
  15. 🏢

    Trulife Financial LTD

    FCA reg no.
    940099
    FCA authorised date:
    03/12/20
    Trulife Financial Ltd, based in Langstone, Gwent, provides personalised, regulated financial advice specializing in final salary pension transfers, investment, and retirement planning - all tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧27.2 Miles
    3. 📍Langstone
  16. 🏢

    Robert Baldwin

    FCA reg no.
    578037
    FCA authorised date:
    19/07/12
    Orbit Financial Consultants is a Newport-based, FCA-regulated firm specializing in life insurance services, investments, retirement planning, and comprehensive financial advice with strong regional presence.
    1. ✔1 Financial Adviser
    2. 🪧27.2 Miles
    3. 📍Newport
  17. 🏢

    RWB Wealth LTD

    FCA reg no.
    844511
    FCA authorised date:
    17/03/23
    RWB Wealth Ltd is a Cardiff-based firm specialising in financial planning and regulated advice, offering services from insurance to investment strategies. Noted for its approachable service, they cater to individuals and businesses alike.
    1. ✔2 Financial Advisers
    2. 🪧27.3 Miles
    3. 📍Cardiff
  18. 🏢

    Charterhouse Portfolio Management Limited

    FCA reg no.
    300320
    FCA authorised date:
    31/10/04
    Charterhouse Portfolio Management Limited is a reputable financial advisory firm based in Ross on Wye, Herefordshire. They offer personalised, FCA regulated services in life and investments planning, pensions retirement advice and overall financial planning.
    1. ✔1 Financial Adviser
    2. 🪧27.3 Miles
    3. 📍Ross On Wye
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