Find FCA registered Financial Advisers Near Me in LD3 7
We have found 179 relevant financial adviser firms within 30 miles of LD3 7. Showing page 8 of 12.
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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.- ✔2 Financial Advisers
- 🪧26.8 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧26.8 Miles
- 📍Hereford
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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 Financial Adviser
- 🪧26.9 Miles
- 📍Cardiff
- ✔4 Financial Advisers
- ✔1 Mortgage Broker
- 🪧26.9 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧27 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧27 Miles
- 📍Hereford
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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 Financial Adviser
- 🪧27.1 Miles
- 📍Pontyclun
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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
- 🪧27.1 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧27.2 Miles
- 📍Cardiff
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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 Financial Adviser
- ✔3 Mortgage Brokers
- 🪧27.2 Miles
- 📍Cardiff
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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.- ✔4 Financial Advisers
- 🪧27.2 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧27.2 Miles
- 📍Langstone
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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 Financial Adviser
- 🪧27.2 Miles
- 📍Newport
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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.- ✔2 Financial Advisers
- 🪧27.3 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧27.3 Miles
- 📍Ross On Wye
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