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Find FCA registered Financial Advisers Near Me in Margam SA13


We have found 245 relevant financial adviser firms within 30 miles of Margam SA13. Showing page 9 of 17.

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  2. 🏢

    Jon Griffiths

    FCA reg no.
    925896
    FCA authorised date:
    11/05/20
    Jon Griffiths is a Cardiff-based, FCA-regulated financial planning firm offering comprehensive solutions like investments, pensions and final salary pension transfers, specialising in life and retirement advice across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧21.9 Miles
    3. 📍Cardiff
  3. 🏢

    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. 🪧21.9 Miles
    3. 📍Cardiff
  4. 🏢

    Financial Planning Business Limited

    FCA reg no.
    598887
    FCA authorised date:
    17/04/13
    Financial Planning Business Limited is an FCA-regulated firm in Radyr, South Glamorgan, offering comprehensive financial services, including pensions advice and investment planning, with a client-centred approach.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧22.1 Miles
    4. 📍Radyr
  5. 🏢

    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. 🪧22.3 Miles
    3. 📍Cardiff
  6. 🏢

    Rapport Financial Planning LTD

    FCA reg no.
    525407
    FCA authorised date:
    07/01/11
    Rapport Financial Planning Ltd provides expert, FCA regulated advice on life, investments, and pensions retirement, with a service reaching Wales and beyond. Specialising in transparent, jargon-free strategies for financial needs.
    1. ✔3 Financial Advisers
    2. 🪧22.4 Miles
    3. 📍Hengoed
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  8. 🏢

    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. 🪧22.5 Miles
    3. 📍Cardiff
  9. 🏢

    Caer IFA LTD

    FCA reg no.
    1040130
    FCA authorised date:
    08/09/25
    Caer IFA Ltd, based in Cardiff, is a trusted FCA-regulated financial planning firm. They offer comprehensive services like life insurance, investments, pensions advice, and specialize in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧22.5 Miles
    3. 📍Cardiff
  10. 🏢

    Longwood Financial Planning Limited

    FCA reg no.
    736323
    FCA authorised date:
    28/05/24
    Longwood Financial Planning Limited, based in Cardiff, offers personalised financial services and unbiased advice on wealth management, pension retirement, and overall financial planning. They focus on building strong client relationships and achieving client financial objectives.
    1. ✔1 Financial Adviser
    2. 🪧22.8 Miles
    3. 📍Cardiff
  11. 🏢

    Stellar Financial Planning LTD

    FCA reg no.
    1016442
    FCA authorised date:
    05/08/24
    Stellar Financial Planning Ltd provides comprehensive financial solutions, specializing in final salary pension transfers and client-focused financial planning across Gwent. They assure a secure financial future with regulated advice.
    1. ✔3 Financial Advisers
    2. 🪧22.8 Miles
    3. 📍Hengoed
  12. 🏢

    Thomas, Carroll Independent Financial Advisers Limited

    FCA reg no.
    450497
    FCA authorised date:
    03/07/06
    Thomas, Carroll Independent Financial Advisers Limited located in Caerphilly, Gwent offers specialised financial advice on investments, pensions, and retirement planning. Ensures adherence to high standards, serving clients with reliable, regulated advice.
    1. ✔3 Financial Advisers
    2. 🪧22.9 Miles
    3. 📍Caerphilly
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  14. 🏢

    Gregory Davies Wealth Management LTD

    FCA reg no.
    923669
    FCA authorised date:
    10/12/24
    Regulated by the FCA, Gregory Davies Wealth Management Ltd. provides tailored financial services including insurance, investments and pensions. Based in Caerphilly, they're known for their professional, approachable and strategic wealth management advice.
    1. ✔2 Financial Advisers
    2. 🪧23.2 Miles
    3. 📍Caerphilly
  15. 🏢

    Financial Life Planning Limited

    FCA reg no.
    928734
    FCA authorised date:
    09/12/20
    Based in Llandaff, Cardiff, Financial Life Planning Limited provides specialised advice on pensions, retirements, and life investments. Known for expertise in final salary pension transfers and strategic financial planning. Regulated by FCA.
    1. ✔2 Financial Advisers
    2. 🪧23.2 Miles
    3. 📍Cardiff
  16. 🏢

    The Rutherford Lewis & Read Partnership

    FCA reg no.
    195527
    FCA authorised date:
    31/05/05
    Rutherford Lewis & Read, a FCA regulated financial services provider in Gwent, Caerphilly, offers comprehensive investment advice, pension guidance, financial planning and more to clients across the region.
    1. ✔1 Financial Adviser
    2. 🪧23.3 Miles
    3. 📍Caerphilly
  17. 🏢

    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. 🪧23.3 Miles
    3. 📍Cardiff
  18. 🏢

    Hayman Watkin Davies LTD

    FCA reg no.
    836962
    FCA authorised date:
    02/10/19
    Based in Cardiff, Hayman Watkin Davies Ltd offers specialized financial services, including life investments and pension advice, with a client-focused approach. They are FCA regulated and known for their professionalism and understanding.
    1. ✔2 Financial Advisers
    2. 🪧23.4 Miles
    3. 📍Cardiff
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