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Find FCA registered Financial Advisers Near Me in Morristown CF64


We have found 445 relevant financial adviser firms within 30 miles of Morristown CF64. Showing page 3 of 30.

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  2. 🏢

    Paul Jones

    FCA reg no.
    618669
    FCA authorised date:
    16/09/21
    As a FCA-regulated firm, Paul Jones provides comprehensive financial planning in Cardiff, specialising in life investments, retirement and pension-related matters, including final salary pension transfers. Known for professional, approachable service.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Cardiff
  3. 🏢

    Jeremy Coltman

    FCA reg no.
    710370
    FCA authorised date:
    16/07/15
    Jeremy Coltman is a Cardiff-based financial firm specializing in personalized financial planning, life investments, and pensions. They offer expert retirement advice and final salary pension transfers to clients across South Glamorgan.
    1. ✔2 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Cardiff
  4. 🏢

    Suzanne Ward

    FCA reg no.
    954526
    FCA authorised date:
    12/07/21
    Suzanne Ward offers expert financial advice from her FCA regulated firm in Cardiff. Specialising in life and investments, pensions, and retirement planning, she provides tailored, client-focused services across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Cardiff
  5. 🏢

    Daniel Jones

    FCA reg no.
    967894
    FCA authorised date:
    18/01/22
    Daniel Jones is a leading FCA-regulated financial firm in South Glamorgan, offering tailored financial services including investment planning, pension advice, and comprehensive financial planning across Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Cardiff
  6. 🏢

    Christian Adrian John

    FCA reg no.
    595115
    FCA authorised date:
    29/01/13
    Christian Adrian John is a Cardiff-based financial services firm offering bespoke solutions in life, investments and pensions retirement advice. Known for expertise in final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Cardiff
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  8. 🏢

    Tom Sterling

    FCA reg no.
    822139
    FCA authorised date:
    02/10/18
    Tom Sterling is a renowned financial firm in Cardiff, specializing in financial planning and regulated advice. Renowned for a customer-focused approach and tailored financial strategies, they make investing accessible for all.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Cardiff
  9. 🏢

    Chris Price Financial Consultancy LTD

    FCA reg no.
    541051
    FCA authorised date:
    30/06/17
    Barry-based Chris Price Financial Consultancy Ltd provides bespoke solutions in life investments, pensions, and financial planning. Registered under the FCA, they assure trusted, regulated advice to South Glamorgan and beyond.
    1. ✔2 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Barry
  10. 🏢

    Tudor House Financial Services Limited

    FCA reg no.
    409706
    FCA authorised date:
    06/09/17
    Tudor House Financial Services Limited, located in Cardiff, provides expert financial services including life insurance, investment advice, and pensions retirement planning, also specialising in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Cardiff
  11. 🏢

    MacSen Wealth Management LTD

    FCA reg no.
    576159
    FCA authorised date:
    18/05/12
    Macsen Wealth Management Ltd, located in Cardiff, is a FCA-regulated company offering comprehensive financial services, including life insurance, investments, retirement advice, and tailored financial planning. Known for their client-focused approach, they help clients confidently navigate their fin... read full company profile
    1. ✔3 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Cardiff
  12. 🏢

    Lewis Financial Planning & Wealth Management LTD

    FCA reg no.
    973886
    FCA authorised date:
    08/04/22
    A Cardiff-based financial services company, Lewis Financial Planning & Wealth Management Ltd offers bespoke insurance, investment, and retirement planning solutions, known for their regulated, reliable, and client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Cardiff
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  14. 🏢

    Burley Fox Limited

    FCA reg no.
    610482
    FCA authorised date:
    02/01/14
    Regulated by the FCA, Burley Fox Limited is a Cardiff-based firm that provides tailored financial services such as life and investment planning, pension schemes, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Cardiff
  15. 🏢

    Portland Wealth Management Limited

    FCA reg no.
    516596
    FCA authorised date:
    21/01/10
    Portland Wealth Management Ltd is a FCA regulated firm in Cardiff, specializing in financial planning and wealth management services, including investments, pensions, retirement advice, and life services.
    1. ✔2 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Cardiff
  16. 🏢

    ROCKWEALTH CARDIFF LTD

    FCA reg no.
    944341
    FCA authorised date:
    04/02/21
    Rockwealth Cardiff Ltd, a premier financial planning firm, provides strategic financial services including investments, pensions, and life insurance. Known for quality regulated advice, they specialise in retirement planning and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Cardiff
  17. 🏢

    ARCHYTAS STRATEGIC PLANNING LIMITED

    FCA reg no.
    609841
    FCA authorised date:
    01/04/14
    Archytas Strategic Planning is a Cardiff-based firm, providing regulated financial advice, including life and investment planning and retirement advice. Known for their personalized approach, they serve both first-time buyers and seasoned investors.
    1. ✔2 Financial Advisers
    2. 🪧3.5 Miles
    3. 📍Cardiff
  18. 🏢

    Eden Hawk Wealth Management Limited

    FCA reg no.
    1030866
    FCA authorised date:
    14/04/25
    Eden Hawk Wealth Management Limited is a Cardiff-based, FCA-regulated firm specialising in holistic financial planning including life investments, pensions retirement advice and final salary pension transfers. Known for client-focused service, it empowers clients for a secure future.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧3.5 Miles
    4. 📍Cardiff
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