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Find FCA registered Financial Advisers Near Me in Mount Pleasant CF39

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We have found 290 relevant financial adviser firms within 30 miles of Mount Pleasant CF39. Showing page 1 of 20.

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  2. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧13.1 Miles
    4. 📍Tredegar
  3. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧14.3 Miles
    2. 📍Cwmbran
    ★★★★⯨
  4. 🏢

    Castra Financial

    FCA reg no.
    845715
    FCA authorised date:
    14/04/20
    Financial Planner within an Independent Financial Advice Firm, helping people understand their number to live their best lives.
    1. ✔3 Financial Advisers
    2. 🪧14.3 Miles
    3. 📍Cwmbran
    ★★★★⯨
  5. 🏢

    Financial Planning Solutions LTD

    FCA reg no.
    480455
    FCA authorised date:
    07/05/08
    Helping our clients live the lifestyle they aspire to both now and in retirement without fear of running out of money.
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £250,000
    3. ✔Min Assets: £250,000
    4. 🪧16.7 Miles
    5. 📍Cwmbran
  6. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧43.5 Miles
    3. 📍Taunton
  7. 🏢

    Owens Wealth Management LTD

    FCA reg no.
    983079
    FCA authorised date:
    12/09/22
    Owens Wealth Management Ltd, a FCA regulated financial services firm, specializes in providing tailored advice on life investments, pensions, and comprehensive financial planning to the Mid Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Pontypridd
  8. 🏢

    Steven James

    FCA reg no.
    824620
    FCA authorised date:
    31/10/18
    FCA-regulated firm, Steven James, delivers comprehensive financial planning and regulated advice from Tonyrefail. The dedicated team offers investment management, pension transfers, and retirement advice to secure clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Porth
  9. 🏢

    Diligent Wealth Planning Limited

    FCA reg no.
    709682
    FCA authorised date:
    09/12/15
    Diligent Wealth Planning Limited is a reliable financial planning service in Pontypridd, offering expert advice on insurance, investment management, and retirement planning to a diverse clientele.
    1. ✔2 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Pontypridd
  10. 🏢

    Tungsten Financial LTD

    FCA reg no.
    1012243
    FCA authorised date:
    15/05/24
    Tungsten Financial Ltd, an FCA-regulated firm based in Pontypridd, offers bespoke financial advice and services, including life insurance, investments, retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Pontypridd
  11. 🏢

    TAYLORED FINANCIAL PLANNING LTD

    FCA reg no.
    740030
    FCA authorised date:
    05/09/16
    R K Financial Services Ltd is a FCA-regulated financial planning firm in Pontypridd, Mid Glamorgan, offering tailored advice on life insurance, investments, and pensions retirement.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Pontypridd
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  13. 🏢

    Kingswood Financial Advisors

    FCA reg no.
    455859
    FCA authorised date:
    16/10/06
    Kingswood Financial Advisors, Pontypridd, offer expert advice on life investments, pensions, and strategic financial planning. Known for tailored services, they provide well-regulated, comprehensive financial guidance to the Greater Manchester area.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Pontypridd
  14. 🏢

    Thomas Davies

    FCA reg no.
    954228
    FCA authorised date:
    06/07/21
    Thomas Davies is a Ferndale-based financial planning firm known for its optimal investment strategies and focused pension advice. Regulated by FCA, it offers client-centric, tailored services to meet individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Ferndale
  15. 🏢

    LEABOLD FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    402291
    FCA authorised date:
    15/09/04
    Based in Abercynon, Mid Glamorgan, Leabold Financial Management Ltd is an FCA-regulated firm specialising in professional financial services including insurance, investments, and comprehensive financial planning across South Wales.
    1. ✔2 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Abercynon
  16. 🏢

    MG Asset Planning LTD

    FCA reg no.
    1031859
    FCA authorised date:
    16/04/25
    MG Asset Planning Ltd, a trusted financial services provider in South Wales, offers quality, FCA-regulated advice on investments, retirement planning, and more, catering to clients across Mid Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍South Wales
  17. 🏢

    Phoenix Life and Mortgages Limited

    FCA reg no.
    986563
    FCA authorised date:
    03/11/22
    Phoenix Life and Mortgages Limited is a FCA-regulated firm offering tailored advice and services in various financial sectors, known for its client-centric approach and reliability.
    1. ✔2 Financial Advisers
    2. 🪧5 Miles
    3. 📍Treorchy
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