Find FCA registered Financial Advisers Near Me in Mount Pleasant CF39
We have found 290 relevant financial adviser firms within 30 miles of Mount Pleasant CF39. Showing page 9 of 20.
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Nine Wealth Management LLP
- FCA reg no.
- 834059
- FCA authorised date:
- 20/02/19
Cardiff-based Nine Wealth Management LLP specialises in bespoke financial planning and retirement advice, offering client-centric guidance on life investments, pensions, and final salary pension transfers.- ✔3 Financial Advisers
- 🪧13.4 Miles
- 📍Cardiff
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Morris Paley Wealth Management Limited
- FCA reg no.
- 764256
- FCA authorised date:
- 11/11/16
Morris Paley Wealth Management Limited is a Cardiff-based, FCA-regulated financial services provider, specialising in life investments, pensions retirement planning, and financial planning for diverse client needs.- ✔2 Financial Advisers
- 🪧13.4 Miles
- 📍Cardiff
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TD Financial LTD
- FCA reg no.
- 469500
- FCA authorised date:
- 22/10/07
TD Financial Ltd based in Cardiff, offers trusted and FCA-regulated financial services including life investments, pensions, and retirement advice, catering to each client's unique financial journey.- ✔3 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧13.7 Miles
- 📍Cardiff
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ABACUS ASSURANCE FINANCIAL SERVICES LIMITED
- FCA reg no.
- 516109
- FCA authorised date:
- 16/08/10
ABACUS Assurance Financial Services, FCA registered in Porthcawl, specialises in secure advice on life & investments and pension retirement planning. The firm is known for a client-centric approach and expert financial planning.- ✔4 Financial Advisers
- 🪧13.8 Miles
- 📍Porthcawl
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The Money Partnership Limited
- FCA reg no.
- 954255
- FCA authorised date:
- 09/05/22
Newport-based The Money Partnership Limited offers personalised financial services including life investments, retirement planning and pensions advice. FCA-registered with a focus on tailored solutions for diverse clientele.- ✔3 Financial Advisers
- ✔4 Mortgage Brokers
- 🪧13.8 Miles
- 📍Newport
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Huw Williams
- FCA reg no.
- 1016890
- FCA authorised date:
- 13/07/24
Huw Williams is a Cardiff-based financial services firm providing comprehensive advice on insurance, investments and pensions. Renowned for their regulated, customer-focused expertise, they offer tailored solutions to all financial needs.- ✔1 Financial Adviser
- 🪧13.8 Miles
- 📍Cardiff
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Hill & Co Financial Advisers LTD
- FCA reg no.
- 734657
- FCA authorised date:
- 29/01/16
Cardiff-based Hill & Co Financial Advisers Ltd, regulated by the FCA, offers prime financial advice specializing in insurance, pensions, investments, and comprehensive planning across South Glamorgan and beyond.- ✔2 Financial Advisers
- 🪧13.8 Miles
- 📍Cardiff
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Jolyon Roderick
- FCA reg no.
- 918783
- FCA authorised date:
- 27/12/19
FCA regulated Jolyon Roderick, located in Cardiff, specializes in financial planning, pensions retirement advice, life insurance services, and investment guidance. Noted for its friendly approach, the firm fosters long-term partnerships.- ✔1 Financial Adviser
- 🪧13.8 Miles
- 📍Cardiff
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Habitual Wealth LTD
- FCA reg no.
- 956914
- FCA authorised date:
- 15/08/21
Habitual Wealth Ltd is a leading Cardiff-based financial services firm, offering customised insurance, investment, and retirement planning services, with expertise in final salary pension transfers. FCA registered for compliant service.- ✔1 Financial Adviser
- 🪧13.8 Miles
- 📍Cardiff
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Gregory Wintermute
- FCA reg no.
- 1039857
- FCA authorised date:
- 07/08/25
Gregory Wintermute is a FCA registered firm providing tailored financial services, including insurance coverage and pension retirement advice in Cardiff. Specialising in final salary pension transfers and investments, they ensure approachable, professional service.- ✔1 Financial Adviser
- 🪧13.8 Miles
- 📍Cardiff
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Life & Legacy Wealth Management
- FCA reg no.
- 917224
- FCA authorised date:
- 21/11/19
Cardiff-based Life & Legacy Wealth Management provides tailored financial planning services, specializing in pensions retirement and final salary pension transfers. Offering reliable, regulated advice, they focus on securing clients' financial futures.- ✔1 Financial Adviser
- 🪧13.8 Miles
- 📍Cardiff
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Lauren Carless
- FCA reg no.
- 925528
- FCA authorised date:
- 01/05/20
Lauren Carless is a reputable financial firm in Cardiff, specializing in life investments, pensions, retirement advice and comprehensive financial planning. Known for its professional yet personal services, it caters to clients across South Glamorgan and beyond.- ✔1 Financial Adviser
- 🪧13.8 Miles
- 📍Cardiff
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JP Private Clients LLP
- FCA reg no.
- 833638
- FCA authorised date:
- 13/02/19
JP Private Clients LLP, a reputable Cardiff-based firm, provides regulated financial services including investment, insurance, and retirement advice. Known for tailored solutions, it extends its reach across South Glamorgan.- ✔1 Financial Adviser
- 🪧13.8 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧13.8 Miles
- 📍Cardiff
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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.- ✔2 Financial Advisers
- 🪧13.8 Miles
- 📍Cardiff
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