Find FCA registered Financial Advisers Near Me in NP12 2

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.

Kelly East Wealth Management in Newport provides expert financial planning advice, specializing in life investments and pension transfers. They offer regulated, tailored services to help clients manage finances efficiently.

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.

Sherald Ann Waterhouse-Trew, an FCA regulated firm in Caerphilly, Gwent, specializes in financial services like life insurance and pension advice, serving a diverse client base with professional integrity.

2. Kingsley Wealth Management is a Cardiff-based firm offering dynamic financial planning and retirement advice to clients in Gwent and beyond, specializing in life investments and final salary pension transfers.

Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.

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.

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.

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.

Keith Jones is a reputable Newport-based financial planning company offering tailored, regulated advice in life investments, pensions retirement advice, and overall financial guidance; renowned for a client-centric approach.

Dale Matthews Wealth Management is a respected, FCA-regulated firm in Cwmbran, specialising in life investments, financial planning and pension advice. They offer tailored, client-centric services and uphold an approachable ethos.

Ian D Campbell Independent Financial Services Ltd is a trusted Pontypridd-based firm providing tailored financial services, including insurance, investments, and pensions retirement advice, regulated by the FCA. Known for their client-focused approach.

Oval Financial Management Ltd is a regulated financial planning firm in Treforest, Mid Glamorgan, specialising in life insurance, investments, and pensions retirement advice with a personalised approach.

Rob Bryant offers high-quality, FCA-regulated financial planning services in Newport, Gwent, specialising in life investments, pensions, and bespoke financial planning. Known for an approachable nature, they are trusted by first-time investors.

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.