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Find FCA registered Financial Advisers Near Me in NP16 5


We have found 560 relevant financial adviser firms within 30 miles of NP16 5. Showing page 28 of 38.

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  2. 🏢

    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. 🪧24.5 Miles
    3. 📍Cardiff
  3. 🏢

    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. 🪧24.5 Miles
    3. 📍Cardiff
  4. 🏢

    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. 🪧24.5 Miles
    3. 📍Cardiff
  5. 🏢

    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. 🪧24.5 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. 🪧24.6 Miles
    3. 📍Hengoed
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  8. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧24.6 Miles
    3. 📍Cardiff
  9. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧24.6 Miles
    3. 📍Cardiff
  10. 🏢

    David Reid

    FCA reg no.
    1013723
    FCA authorised date:
    10/06/24
    Based in Cardiff, David Reid is an FCA-registered financial firm specializing in pensions, investments, and financial planning. Known for client-centric, tailored services, it extends to individuals and businesses in South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Cardiff
  11. 🏢

    Financial Planning (Wales) LTD

    FCA reg no.
    190597
    FCA authorised date:
    01/12/01
    Financial Planning (Wales) Ltd, a FCA-regulated firm in Cardiff, offers expert guidance on investments and retirement plans to diverse clients. They provide personalised financial strategies without resorting to jargon.
    1. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Cardiff
  12. 🏢

    Edward Trehearne Wealth Management LLP

    FCA reg no.
    590262
    FCA authorised date:
    25/10/12
    Edward Trehearne Wealth Management LLP is a trusted, FCA-regulated financial firm based in Gloucestershire, offering comprehensive services tailored to diverse financial needs. Known for their approachability and professionalism.
    1. ✔1 Financial Adviser
    2. 🪧24.6 Miles
    3. 📍Cirencester
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  14. 🏢

    INTEGRATED FINANCIAL SOLUTIONS LIMITED

    FCA reg no.
    492444
    FCA authorised date:
    02/01/09
    Integrated Financial Solutions Limited is an FCA-regulated firm providing diverse financial services including insurance, investment and retirement advice from Corsham, Wiltshire. Known for personalized advice and client satisfaction.
    1. ✔4 Financial Advisers
    2. 🪧24.6 Miles
    3. 📍Corsham
  15. 🏢

    Mayne Solutions Limited

    FCA reg no.
    628835
    FCA authorised date:
    22/12/14
    Premier Financial Planning is a trusted, FCA-registered firm in Corsham, Wiltshire, offering expert financial services focused on life and investments, pensions retirement advice, and strategic planning.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧24.6 Miles
    4. 📍Corsham
  16. 🏢

    T.m. Pullen

    FCA reg no.
    940374
    FCA authorised date:
    01/06/21
    T.M. Pullen is a trusted financial firm in Somerset, regulated by FCA, offering specialized advice in life investments, pensions, retirement, and broader financial planning across Somerset and surrounding counties.
    1. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Somerset
  17. 🏢

    ARQUITIS FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    750804
    FCA authorised date:
    02/11/16
    Gloucestershire-based ARQUITIS FINANCIAL MANAGEMENT LIMITED (FCA number 750804) offers diverse financial services including life insurance, investments and pensions retirement with a robust client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Stroud
  18. 🏢

    Nicola Turner

    FCA reg no.
    1016124
    FCA authorised date:
    27/06/24
    Nicola Turner is a regulated financial firm in Cardiff, specialising in life investments and pensions retirement advice. Known for their approachable, client-focused services, they expertly assist in financial planning and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧24.7 Miles
    3. 📍Cardiff
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