Find FCA registered Financial Advisers Near Me in NP7 9
We have found 408 relevant financial adviser firms within 30 miles of NP7 9. Showing page 6 of 28.
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Gregory Davies Wealth Management LTD
- FCA reg no.
- 923669
- FCA authorised date:
- 10/12/24
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.- ✔2 Financial Advisers
- 🪧17.3 Miles
- 📍Caerphilly
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Sherald Ann Waterhouse-trew
- FCA reg no.
- 915901
- FCA authorised date:
- 28/10/19
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.- ✔1 Financial Adviser
- 🪧17.4 Miles
- 📍Caerphilly
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Kingsley Wealth Management LTD
- FCA reg no.
- 968911
- FCA authorised date:
- 31/01/22
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.- ✔1 Financial Adviser
- 🪧17.4 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧17.4 Miles
- 📍South Wales
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Servini Financial Planning Limited
- FCA reg no.
- 823801
- FCA authorised date:
- 01/04/19
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.- ✔1 Financial Adviser
- 🪧17.4 Miles
- 📍Caerphilly
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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.- ✔2 Financial Advisers
- 🪧17.5 Miles
- 📍Abercynon
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Thomas, Carroll Independent Financial Advisers Limited
- FCA reg no.
- 450497
- FCA authorised date:
- 03/07/06
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.- ✔3 Financial Advisers
- 🪧17.6 Miles
- 📍Caerphilly
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The Rutherford Lewis & Read Partnership
- FCA reg no.
- 195527
- FCA authorised date:
- 31/05/05
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.- ✔1 Financial Adviser
- 🪧17.7 Miles
- 📍Caerphilly
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Isaac Wealth Limited
- FCA reg no.
- 761086
- FCA authorised date:
- 13/10/16
Isaac Wealth Limited is a reputable financial services firm in Chepstow, Gwent, offering expertise in life insurance, investments, pensions, and comprehensive financial planning.- ✔2 Financial Advisers
- 🪧17.8 Miles
- 📍Chepstow
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Resolute Financial Planning LTD
- FCA reg no.
- 954596
- FCA authorised date:
- 09/11/21
Resolute Financial Planning Ltd is an FCA regulated firm offering expert financial services focused on life investments and retirement planning in Mid Glamorgan and surrounding areas.- ✔1 Financial Adviser
- 🪧17.8 Miles
- 📍Merthyr Tydfil
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RWB Wealth LTD
- FCA reg no.
- 844511
- FCA authorised date:
- 17/03/23
RWB Wealth Ltd is a Cardiff-based firm specialising in financial planning and regulated advice, offering services from insurance to investment strategies. Noted for its approachable service, they cater to individuals and businesses alike.- ✔2 Financial Advisers
- 🪧18 Miles
- 📍Cardiff
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Ramsay and White Wealth Management Limited
- FCA reg no.
- 975400
- FCA authorised date:
- 10/05/22
Ramsay and White Wealth Management Limited, a FCA registered firm in Cardiff, specializes in comprehensive financial planning services, offering tailored advice on life and investment plans, pensions retirement, and final salary pension transfers.- ✔1 Financial Adviser
- ✔3 Mortgage Brokers
- 🪧18 Miles
- 📍Cardiff
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Roger Pearce & Associates LTD
- FCA reg no.
- 211190
- FCA authorised date:
- 31/05/05
Roger Pearce & Associates Ltd is a reputable Cardiff-based financial advisory firm specialising in life investments, pensions, and retirement planning, providing regulated, personalized advice to clients primarily from South Glamorgan.- ✔1 Financial Adviser
- 🪧18.1 Miles
- 📍Cardiff
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BPU Financial Solutions LTD
- FCA reg no.
- 575117
- FCA authorised date:
- 31/01/18
Cardiff-based BPU Ltd provides client-focused financial services like life and investments, pension advice, and more; ensuring tailored solutions for clients in South Glamorgan and surrounding areas with trusted, regulated advice.- ✔1 Financial Adviser
- 🪧18.1 Miles
- 📍Cardiff
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Technical Support Services Cardiff Limited
- FCA reg no.
- 1013656
- FCA authorised date:
- 08/06/24
Technical Support Services Cardiff Limited is a FCA-regulated financial firm offering expert advice on life and investments, pensions, and retirement solutions, serving both individuals and businesses in Cardiff and surrounding areas.- ✔2 Financial Advisers
- 🪧18.1 Miles
- 📍Cardiff
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