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Find FCA registered Financial Advisers Near Me in Oakfield NP44

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We have found 432 relevant financial adviser firms within 30 miles of Oakfield NP44. Showing page 1 of 29.

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  2. 🏢

    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. 🪧1.2 Miles
    5. 📍Cwmbran
  3. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧9.2 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. 🪧9.2 Miles
    3. 📍Cwmbran
    ★★★★⯨
  5. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧13.6 Miles
    4. 📍Tredegar
  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. 🪧42.6 Miles
    3. 📍Taunton
  7. 🏢

    Dale Matthews Wealth Management

    FCA reg no.
    415118
    FCA authorised date:
    18/11/04
    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.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Cwmbran
  8. 🏢

    ISCA Wealth Management Limited

    FCA reg no.
    914030
    FCA authorised date:
    24/09/19
    ISCA Wealth Management Limited, based in Newport, specializes in strategic financial planning, final salary pension transfers, life investments, and pensions retirement advice, with a commitment to personalized service.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Newport
  9. 🏢

    ANGLO-CELTIC FINANCIAL CONSULTANTS LTD

    FCA reg no.
    455444
    FCA authorised date:
    02/10/06
    Newport-based Anglo Celtic Financial Consultants offers regulated financial advice including life and investment strategies, pensions retirement advice, and comprehensive financial planning. Known for bespoke guidance and a client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Newport
  10. 🏢

    Chapelwood Financial Planning LTD

    FCA reg no.
    196672
    FCA authorised date:
    01/12/01
    U.K.-based Chapelwood Financial Planning Ltd provides comprehensive financial services including investment, retirement, and insurance advice. Known for a professional yet approachable style, they tailor solutions to individual and business needs.
    1. ✔2 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Newport
  11. 🏢

    Ascent Wealth Management

    FCA reg no.
    915918
    FCA authorised date:
    29/10/19
    Ascent Wealth Management, an FCA-regulated firm in Newport, specializes in providing regulated advice on investments and financial planning. Known for its integrity and client satisfaction, it caters to diverse clientele.
    1. ✔3 Financial Advisers
    2. 🪧3.5 Miles
    3. 📍Newport
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  13. 🏢

    Create Wealth Management LTD

    FCA reg no.
    425738
    FCA authorised date:
    19/04/05
    1. ✔2 Financial Advisers
    2. 🪧3.5 Miles
    3. 📍Newport
  14. 🏢

    Joosten Financial Planning LTD

    FCA reg no.
    1007400
    FCA authorised date:
    02/04/24
    Newport-based Joosten Financial Planning Ltd provides high-quality, personalised financial advice on life and investment planning, pensions retirement, and comprehensive financial planning. Regulated by the FCA, they prioritise client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Newport
  15. 🏢

    Keith Jones

    FCA reg no.
    229838
    FCA authorised date:
    13/01/11
    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.
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Newport
  16. 🏢

    A.c.t. Financial Services LTD

    FCA reg no.
    706413
    FCA authorised date:
    01/09/15
    A.C.T. Financial Services Ltd provides regulated, client-focused financial advice on life insurance, investments, retirement planning and more to Newport and surrounding areas from their base in Rogerstone.
    1. ✔2 Financial Advisers
    2. 🪧3.6 Miles
    3. 📍Newport
  17. 🏢

    David Stock & Co Limited

    FCA reg no.
    121754
    FCA authorised date:
    01/12/01
    David Stock & Co Ltd is a trusted, FCA regulated financial firm in Newport, known for offering tailored advice on life insurance, investments, and pensions retirement.
    1. ✔2 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧3.7 Miles
    4. 📍Newport
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