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Find FCA registered Financial Advisers Near Me in Pen-y-lan CF23

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We have found 428 relevant financial adviser firms within 30 miles of Pen-y-lan CF23. Showing page 1 of 29.

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  2. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧2.2 Miles
    2. 📍Cwmbran
    ★★★★⯨
  3. 🏢

    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. 🪧2.2 Miles
    3. 📍Cwmbran
    ★★★★⯨
  4. 🏢

    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. 🪧11.7 Miles
    5. 📍Cwmbran
  5. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧19 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. 🪧33.3 Miles
    3. 📍Taunton
  7. 🏢

    Jonathan Richards Financial Consultancy LTD

    FCA reg no.
    725999
    FCA authorised date:
    03/11/16
    Jonathan Richards Financial Consultancy Ltd, based in Cardiff, is a FCA-regulated advisor specializing in life, investments, pensions advice, and comprehensive financial planning. Known for their personalised, client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Cardiff
  8. 🏢

    Andrew Varley

    FCA reg no.
    912298
    FCA authorised date:
    14/08/19
    Andrew Varley Financial Planning is a Cardiff-based firm offering personalised financial services including investment planning, retirement advice, and pension transfers. They specialise in tailored plans to secure clients' futures.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Cardiff
  9. 🏢

    Waverley Court Consulting LTD

    FCA reg no.
    624087
    FCA authorised date:
    11/08/14
    Waverley Court Consulting Ltd is a FCA recognised Welsh financial services firm, specialising in personalised financial planning, life insurance, and investment opportunities. They are trusted for offering bespoke, client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Cardiff
  10. 🏢

    CARLSON WEALTH MANAGEMENT LIMITED

    FCA reg no.
    673112
    FCA authorised date:
    14/05/15
    Carlson Wealth Management Limited, based in Cardiff, is a reputable, FCA-regulated financial services firm specializing in comprehensive financial planning. They offer tailored wealth strategies and expert advice on life investments, pensions retirement and more.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Cardiff
  11. 🏢

    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.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧1.3 Miles
    4. 📍Cardiff
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  13. 🏢

    JWA Financial Planning LTD

    FCA reg no.
    798772
    FCA authorised date:
    01/06/18
    JWA Financial Planning Ltd is a leading FCA registered firm in Cardiff, providing expert advice on investments, pensions, and life insurance. They are renowned for their client-centred approach, transparency, and comprehensive financial solutions.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧1.4 Miles
    4. 📍Cardiff
  14. 🏢

    GE Wealth Management LTD

    FCA reg no.
    944366
    FCA authorised date:
    04/02/21
    GE Wealth Management Ltd is a Cardiff-based, FCA-regulated financial service firm specialising in life insurance, pensions, investments, and comprehensive financial planning for clients locally and beyond.
    1. ✔2 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Cardiff
  15. 🏢

    Harry Robinson Wealth Management Limited

    FCA reg no.
    771314
    FCA authorised date:
    09/02/17
    Harry Robinson Wealth Management, based in Cardiff, is a premier, FCA-regulated financial services firm known for its comprehensive financial planning, investment and retirement advice, and regional coverage.
    1. ✔3 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Cardiff
  16. 🏢

    Robert Liam Ingram

    FCA reg no.
    649779
    FCA authorised date:
    14/10/14
    Cardiff-based Robert Liam Ingram offers a range of financial services, specialising in life investments, pensions advice, and financial planning. As a FCA regulated firm, they provide transparent, personalised advice for secure futures.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Cardiff
  17. 🏢

    ROCKWEALTH CARDIFF LTD

    FCA reg no.
    944341
    FCA authorised date:
    04/02/21
    Rockwealth Cardiff Ltd, a premier financial planning firm, provides strategic financial services including investments, pensions, and life insurance. Known for quality regulated advice, they specialise in retirement planning and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Cardiff
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