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Find FCA registered Financial Advisers Near Me in Pencoed

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We have found 292 relevant financial adviser firms within 30 miles of Pencoed. Showing page 1 of 20.

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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. 🪧16.3 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. 🪧16.3 Miles
    3. 📍Cwmbran
    ★★★★⯨
  4. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧20.4 Miles
    4. 📍Tredegar
  5. 🏢

    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. 🪧39.1 Miles
    3. 📍Taunton
  6. 🏢

    Davies Financial Limited

    FCA reg no.
    429088
    FCA authorised date:
    27/04/05
    Regulated by the FCA, Davies Financial Limited offers comprehensive and customized financial services including life insurance, investments and more. Known for their client-centered approach, they are a trusted choice in Pencoed's financial sector.
    1. ✔3 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Pencoed
  7. 🏢

    CST Wealth Management Limited

    FCA reg no.
    602496
    FCA authorised date:
    07/11/13
    CST Wealth Management, based in Bridgend, offers professional, regulated financial advice. Services include life and investment planning, pensions retirement advice, and overall financial planning for individuals and businesses.
    1. ✔3 Financial Advisers
    2. 🪧0.8 Miles
  8. 🏢

    CDP ASSOCIATES LIMITED

    FCA reg no.
    225607
    FCA authorised date:
    01/09/03
    CDP Associates Ltd, a GB-based financial solutions firm, offers services like life insurance, pensions retirement advice, and investments. Known for integrity, transparency, and a client-centric approach.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧2 Miles
    4. 📍Bridgend
  9. 🏢

    SAVVY WEALTH MANAGEMENT LTD

    FCA reg no.
    562795
    FCA authorised date:
    07/11/11
    Savvy Wealth Management Ltd is a trusted, FCA-regulated provider of comprehensive financial solutions specialising in life investments, pensions retirement advice and financial planning in Mid Glamorgan and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Pontyclun
  10. 🏢

    THE FINANCIAL PRACTICE (UK) LIMITED

    FCA reg no.
    436500
    FCA authorised date:
    03/10/05
    The Financial Practice (UK) Ltd is a FCA governed firm specializing in strategic financial services like insurance, investment strategies, and comprehensive planning, based in Mid Glamorgan offering tailored financial advice.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Bridgend
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  12. 🏢

    Future Asset Management LLP

    FCA reg no.
    414752
    FCA authorised date:
    17/01/05
    Future Asset Management LLP is a FCA regulated, Bridgend-based firm specializing in expert financial planning, retirement, and life investment advice. Known for professionalism and a client-centric approach, they offer tailored financial solutions.
    1. ✔2 Financial Advisers
    2. 🪧3 Miles
    3. 📍Bridgend
  13. 🏢

    Anchorage Wealth & Planning

    FCA reg no.
    1025659
    FCA authorised date:
    15/02/25
    FCA-regulated Anchorage Wealth & Planning offers expert financial advice in Penllyn and adjacent areas. Specialising in life and investments, pensions retirement advice, and final salary pension transfers. Prioritising client security and growth.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Cowbridge
  14. 🏢

    Aevitas Wealth LTD

    FCA reg no.
    724303
    FCA authorised date:
    16/05/16
    Bridgend-based Aevitas Life is a trusted financial services firm offering comprehensive solutions in insurance, investments, pensions, and financial planning. Known for regulated advice tailored to clients' needs, they ensure financial stability.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Bridgend
  15. 🏢

    Magenta Financial Planning Limited

    FCA reg no.
    745621
    FCA authorised date:
    01/09/16
    Magenta Financial Planning Limited is a Bridgend-based, FCA-regulated firm providing comprehensive financial planning services, including life insurance, prudent investments, pensions, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧3.5 Miles
    3. 📍Bridgend
  16. 🏢

    Mollam Wealth LTD

    FCA reg no.
    972885
    FCA authorised date:
    25/03/22
    Mollam Wealth Ltd is a FCA registered firm based in Bridgend, offering comprehensive financial planning, investment advice, and specializing in pensions retirement advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Bridgend
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  18. 🏢

    WILCOX FINANCIAL PLANNING LTD

    FCA reg no.
    672288
    FCA authorised date:
    08/06/15
    Wilcox Financial Planning Limited, based in Pontyclun, offers expert FCA-regulated advice on life and investment planning, pensions, and retirement solutions, serving clients from new investors to experienced retirees.
    1. ✔1 Financial Adviser
    2. 🪧4.1 Miles
    3. 📍Pontyclun
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