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Find FCA registered Financial Advisers Near Me in Pencoed


We have found 292 relevant financial adviser firms within 30 miles of Pencoed. Showing page 14 of 20.

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  2. 🏢

    Bancroft Wealth LTD

    FCA reg no.
    921443
    FCA authorised date:
    20/02/20
    Bancroft Wealth LTD is a FCA-regulated financial services firm, located in Tredegar, specializing in investments, life assurance, pension transfers, pensions and retirement advice. Known for their tailored, client-centric approach and simplified financial planning.
    1. ✔5 Financial Advisers
    2. 🪧20.4 Miles
    3. 📍Tredegar
  3. 🏢

    David Gascoyne Financial Services LTD

    FCA reg no.
    574918
    FCA authorised date:
    10/02/12
    FCA-regulated David Gascoyne Financial Services in West Glamorgan provides expert, client-focused guidance on life insurance, investments, pensions and financial planning. Their approachable professionals offer tailored advice across South Wales.
    1. ✔1 Financial Adviser
    2. 🪧20.5 Miles
  4. 🏢

    Alexander Douglas Limited

    FCA reg no.
    629965
    FCA authorised date:
    01/12/14
    Alexander Douglas Limited is a Swansea-based, FCA-regulated firm offering expert financial planning services, including life insurance and retirement advice. Known for their approachable style, they serve first-time investors and seasoned savers alike.
    1. ✔2 Financial Advisers
    2. 🪧20.8 Miles
    3. 📍Swansea
  5. 🏢

    Ashley Kissick Financial Advisers LTD

    FCA reg no.
    917064
    FCA authorised date:
    19/11/19
    Ashley Kissick Financial Advisers Ltd in Swansea offers trusted financial planning, insurance solutions, investment services and pension advice. Specializes in final salary pension transfers and delivers personalized guidance.
    1. ✔1 Financial Adviser
    2. 🪧20.9 Miles
    3. 📍Swansea
  6. 🏢

    Estate Capital Financial Management Limited

    FCA reg no.
    402217
    FCA authorised date:
    05/10/04
    Estate Capital Financial Management Limited, based in Swansea, is a FCA-regulated institution offering bespoke life investments, pensions retirement planning, and more, to ensure clients secure a comfortable future.
    1. ✔4 Financial Advisers
    2. 🪧21 Miles
    3. 📍Swansea
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  8. 🏢

    Selwyn Russell Barnes

    FCA reg no.
    1026373
    FCA authorised date:
    28/02/25
    Swansea-based financial firm, regulated by the FCA, offering a range of tailored services from life investments to pensions advice. Known for client-focused strategies and solutions for complex financial situations.
    1. ✔1 Financial Adviser
    2. 🪧21 Miles
    3. 📍Swansea
  9. 🏢

    Tailored Financial Advice LTD

    FCA reg no.
    753915
    FCA authorised date:
    01/11/16
    Swansea-based Tailored Financial Advice Ltd offers comprehensive, client-centric financial planning services including life investments, retirement advice, and pension planning to individuals, families, and businesses in West Glamorgan.
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧21.2 Miles
    4. 📍Swansea
  10. 🏢

    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. 🪧21.3 Miles
    3. 📍Newport
  11. 🏢

    Good Financial Advice Limited

    FCA reg no.
    978011
    FCA authorised date:
    27/06/22
    Good Financial Advice Limited is a FCA regulated firm in Brynmill, Swansea, specialising in financial planning and advice. They offer tailored solutions for pensions, investments and life decisions.
    1. ✔1 Financial Adviser
    2. 🪧21.3 Miles
    3. 📍Swansea
  12. 🏢

    Dragon Financial Planning LTD

    FCA reg no.
    841978
    FCA authorised date:
    19/05/20
    Dragon Financial Planning Ltd is a Newport-based, FCA-registered firm providing regulated financial services like life insurance, pensions retirement advice, and investments across the UK.
    1. ✔2 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Newport
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  14. 🏢

    Vital Financial Planning LTD

    FCA reg no.
    841309
    FCA authorised date:
    20/05/20
    Vital Financial Planning Ltd is a regulated financial services company in Newport, offering expertise in life investments, pension retirement advice, and holistic financial planning tailored to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Newport
  15. 🏢

    GOWER HOUSE FINANCIAL LIMITED

    FCA reg no.
    607692
    FCA authorised date:
    25/04/14
    Gower House Financial Limited is a FCA-regulated firm in Sketty, Swansea, offering personalised financial services, specialising in life and pension investments, and comprehensive retirement advice. They prioritize approachability and tailored solutions for client's financial wellbeing.
    1. ✔2 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍Swansea
  16. 🏢

    Heron House Financial Management Limited

    FCA reg no.
    170982
    FCA authorised date:
    01/12/01
    Heron House Financial Management Limited is a FCA-regulated firm in Newport offering expert financial services including life investments, pensions and retirement planning for both individuals and businesses.
    1. ✔6 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍Newport
  17. 🏢

    Sterling Welsh Limited

    FCA reg no.
    680894
    FCA authorised date:
    31/03/15
    Located in Swansea, Sterling Welsh Limited, an FCA registered firm, offers specialist financial services including life investments and pensions advice. Their regulated, client-driven approach makes them a credible choice for personalized financial guidance.
    1. ✔2 Financial Advisers
    2. 🪧21.7 Miles
    3. 📍Swansea
  18. 🏢

    Matthew Jones

    FCA reg no.
    629484
    FCA authorised date:
    01/08/14
    Matthew Jones is a reliable financial firm based in Mumbles, Swansea, offering specialized services such as advice on life and investments, retirement planning and financial planning. Known for their approachable yet professional demeanor.
    1. ✔1 Financial Adviser
    2. 🪧21.8 Miles
    3. 📍Swansea
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