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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 2 of 20.

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  2. 🏢

    Glamorgan 1:1 Financial Limited

    FCA reg no.
    531577
    FCA authorised date:
    04/01/11
    Glamorgan 1:1 Financial Limited is a highly-regulated, FCA registered firm in Aberkenfig, offering tailored financial advice on life investments, pension retirement planning, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧4.2 Miles
    4. 📍Bridgend
  3. 🏢

    Jason Morgan

    FCA reg no.
    994410
    FCA authorised date:
    04/04/23
    Jason Morgan is a Bridgend-based financial firm, renowned for expert assistance in life investments, final salary pension transfers, and retirement planning. They offer regulated, tailored services suited to a varied client base.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Bridgend
  4. 🏢

    Steven James

    FCA reg no.
    824620
    FCA authorised date:
    31/10/18
    FCA-regulated firm, Steven James, delivers comprehensive financial planning and regulated advice from Tonyrefail. The dedicated team offers investment management, pension transfers, and retirement advice to secure clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Porth
  5. 🏢

    Acumen Associate Financial Services LTD

    FCA reg no.
    774649
    FCA authorised date:
    08/06/17
    Acumen Associate Financial Services Ltd is a distinguished FCA-recognized financial firm based in Pontyclun, specializing in life investments and pensions retirement advice for all levels of investors.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍Pontyclun
  6. 🏢

    Browne & Brown IFA Limited

    FCA reg no.
    954619
    FCA authorised date:
    13/07/21
    A renowned, FCA regulated financial firm, Browne & Brown IFA Limited offers expert financial advice, including life and investments, pensions, and financial planning. The client-focused firm provides tailored solutions catering to individual financial needs.
    1. ✔2 Financial Advisers
    2. 🪧4.6 Miles
    3. 📍Pontyclun
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  8. 🏢

    Harries Financial Wealth Management LTD

    FCA reg no.
    837965
    FCA authorised date:
    25/03/19
    Harries Financial Wealth Management Ltd in Cowbridge is a regulated, trusted advisor specializing in retirement advice and final salary pension transfers. They offer personalized financial strategies for local families.
    1. ✔2 Financial Advisers
    2. 🪧5 Miles
    3. 📍Cowbridge
  9. 🏢

    Vale Independent Financial Advisers Limited

    FCA reg no.
    491461
    FCA authorised date:
    06/02/09
    Vale Independent Financial Advisers Limited offers a wide range of financial services, including planning and investment advice. Regulated by the FCA, they provide unbiased, reliable guidance for diverse customers across GB.
    1. ✔9 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧5.1 Miles
    4. 📍Talbot Green
  10. 🏢

    Chess Private Wealth Limited

    FCA reg no.
    1038040
    FCA authorised date:
    29/08/25
    Chess Private Wealth Limited is a FCA-regulated financial service provider based in Cowbridge, offering expert advice on life and investments, pensions, retirement planning and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Cowbridge
  11. 🏢

    Falco Financial Planning LTD

    FCA reg no.
    813747
    FCA authorised date:
    06/07/22
    Falco Financial Planning Ltd is a UK-based advisory firm offering strategic financial solutions including life, investments, and retirement advice. Known for transparent, regulated advice, they specialize in serving first-time financial planning individuals.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Cowbridge
  12. 🏢

    Lifestyle Pensions and Investments LTD

    FCA reg no.
    831668
    FCA authorised date:
    01/08/19
    Lifestyle Pensions and Investments Ltd is a reliable financial services provider in Talbot Green, specialising in insurance, investments, pensions advice, and financial planning. Regulated by FCA and client-focused, it serves the Mid Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Rhondda Cynon Taff
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  14. 🏢

    Finli (PDB) LTD

    FCA reg no.
    802430
    FCA authorised date:
    19/01/24
    PDB Wealth Partners Ltd is an FCA regulated financial planning firm in Talbot Green, Mid Glamorgan, specializing in life, investments and retirement advice. They are renowned for tailored services and client-focused advising across GB.
    1. ✔7 Financial Advisers
    2. 🪧5.1 Miles
    3. 📍Talbot Green
  15. 🏢

    MJS Financial Services LTD

    FCA reg no.
    946843
    FCA authorised date:
    10/03/21
    MJS Financial Services, located in Pontyclun, is a trusted firm providing FCA-regulated financial services including life investments, pensions advice, and comprehensive financial planning across Mid Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Pontyclun
  16. 🏢

    Curzon Wealth Management Limited

    FCA reg no.
    585168
    FCA authorised date:
    24/07/12
    FCA-regulated Curzon Wealth Management Limited offers tailored financial advice in life investments, pensions retirement, final salary pension transfers, and holistic financial planning across Mid Glamorgan and beyond.
    1. ✔6 Financial Advisers
    2. 🪧5.8 Miles
    3. 📍Bridgend
  17. 🏢

    Nucleus Wealth Planning Limited

    FCA reg no.
    844903
    FCA authorised date:
    02/03/20
    Nucleus Wealth Planning Limited, an FCA-registered firm based in Pontypridd, offers tailored financial planning services, specializing in life and investment advice, and strategic pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧7.3 Miles
    3. 📍Pontypridd
  18. 🏢

    Llewellyn Financial Solutions LTD

    FCA reg no.
    458144
    FCA authorised date:
    04/10/06
    Llewellyn Financial Solutions Ltd, near Cardiff, is a FCA-regulated firm offering expert financial planning, investment and pension advice tailored to various life stages. Specialises in life investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧7.5 Miles
    3. 📍Nr Cardiff
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