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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 6 of 20.

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  2. 🏢

    Abram Partnership LTD

    FCA reg no.
    501657
    FCA authorised date:
    28/07/20
    Abram Partnership Ltd is a Cardiff-based, FCA-regulated financial firm offering diverse services like insurance, investments, and pension advice, known for their tailored solutions and approachable nature.
    1. ✔4 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Cardiff
  3. 🏢

    College Street Insurance Advisers

    FCA reg no.
    596683
    FCA authorised date:
    20/08/13
    Based in West Glamorgan, GB, College Street Insurance Advisers offers regulated financial planning, pension advice and investment services. They guarantee reliable, tailored guidance for all financial needs under FCA registration 596683.
    1. ✔2 Financial Advisers
    2. 🪧12.9 Miles
  4. 🏢

    Lowndes Halsden & Partners Limited

    FCA reg no.
    150469
    FCA authorised date:
    01/12/01
    Lowndes Halsden & Partners Limited in Cardiff offers regulated financial advice, wealth management, and investment services. Specialising in insurance, pensions, and retirement plans, they serve South Glamorgan with a client-focused approach.
    1. ✔6 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Cardiff
  5. 🏢

    Seven Financial UK Limited

    FCA reg no.
    602051
    FCA authorised date:
    01/10/13
    Cardiff-based Seven Financial Group offers regulated financial advice on pensions, investments, and life segments. Their experienced team provides custom-fit strategies, prioritising client needs with a friendly, professional approach.
    1. ✔8 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Cardiff
  6. 🏢

    Michael Fox

    FCA reg no.
    564504
    FCA authorised date:
    03/01/12
    Fox Financial Management is a trusted FCA registered firm offering comprehensive financial services including pensions retirement advice and life investments, centrally located in Barry, South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Barry
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  8. 🏢

    Dewis Financial Planning LTD

    FCA reg no.
    1046085
    FCA authorised date:
    05/01/26
    Based in Cardiff, Dewis Financial Planning LTD is an FCA regulated company offering expert advice for life and investment planning, pension retirement, and overall financial planning. Their personalised approach serves a diverse range of clients.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Cardiff
  9. 🏢

    Servini Financial Planning Limited

    FCA reg no.
    823801
    FCA authorised date:
    01/04/19
    Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.
    1. ✔1 Financial Adviser
    2. 🪧13 Miles
    3. 📍Caerphilly
  10. 🏢

    Jacobs and Harris Limited

    FCA reg no.
    588166
    FCA authorised date:
    15/04/13
    Jacobs and Harris Limited, a reputable FCA-regulated financial advisory firm based in Thornhill, Cardiff, offers tailored financial solutions including investment planning, pensions advice, and overarching financial planning.
    1. ✔2 Financial Advisers
    2. 🪧13.1 Miles
    3. 📍Cardiff
  11. 🏢

    Carpenter John Financial Services LTD

    FCA reg no.
    481332
    FCA authorised date:
    30/04/08
    Carpenter John Financial Services Ltd is a well-established financial firm offering tailor-made life, investment, and pension planning services in West Glamorgan and beyond, adhering to strict financial regulations for client peace of mind.
    1. ✔2 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧13.1 Miles
    4. 📍Port Talbot
  12. 🏢

    Skylark Wealth Management Limited

    FCA reg no.
    942212
    FCA authorised date:
    04/01/21
    Cardiff-based Skylark Wealth Management Limited offers financial planning services, including life investments and retirement advice. The FCA-regulated firm provides tailored pension advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Cardiff
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  14. 🏢

    Sherald Ann Waterhouse-trew

    FCA reg no.
    915901
    FCA authorised date:
    28/10/19
    Sherald Ann Waterhouse-Trew, an FCA regulated firm in Caerphilly, Gwent, specializes in financial services like life insurance and pension advice, serving a diverse client base with professional integrity.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Caerphilly
  15. 🏢

    Kingsley Wealth Management LTD

    FCA reg no.
    968911
    FCA authorised date:
    31/01/22
    2. Kingsley Wealth Management is a Cardiff-based firm offering dynamic financial planning and retirement advice to clients in Gwent and beyond, specializing in life investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Cardiff
  16. 🏢

    SLD Wealth Limited

    FCA reg no.
    997272
    FCA authorised date:
    02/06/23
    SLD Wealth Limited in Cardiff offers personalised, regulated financial advice. Services include life, investments, pensions, retirement advice, and general financial planning. Known for a client-centric approach, they provide individual-oriented practical solutions.
    1. ✔3 Financial Advisers
    2. 🪧13.2 Miles
    3. 📍Cardiff
  17. 🏢

    NTM FINANCIAL SERVICES LIMITED

    FCA reg no.
    589715
    FCA authorised date:
    02/01/13
    NTM Financial Services, FCA registered, specialises in personalised financial planning, including life and investment advice, as well as pension and retirement guidance. Their client-focused approach prioritises individual needs and long-term financial stability.
    1. ✔4 Financial Advisers
    2. 🪧13.3 Miles
    3. 📍Cardiff
  18. 🏢

    Wealthcare (1985) LTD

    FCA reg no.
    569260
    FCA authorised date:
    18/08/14
    6. Your Wealthcare is a reputable, FCA registered financial services firm in Swansea, offering tailored advice on insurance, investments, pensions and retirement planning to individual and corporate clients.
    1. ✔3 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Port Talbot
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