Find FCA registered Financial Advisers Near Me in Pencoed
We have found 292 relevant financial adviser firms within 30 miles of Pencoed. Showing page 7 of 20.
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Financial Planning (Wales) LTD
- FCA reg no.
- 190597
- FCA authorised date:
- 01/12/01
Financial Planning (Wales) Ltd, a FCA-regulated firm in Cardiff, offers expert guidance on investments and retirement plans to diverse clients. They provide personalised financial strategies without resorting to jargon.- ✔1 Financial Adviser
- 🪧13.5 Miles
- 📍Cardiff
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Pure Wealth Management Limited
- FCA reg no.
- 826357
- FCA authorised date:
- 13/06/19
Located in Cardiff, Pure Wealth Management offers personalised financial services including life and investments, pensions retirement advice, and financial planning. Known for their client-focused approach, they help secure your financial future.- ✔3 Financial Advisers
- ✔3 Mortgage Brokers
- 🪧13.5 Miles
- 📍Cardiff
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Fortress Financial Services Limited
- FCA reg no.
- 836163
- FCA authorised date:
- 14/10/19
Fortress Financial Services Limited is a trusted, FCA-registered firm providing regulated financial planning and advice in Barry, South Glamorgan. Specializing in insurance, investments, and pensions retirement advice, they cater to tailored client needs.- ✔4 Financial Advisers
- ✔1 Mortgage Broker
- 🪧13.6 Miles
- 📍Barry
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Nine Wealth Management LLP
- FCA reg no.
- 834059
- FCA authorised date:
- 20/02/19
Cardiff-based Nine Wealth Management LLP specialises in bespoke financial planning and retirement advice, offering client-centric guidance on life investments, pensions, and final salary pension transfers.- ✔3 Financial Advisers
- 🪧13.6 Miles
- 📍Cardiff
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Morris Paley Wealth Management Limited
- FCA reg no.
- 764256
- FCA authorised date:
- 11/11/16
Morris Paley Wealth Management Limited is a Cardiff-based, FCA-regulated financial services provider, specialising in life investments, pensions retirement planning, and financial planning for diverse client needs.- ✔2 Financial Advisers
- 🪧13.6 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧13.6 Miles
- 📍Cardiff
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Tudor House Financial Services Limited
- FCA reg no.
- 409706
- FCA authorised date:
- 06/09/17
Tudor House Financial Services Limited, located in Cardiff, provides expert financial services including life insurance, investment advice, and pensions retirement planning, also specialising in final salary pension transfers.- ✔1 Financial Adviser
- 🪧13.6 Miles
- 📍Cardiff
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MacSen Wealth Management LTD
- FCA reg no.
- 576159
- FCA authorised date:
- 18/05/12
Macsen Wealth Management Ltd, located in Cardiff, is a FCA-regulated company offering comprehensive financial services, including life insurance, investments, retirement advice, and tailored financial planning. Known for their client-focused approach, they help clients confidently navigate their fin... read full company profile- ✔3 Financial Advisers
- 🪧13.6 Miles
- 📍Cardiff
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Lewis Financial Planning & Wealth Management LTD
- FCA reg no.
- 973886
- FCA authorised date:
- 08/04/22
A Cardiff-based financial services company, Lewis Financial Planning & Wealth Management Ltd offers bespoke insurance, investment, and retirement planning solutions, known for their regulated, reliable, and client-focused approach.- ✔2 Financial Advisers
- 🪧13.6 Miles
- 📍Cardiff
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Burley Fox Limited
- FCA reg no.
- 610482
- FCA authorised date:
- 02/01/14
Regulated by the FCA, Burley Fox Limited is a Cardiff-based firm that provides tailored financial services such as life and investment planning, pension schemes, and retirement advice.- ✔2 Financial Advisers
- 🪧13.6 Miles
- 📍Cardiff
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Portland Wealth Management Limited
- FCA reg no.
- 516596
- FCA authorised date:
- 21/01/10
Portland Wealth Management Ltd is a FCA regulated firm in Cardiff, specializing in financial planning and wealth management services, including investments, pensions, retirement advice, and life services.- ✔2 Financial Advisers
- 🪧13.6 Miles
- 📍Cardiff
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Vale Asset Management
- FCA reg no.
- 415900
- FCA authorised date:
- 12/01/05
Vale Asset Management, an FCA-regulated firm in South Glamorgan, provides comprehensive financial planning services including life insurance, investments, pensions retirement advice, and financial planning. Known for their client-focused approach.- ✔1 Financial Adviser
- 🪧13.7 Miles
- 📍Barry
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Rapport Financial Planning LTD
- FCA reg no.
- 525407
- FCA authorised date:
- 07/01/11
Rapport Financial Planning Ltd provides expert, FCA regulated advice on life, investments, and pensions retirement, with a service reaching Wales and beyond. Specialising in transparent, jargon-free strategies for financial needs.- ✔3 Financial Advisers
- 🪧13.7 Miles
- 📍Hengoed
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Ross Mitchell
- FCA reg no.
- 795022
- FCA authorised date:
- 24/11/17
Ross Mitchell is a Cardiff-based financial planning firm offering bespoke advice on life investments and pensions, specialising in pension transfers and retirement planning, renowned for its client-focused approach.- ✔1 Financial Adviser
- 🪧13.8 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧13.9 Miles
- 📍Cardiff
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