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Find FCA registered Financial Advisers Near Me in Pentre CF41


We have found 282 relevant financial adviser firms within 30 miles of Pentre CF41. Showing page 4 of 19.

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  2. 🏢

    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. 🪧11.3 Miles
    3. 📍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. 🪧11.4 Miles
    3. 📍Bridgend
  4. 🏢

    MIKE GRIFFITHS LTD

    FCA reg no.
    721539
    FCA authorised date:
    09/05/16
    Cardiff-based MIKE GRIFFITHS LTD is a trusted financial services firm providing expert advice in areas like life and investments, retirement planning, and systematic financial planning to local families and individuals.
    1. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Cardiff
  5. 🏢

    CHRIS LEACH and ASSOCIATES LIMITED

    FCA reg no.
    563997
    FCA authorised date:
    03/01/12
    Chris Leach & Associates Ltd, based in Cardiff, offers regulated financial services such as life insurance, investments, pensions, and retirement advice. They are dedicated to personalised planning for individuals and families' financial futures.
    1. ✔3 Financial Advisers
    2. 🪧11.8 Miles
    3. 📍Cardiff
  6. 🏢

    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. 🪧12 Miles
    3. 📍Nr Cardiff
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  8. 🏢

    EST Wealth LTD

    FCA reg no.
    921582
    FCA authorised date:
    23/09/20
    EST Wealth Ltd is an FCA-regulated financial services company based in Groesfaen, offering tailored advice in investment planning, pensions and retirement across South Glamorgan and beyond.
    1. ✔3 Financial Advisers
    2. 🪧12 Miles
    3. 📍Pontyclun
  9. 🏢

    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. 🪧12.2 Miles
    3. 📍Cowbridge
  10. 🏢

    Coote Financial Planning LTD

    FCA reg no.
    1047124
    FCA authorised date:
    13/12/25
    Coote Financial Planning Ltd offers comprehensive financial services including life and investment advice, pensions, and retirement advice. Regulated by the FCA, they are known for their approachable service and tailored client solutions.
    1. ✔1 Financial Adviser
    2. 🪧12.4 Miles
    3. 📍Blackwood
  11. 🏢

    Tim Davies

    FCA reg no.
    677199
    FCA authorised date:
    16/03/15
    Based in Tredegar, Gwent, Tim Davies' financial firm offers personalised financial planning and advice. Specialising in life & investments, pensions and retirement, they deliver clear, trustworthy service with a high level of integrity.
    1. ✔1 Financial Adviser
    2. 🪧12.5 Miles
    3. 📍Tredegar
  12. 🏢

    IWM Wealth Management LTD

    FCA reg no.
    785950
    FCA authorised date:
    03/08/17
    IWM Wealth Management Ltd, an FCA-registered firm in Blackwood, Gwent, specialises in providing regulated advice on investments, life and pensions retirement. They offer tailored financial planning services with a friendly approach.
    1. ✔2 Financial Advisers
    2. 🪧12.7 Miles
    3. 📍Blackwood
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  14. 🏢

    Thomas, Carroll Independent Financial Advisers Limited

    FCA reg no.
    450497
    FCA authorised date:
    03/07/06
    Thomas, Carroll Independent Financial Advisers Limited located in Caerphilly, Gwent offers specialised financial advice on investments, pensions, and retirement planning. Ensures adherence to high standards, serving clients with reliable, regulated advice.
    1. ✔3 Financial Advisers
    2. 🪧12.7 Miles
    3. 📍Caerphilly
  15. 🏢

    Bridgewood Independent Financial Advice LTD

    FCA reg no.
    923322
    FCA authorised date:
    26/03/20
    Bridgewood Independent Financial Advice Ltd is a FCA regulated financial service provider in Blackwood, Gwent, specializing in bespoke financial planning and advice, pensions, investments, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧12.8 Miles
    3. 📍Blackwood
  16. 🏢

    Gregory Davies Wealth Management LTD

    FCA reg no.
    923669
    FCA authorised date:
    10/12/24
    Regulated by the FCA, Gregory Davies Wealth Management Ltd. provides tailored financial services including insurance, investments and pensions. Based in Caerphilly, they're known for their professional, approachable and strategic wealth management advice.
    1. ✔2 Financial Advisers
    2. 🪧12.9 Miles
    3. 📍Caerphilly
  17. 🏢

    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
  18. 🏢

    WPS Wealth Limited

    FCA reg no.
    1023571
    FCA authorised date:
    01/04/25
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧13.1 Miles
    4. 📍Cardiff
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