Find FCA registered Financial Advisers Near Me in Pontypridd
We have found 304 relevant financial adviser firms within 30 miles of Pontypridd. Showing page 7 of 21.
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RWB Wealth LTD
- FCA reg no.
- 844511
- FCA authorised date:
- 17/03/23
RWB Wealth Ltd is a Cardiff-based firm specialising in financial planning and regulated advice, offering services from insurance to investment strategies. Noted for its approachable service, they cater to individuals and businesses alike.- ✔2 Financial Advisers
- 🪧10 Miles
- 📍Cardiff
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BPU Financial Solutions LTD
- FCA reg no.
- 575117
- FCA authorised date:
- 31/01/18
Cardiff-based BPU Ltd provides client-focused financial services like life and investments, pension advice, and more; ensuring tailored solutions for clients in South Glamorgan and surrounding areas with trusted, regulated advice.- ✔1 Financial Adviser
- 🪧10 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
- 🪧10 Miles
- 📍Cardiff
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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.- ✔3 Financial Advisers
- 🪧10 Miles
- 📍Cardiff
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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
- 🪧10.3 Miles
- 📍Cardiff
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CDP ASSOCIATES LIMITED
- FCA reg no.
- 225607
- FCA authorised date:
- 01/09/03
CDP Associates Ltd, a GB-based financial solutions firm, offers services like life insurance, pensions retirement advice, and investments. Known for integrity, transparency, and a client-centric approach.- ✔1 Financial Adviser
- ✔1 Mortgage Broker
- 🪧10.3 Miles
- 📍Bridgend
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Waverley Court Consulting LTD
- FCA reg no.
- 624087
- FCA authorised date:
- 11/08/14
Waverley Court Consulting Ltd is a FCA recognised Welsh financial services firm, specialising in personalised financial planning, life insurance, and investment opportunities. They are trusted for offering bespoke, client-focused solutions.- ✔1 Financial Adviser
- 🪧10.3 Miles
- 📍Cardiff
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Insurance Services Wales LTD
- FCA reg no.
- 207632
- FCA authorised date:
- 28/02/19
Insurance Services Wales Ltd, FCA registered, offers comprehensive financial services including life investments and pensions advice in Merthyr Tydfil and South Wales, with a client-focused, professional approach.- ✔3 Financial Advisers
- 🪧10.4 Miles
- 📍Merthyr Tydfil
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The Money Partnership Limited
- FCA reg no.
- 954255
- FCA authorised date:
- 09/05/22
Newport-based The Money Partnership Limited offers personalised financial services including life investments, retirement planning and pensions advice. FCA-registered with a focus on tailored solutions for diverse clientele.- ✔3 Financial Advisers
- ✔4 Mortgage Brokers
- 🪧10.5 Miles
- 📍Newport
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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
- 🪧10.5 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
- 🪧10.5 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
- 🪧10.5 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
- 🪧10.5 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
- 🪧10.5 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧10.5 Miles
- 📍Cowbridge
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