Find FCA registered Financial Advisers Near Me in Porthcawl
We have found 245 relevant financial adviser firms within 30 miles of Porthcawl. Showing page 9 of 17.
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Whitchurch IFA Limited
- FCA reg no.
- 572461
- FCA authorised date:
- 30/04/12
Whitchurch IFA Limited, an FCA-regulated firm in Cardiff, offers personalised financial services including life investments and retirement advice to individuals and families in the South Glamorgan region.- ✔1 Financial Adviser
- 🪧21.5 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧21.5 Miles
- 📍Cardiff
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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.- ✔3 Financial Advisers
- 🪧21.6 Miles
- 📍Caerphilly
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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
- 🪧21.7 Miles
- 📍Cardiff
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Planet 3 Wealth Limited
- FCA reg no.
- 745837
- FCA authorised date:
- 03/10/16
Planet 3 Wealth Limited is a reliable financial institution offering services like life insurance, strategic investments and pension advice in Swansea and Greater Swansea region. Known for their honest and approachable guidance.- ✔3 Financial Advisers
- 🪧21.8 Miles
- 📍Swansea
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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.- ✔8 Financial Advisers
- 🪧21.8 Miles
- 📍Cardiff
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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.- ✔6 Financial Advisers
- 🪧21.8 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧21.8 Miles
- 📍Cardiff
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The Rutherford Lewis & Read Partnership
- FCA reg no.
- 195527
- FCA authorised date:
- 31/05/05
Rutherford Lewis & Read, a FCA regulated financial services provider in Gwent, Caerphilly, offers comprehensive investment advice, pension guidance, financial planning and more to clients across the region.- ✔1 Financial Adviser
- 🪧21.9 Miles
- 📍Caerphilly
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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
- 🪧21.9 Miles
- 📍Cardiff
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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.- ✔4 Financial Advisers
- 🪧21.9 Miles
- 📍Cardiff
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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.- ✔2 Financial Advisers
- 🪧22 Miles
- 📍Caerphilly
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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
- 🪧22.1 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
- 🪧22.1 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
- 🪧22.1 Miles
- 📍Cardiff
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