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Find FCA registered Financial Advisers Near Me in Roath Park CF23

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We have found 422 relevant financial adviser firms within 30 miles of Roath Park CF23. Showing page 1 of 29.

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  2. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧2.6 Miles
    2. 📍Cwmbran
    ★★★★⯨
  3. 🏢

    Castra Financial

    FCA reg no.
    845715
    FCA authorised date:
    14/04/20
    Financial Planner within an Independent Financial Advice Firm, helping people understand their number to live their best lives.
    1. ✔3 Financial Advisers
    2. 🪧2.6 Miles
    3. 📍Cwmbran
    ★★★★⯨
  4. 🏢

    Financial Planning Solutions LTD

    FCA reg no.
    480455
    FCA authorised date:
    07/05/08
    Helping our clients live the lifestyle they aspire to both now and in retirement without fear of running out of money.
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £250,000
    3. ✔Min Assets: £250,000
    4. 🪧11.5 Miles
    5. 📍Cwmbran
  5. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧18.3 Miles
    4. 📍Tredegar
  6. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧34 Miles
    3. 📍Taunton
  7. 🏢

    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. ✔1 Financial Adviser
    2. 🪧0.1 Miles
    3. 📍Cardiff
  8. 🏢

    Jonathan Richards Financial Consultancy LTD

    FCA reg no.
    725999
    FCA authorised date:
    03/11/16
    Jonathan Richards Financial Consultancy Ltd, based in Cardiff, is a FCA-regulated advisor specializing in life, investments, pensions advice, and comprehensive financial planning. Known for their personalised, client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Cardiff
  9. 🏢

    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. 🪧1 Miles
    3. 📍Cardiff
  10. 🏢

    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. 🪧1 Miles
    3. 📍Cardiff
  11. 🏢

    Mulberry Wealth Management Limited

    FCA reg no.
    499351
    FCA authorised date:
    28/05/09
    Mulberry Wealth Management, an FCA-regulated financial firm in Cardiff, specialises in crafting tailored portfolios and advising on insurance, investments, pensions and retirement planning.
    1. ✔8 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧1.1 Miles
    4. 📍Cardiff
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  13. 🏢

    Solosy Wealth Management Limited

    FCA reg no.
    732361
    FCA authorised date:
    18/01/16
    Solosy Wealth Management Limited is a renowned financial services firm in Cardiff, offering reliable life and investment management, pensions retirement advice, and overall financial planning tailored to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Cardiff
  14. 🏢

    MULBERRY WEALTH CLIENT SERVICES LIMITED

    FCA reg no.
    197003
    FCA authorised date:
    01/12/01
    Regulated by the FCA, Mulberry Wealth Client Services Limited is a reputable Cardiff-based financial firm offering expert advice on life, investments, retirement and financial planning tailored to individual needs.
    1. ✔8 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.1 Miles
    4. 📍Cardiff
  15. 🏢

    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. 🪧1.1 Miles
    3. 📍Cardiff
  16. 🏢

    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. 🪧1.1 Miles
    3. 📍Cardiff
  17. 🏢

    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.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧1.1 Miles
    4. 📍Cardiff
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