Find FCA registered Financial Advisers Near Me in Roath Park CF23
We have found 422 relevant financial adviser firms within 30 miles of Roath Park CF23. Showing page 3 of 29.
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Jacobs and Harris Limited
- FCA reg no.
- 588166
- FCA authorised date:
- 15/04/13
Jacobs and Harris Limited, a reputable FCA-regulated financial advisory firm based in Thornhill, Cardiff, offers tailored financial solutions including investment planning, pensions advice, and overarching financial planning.- ✔2 Financial Advisers
- 🪧2 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
- 🪧2 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
- 🪧2 Miles
- 📍Cardiff
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Huw Williams
- FCA reg no.
- 1016890
- FCA authorised date:
- 13/07/24
Huw Williams is a Cardiff-based financial services firm providing comprehensive advice on insurance, investments and pensions. Renowned for their regulated, customer-focused expertise, they offer tailored solutions to all financial needs.- ✔1 Financial Adviser
- 🪧2.1 Miles
- 📍Cardiff
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Hill & Co Financial Advisers LTD
- FCA reg no.
- 734657
- FCA authorised date:
- 29/01/16
Cardiff-based Hill & Co Financial Advisers Ltd, regulated by the FCA, offers prime financial advice specializing in insurance, pensions, investments, and comprehensive planning across South Glamorgan and beyond.- ✔2 Financial Advisers
- 🪧2.1 Miles
- 📍Cardiff
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Jolyon Roderick
- FCA reg no.
- 918783
- FCA authorised date:
- 27/12/19
FCA regulated Jolyon Roderick, located in Cardiff, specializes in financial planning, pensions retirement advice, life insurance services, and investment guidance. Noted for its friendly approach, the firm fosters long-term partnerships.- ✔1 Financial Adviser
- 🪧2.1 Miles
- 📍Cardiff
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Habitual Wealth LTD
- FCA reg no.
- 956914
- FCA authorised date:
- 15/08/21
Habitual Wealth Ltd is a leading Cardiff-based financial services firm, offering customised insurance, investment, and retirement planning services, with expertise in final salary pension transfers. FCA registered for compliant service.- ✔1 Financial Adviser
- 🪧2.1 Miles
- 📍Cardiff
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Gregory Wintermute
- FCA reg no.
- 1039857
- FCA authorised date:
- 07/08/25
Gregory Wintermute is a FCA registered firm providing tailored financial services, including insurance coverage and pension retirement advice in Cardiff. Specialising in final salary pension transfers and investments, they ensure approachable, professional service.- ✔1 Financial Adviser
- 🪧2.1 Miles
- 📍Cardiff
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Life & Legacy Wealth Management
- FCA reg no.
- 917224
- FCA authorised date:
- 21/11/19
Cardiff-based Life & Legacy Wealth Management provides tailored financial planning services, specializing in pensions retirement and final salary pension transfers. Offering reliable, regulated advice, they focus on securing clients' financial futures.- ✔1 Financial Adviser
- 🪧2.1 Miles
- 📍Cardiff
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Lauren Carless
- FCA reg no.
- 925528
- FCA authorised date:
- 01/05/20
Lauren Carless is a reputable financial firm in Cardiff, specializing in life investments, pensions, retirement advice and comprehensive financial planning. Known for its professional yet personal services, it caters to clients across South Glamorgan and beyond.- ✔1 Financial Adviser
- 🪧2.1 Miles
- 📍Cardiff
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JP Private Clients LLP
- FCA reg no.
- 833638
- FCA authorised date:
- 13/02/19
JP Private Clients LLP, a reputable Cardiff-based firm, provides regulated financial services including investment, insurance, and retirement advice. Known for tailored solutions, it extends its reach across South Glamorgan.- ✔1 Financial Adviser
- 🪧2.1 Miles
- 📍Cardiff
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Paul Jones
- FCA reg no.
- 618669
- FCA authorised date:
- 16/09/21
As a FCA-regulated firm, Paul Jones provides comprehensive financial planning in Cardiff, specialising in life investments, retirement and pension-related matters, including final salary pension transfers. Known for professional, approachable service.- ✔1 Financial Adviser
- 🪧2.1 Miles
- 📍Cardiff
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Jeremy Coltman
- FCA reg no.
- 710370
- FCA authorised date:
- 16/07/15
Jeremy Coltman is a Cardiff-based financial firm specializing in personalized financial planning, life investments, and pensions. They offer expert retirement advice and final salary pension transfers to clients across South Glamorgan.- ✔2 Financial Advisers
- 🪧2.1 Miles
- 📍Cardiff
- 🏢
Suzanne Ward
- FCA reg no.
- 954526
- FCA authorised date:
- 12/07/21
Suzanne Ward offers expert financial advice from her FCA regulated firm in Cardiff. Specialising in life and investments, pensions, and retirement planning, she provides tailored, client-focused services across South Glamorgan.- ✔1 Financial Adviser
- 🪧2.1 Miles
- 📍Cardiff
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Daniel Jones
- FCA reg no.
- 967894
- FCA authorised date:
- 18/01/22
Daniel Jones is a leading FCA-regulated financial firm in South Glamorgan, offering tailored financial services including investment planning, pension advice, and comprehensive financial planning across Greater Manchester.- ✔1 Financial Adviser
- 🪧2.1 Miles
- 📍Cardiff
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