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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 5 of 29.

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  2. 🏢

    The Jon & Julia Wooller Partnership

    FCA reg no.
    214974
    FCA authorised date:
    31/05/05
    Based in Cardiff, Jon Wooller offers a variety of financial planning services including life and investments, and tailored pension advice. Regulated by the FCA, they focus on securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Cardiff
  3. 🏢

    Ben Stringer

    FCA reg no.
    970720
    FCA authorised date:
    25/02/22
    Cardiff-based FCA-regulated firm, Ben Stringer, specialises in strategic financial planning and regulated advice. Offering services like investment planning and pension retirement advice, they tailor bespoke solutions to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Cardiff
  4. 🏢

    JWA Financial Planning LTD

    FCA reg no.
    798772
    FCA authorised date:
    01/06/18
    JWA Financial Planning Ltd is a leading FCA registered firm in Cardiff, providing expert advice on investments, pensions, and life insurance. They are renowned for their client-centred approach, transparency, and comprehensive financial solutions.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧2.3 Miles
    4. 📍Cardiff
  5. 🏢

    C J Hannan LTD

    FCA reg no.
    588666
    FCA authorised date:
    18/04/13
    C J Hannan Ltd, based in Cardiff, is an FCA regulated firm specialising in financial services including life insurance, investments, and pensions advice, trusted by local clientele.
    1. ✔2 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Cardiff
  6. 🏢

    Zensco Wealth Management LTD

    FCA reg no.
    978317
    FCA authorised date:
    01/07/22
    Zensco Wealth Management Ltd, based in Cardiff, is a reputable financial planning firm specialising in investments, life insurance, and pension advice. Regulated by the FCA, they are a trusted financial partner.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Cardiff
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  8. 🏢

    Validpath Limited

    FCA reg no.
    197107
    FCA authorised date:
    01/12/01
    ValidPath Limited is a trusted Cardiff-based firm providing expert financial services, including investment planning and retirement advice. Known for their professional yet personal approach, they offer tailored, regulated financial assistance.
    1. ✔7 Financial Advisers
    2. ✔8 Mortgage Brokers
    3. 🪧2.5 Miles
    4. 📍Cardiff
  9. 🏢

    Eden Hawk Wealth Management Limited

    FCA reg no.
    1030866
    FCA authorised date:
    14/04/25
    Eden Hawk Wealth Management Limited is a Cardiff-based, FCA-regulated firm specialising in holistic financial planning including life investments, pensions retirement advice and final salary pension transfers. Known for client-focused service, it empowers clients for a secure future.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧2.5 Miles
    4. 📍Cardiff
  10. 🏢

    Hugh James Solicitors

    FCA reg no.
    231167
    FCA authorised date:
    25/03/04
    Hugh James Solicitors, based in Cardiff's Central Square, offers regulated financial services including life insurance, investment strategies, and retirement advice. They're FCA registered and committed to tailored, client-focused planning.
    1. ✔4 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Cardiff
  11. 🏢

    Financial Life Planning Limited

    FCA reg no.
    928734
    FCA authorised date:
    09/12/20
    Based in Llandaff, Cardiff, Financial Life Planning Limited provides specialised advice on pensions, retirements, and life investments. Known for expertise in final salary pension transfers and strategic financial planning. Regulated by FCA.
    1. ✔2 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Cardiff
  12. 🏢

    Longwood Financial Planning Limited

    FCA reg no.
    736323
    FCA authorised date:
    28/05/24
    Longwood Financial Planning Limited, based in Cardiff, offers personalised financial services and unbiased advice on wealth management, pension retirement, and overall financial planning. They focus on building strong client relationships and achieving client financial objectives.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Cardiff
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  14. 🏢

    PENGUIN WEALTH PLANNERS LIMITED

    FCA reg no.
    830057
    FCA authorised date:
    01/08/19
    A Cardiff-based firm, Penguin Wealth Planners Limited provides expert financial planning services, specializing in funeral plans. They offer personalized advice on investments, pensions, retirement, and life insurance, serving primarily South Glamorgan clients.
    1. ✔8 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧2.6 Miles
    4. 📍Cardiff
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Cardiff
  16. 🏢

    Ramsay and White Wealth Management Limited

    FCA reg no.
    975400
    FCA authorised date:
    10/05/22
    Ramsay and White Wealth Management Limited, a FCA registered firm in Cardiff, specializes in comprehensive financial planning services, offering tailored advice on life and investment plans, pensions retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. ✔3 Mortgage Brokers
    3. 🪧2.6 Miles
    4. 📍Cardiff
  17. 🏢

    Hubbard-miles Wealth Management LTD

    FCA reg no.
    1019561
    FCA authorised date:
    01/10/24
    Cardiff-based Hubbard-Miles Wealth Management Ltd specialises in comprehensive financial planning, including life, investments, and pension retirement advice. They offer personalised solutions rooted in integrity for clients across South Glamorgan.
    1. ✔3 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Cardiff
  18. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Cardiff
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