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Find FCA registered Financial Advisers Near Me in Rumney / Rhymni CF3

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We have found 433 relevant financial adviser firms within 30 miles of Rumney / Rhymni CF3. 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. 🪧1 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. 🪧1 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. 🪧10.6 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. 🪧18.8 Miles
    4. 📍Tredegar
  6. 🏢

    Watermark Wealth Management

    FCA reg no.
    828533
    FCA authorised date:
    02/09/19
    DREAM, PLAN... LIVE! The key to a great life is how you live it By focusing our people and technology towards your goals, we can help you achieve them. Our strategies are tailored, robust, monitored and sensitised to market shocks and lifetime events allowing our clients to focus on what m... read full company profile
    1. ✔4 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £300,000
    4. 🪧19.9 Miles
    5. 📍Burnham-on-sea
    ★★★★⯨
  7. 🏢

    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. 🪧33.7 Miles
    3. 📍Taunton
  8. 🏢

    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. 🪧1.4 Miles
    4. 📍Cardiff
  9. 🏢

    Hawkinsthomas LTD

    FCA reg no.
    747212
    FCA authorised date:
    17/05/16
    HawkinsThomas Ltd is a professional financial planning firm in Cardiff, providing tailored, regulated advice. Known for trustworthiness and client satisfaction, it specialises in life investments, retirement pensions, and holistic financial planning.
    1. ✔11 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Cardiff
  10. 🏢

    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. 🪧1.7 Miles
    3. 📍Cardiff
  11. 🏢

    Greenaway Financial Planning Limited

    FCA reg no.
    926799
    FCA authorised date:
    27/05/20
    Cardiff-based Greenaway Financial Planning Limited is an FCA-regulated firm specialising in life insurance, investments, and pensions retirement. With expert advice and tailored services, they are South Glamorgan's trusted financial advisor.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Cardiff
  12. 🏢

    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. 🪧1.9 Miles
    3. 📍Cardiff
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  14. 🏢

    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. 🪧2 Miles
    4. 📍Cardiff
  15. 🏢

    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. 🪧2 Miles
    3. 📍Cardiff
  16. 🏢

    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. 🪧2 Miles
    4. 📍Cardiff
  17. 🏢

    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 Miles
    3. 📍Cardiff
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