Find FCA registered Financial Advisers Near Me in SA11 5
We have found 274 relevant financial adviser firms within 30 miles of SA11 5. Showing page 9 of 19.
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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
- 🪧20.8 Miles
- 📍Caerphilly
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PRJ Financial Planning Limited
- FCA reg no.
- 756789
- FCA authorised date:
- 25/08/16
PRJ Financial Planning, a reputable Newport-based FCA-regulated firm, provides expert financial planning advice, from life and investment strategies to pensions retirement, with personalized guidance for local families and first-time investors.- ✔1 Financial Adviser
- 🪧20.9 Miles
- 📍Newport
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Personal Wealth Management (south Wales) LTD
- FCA reg no.
- 784785
- FCA authorised date:
- 13/11/17
Based in Newbridge, Newport, Personal Wealth Management (South Wales) Ltd is a FCA regulated firm specializing in life insurance, investments, retirement pensions, and comprehensive financial planning.- ✔4 Financial Advisers
- 🪧21 Miles
- 📍Newport
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Harries Financial Wealth Management LTD
- FCA reg no.
- 837965
- FCA authorised date:
- 25/03/19
Harries Financial Wealth Management Ltd in Cowbridge is a regulated, trusted advisor specializing in retirement advice and final salary pension transfers. They offer personalized financial strategies for local families.- ✔2 Financial Advisers
- 🪧21.1 Miles
- 📍Cowbridge
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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
- 🪧21.2 Miles
- 📍Caerphilly
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Chess Private Wealth Limited
- FCA reg no.
- 1038040
- FCA authorised date:
- 29/08/25
Chess Private Wealth Limited is a FCA-regulated financial service provider based in Cowbridge, offering expert advice on life and investments, pensions, retirement planning and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧21.2 Miles
- 📍Cowbridge
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Falco Financial Planning LTD
- FCA reg no.
- 813747
- FCA authorised date:
- 06/07/22
Falco Financial Planning Ltd is a UK-based advisory firm offering strategic financial solutions including life, investments, and retirement advice. Known for transparent, regulated advice, they specialize in serving first-time financial planning individuals.- ✔1 Financial Adviser
- 🪧21.2 Miles
- 📍Cowbridge
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Servini Financial Planning Limited
- FCA reg no.
- 823801
- FCA authorised date:
- 01/04/19
Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.- ✔1 Financial Adviser
- 🪧21.4 Miles
- 📍Caerphilly
- ✔4 Financial Advisers
- ✔1 Mortgage Broker
- 🪧21.4 Miles
- 📍Cardiff
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Sherald Ann Waterhouse-trew
- FCA reg no.
- 915901
- FCA authorised date:
- 28/10/19
Sherald Ann Waterhouse-Trew, an FCA regulated firm in Caerphilly, Gwent, specializes in financial services like life insurance and pension advice, serving a diverse client base with professional integrity.- ✔1 Financial Adviser
- 🪧21.5 Miles
- 📍Caerphilly
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Kingsley Wealth Management LTD
- FCA reg no.
- 968911
- FCA authorised date:
- 31/01/22
2. Kingsley Wealth Management is a Cardiff-based firm offering dynamic financial planning and retirement advice to clients in Gwent and beyond, specializing in life investments and final salary pension transfers.- ✔1 Financial Adviser
- 🪧21.5 Miles
- 📍Cardiff
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CARNWYLLON WEALTH MANAGEMENT LIMITED
- FCA reg no.
- 512448
- FCA authorised date:
- 16/02/10
Carnwyllon Wealth Management Ltd, an FCA registered firm in Llanelli, offers dependable financial planning, retirement advice, and innovative solutions in a client-focused and approachable manner.- ✔2 Financial Advisers
- 🪧21.5 Miles
- 📍Llanelli
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Christian Jones Financial Services LTD
- FCA reg no.
- 562191
- FCA authorised date:
- 16/01/12
Christian Jones Financial Services, a regulated FCA firm based in Bishopston, provides comprehensive financial services across Glamorgan. Their expertise includes life planning, investment solutions, and reliable pension retirement advice.- ✔1 Financial Adviser
- 🪧21.5 Miles
- 📍Swansea
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Aurum Wealth LLP
- FCA reg no.
- 800234
- FCA authorised date:
- 01/05/18
Aurum Wealth LLP is a regulated financial advisory firm in Dyfed, offering tailored services in life investments, retirement planning, and pension advice for individuals across South Wales.- ✔2 Financial Advisers
- 🪧21.5 Miles
- 📍Llanelli
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First Option
- FCA reg no.
- 431351
- FCA authorised date:
- 01/06/05
FCA registered First Option is a premier financial advisory firm in Tongwynlais, Cardiff. Offering services like life and investment management, retirement advice, and comprehensive financial planning, it's known for its client-focused approach.- ✔1 Financial Adviser
- 🪧21.6 Miles
- 📍Cardiff
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