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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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  2. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧20.8 Miles
    3. 📍Caerphilly
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧20.9 Miles
    3. 📍Newport
  4. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧21 Miles
    3. 📍Newport
  5. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧21.1 Miles
    3. 📍Cowbridge
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.2 Miles
    3. 📍Caerphilly
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.2 Miles
    3. 📍Cowbridge
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.2 Miles
    3. 📍Cowbridge
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.4 Miles
    3. 📍Caerphilly
  11. 🏢

    WPS Wealth Limited

    FCA reg no.
    1023571
    FCA authorised date:
    01/04/25
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧21.4 Miles
    4. 📍Cardiff
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Caerphilly
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Cardiff
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Llanelli
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Swansea
  17. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Llanelli
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧21.6 Miles
    3. 📍Cardiff
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