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Find FCA registered Financial Advisers Near Me in Somerton NP19


We have found 470 relevant financial adviser firms within 30 miles of Somerton NP19. Showing page 7 of 32.

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  2. 🏢

    CARLSON WEALTH MANAGEMENT LIMITED

    FCA reg no.
    673112
    FCA authorised date:
    14/05/15
    Carlson Wealth Management Limited, based in Cardiff, is a reputable, FCA-regulated financial services firm specializing in comprehensive financial planning. They offer tailored wealth strategies and expert advice on life investments, pensions retirement and more.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Cardiff
  3. 🏢

    Bridgewood Independent Financial Advice LTD

    FCA reg no.
    923322
    FCA authorised date:
    26/03/20
    Bridgewood Independent Financial Advice Ltd is a FCA regulated financial service provider in Blackwood, Gwent, specializing in bespoke financial planning and advice, pensions, investments, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧11.4 Miles
    3. 📍Blackwood
  4. 🏢

    Skylark Wealth Management Limited

    FCA reg no.
    942212
    FCA authorised date:
    04/01/21
    Cardiff-based Skylark Wealth Management Limited offers financial planning services, including life investments and retirement advice. The FCA-regulated firm provides tailored pension advice and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Cardiff
  5. 🏢

    AMG Wealth Solutions LLP

    FCA reg no.
    517892
    FCA authorised date:
    16/08/10
    AMG Wealth Solutions LLP is a Cardiff-based regulated firm specializing in personalized financial planning services, including life investments and retirement advice, serving individuals and businesses across South Glamorgan.
    1. ✔3 Financial Advisers
    2. 🪧11.5 Miles
    3. 📍Cardiff
  6. 🏢

    Millfield Wealth Management LTD

    FCA reg no.
    769590
    FCA authorised date:
    17/01/17
    Cardiff-based Millfield Wealth Management Ltd is a trusted, approachable firm specializing in financial planning, pensions retirement advice, and final salary pension transfers, offering tailored, regulated services to meet individual needs.
    1. ✔3 Financial Advisers
    2. 🪧11.5 Miles
    3. 📍Cardiff
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  8. 🏢

    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. 🪧11.5 Miles
    3. 📍Cardiff
  9. 🏢

    Rhodri Samuel

    FCA reg no.
    1022362
    FCA authorised date:
    06/12/24
    Rhodri Samuel, a trusted firm based in Cardiff, offers expert financial planning, regulated pension advice, and personalised investment guidance. Known for its comprehensive, transparent, and FCA-regulated services.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Cardiff
  10. 🏢

    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. 🪧11.5 Miles
    4. 📍Cardiff
  11. 🏢

    IWM Wealth Management LTD

    FCA reg no.
    785950
    FCA authorised date:
    03/08/17
    IWM Wealth Management Ltd, an FCA-registered firm in Blackwood, Gwent, specialises in providing regulated advice on investments, life and pensions retirement. They offer tailored financial planning services with a friendly approach.
    1. ✔2 Financial Advisers
    2. 🪧11.6 Miles
    3. 📍Blackwood
  12. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Cardiff
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  14. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧11.6 Miles
    3. 📍Cardiff
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Cardiff
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Cardiff
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Cardiff
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Cardiff
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