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Find FCA registered Financial Advisers Near Me in St Woolos NP20


We have found 440 relevant financial adviser firms within 30 miles of St Woolos NP20. Showing page 8 of 30.

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  2. 🏢

    Tom Sterling

    FCA reg no.
    822139
    FCA authorised date:
    02/10/18
    Tom Sterling is a renowned financial firm in Cardiff, specializing in financial planning and regulated advice. Renowned for a customer-focused approach and tailored financial strategies, they make investing accessible for all.
    1. ✔1 Financial Adviser
    2. 🪧10.3 Miles
    3. 📍Cardiff
  3. 🏢

    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. 🪧10.3 Miles
    4. 📍Cardiff
  4. 🏢

    Nicola Turner

    FCA reg no.
    1016124
    FCA authorised date:
    27/06/24
    Nicola Turner is a regulated financial firm in Cardiff, specialising in life investments and pensions retirement advice. Known for their approachable, client-focused services, they expertly assist in financial planning and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧10.4 Miles
    3. 📍Cardiff
  5. 🏢

    Hayman Watkin Davies LTD

    FCA reg no.
    836962
    FCA authorised date:
    02/10/19
    Based in Cardiff, Hayman Watkin Davies Ltd offers specialized financial services, including life investments and pension advice, with a client-focused approach. They are FCA regulated and known for their professionalism and understanding.
    1. ✔2 Financial Advisers
    2. 🪧10.6 Miles
    3. 📍Cardiff
  6. 🏢

    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. 🪧10.6 Miles
    3. 📍Cardiff
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  8. 🏢

    Financial Planning (Wales) LTD

    FCA reg no.
    190597
    FCA authorised date:
    01/12/01
    Financial Planning (Wales) Ltd, a FCA-regulated firm in Cardiff, offers expert guidance on investments and retirement plans to diverse clients. They provide personalised financial strategies without resorting to jargon.
    1. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Cardiff
  9. 🏢

    Tudor House Financial Services Limited

    FCA reg no.
    409706
    FCA authorised date:
    06/09/17
    Tudor House Financial Services Limited, located in Cardiff, provides expert financial services including life insurance, investment advice, and pensions retirement planning, also specialising in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Cardiff
  10. 🏢

    MacSen Wealth Management LTD

    FCA reg no.
    576159
    FCA authorised date:
    18/05/12
    Macsen Wealth Management Ltd, located in Cardiff, is a FCA-regulated company offering comprehensive financial services, including life insurance, investments, retirement advice, and tailored financial planning. Known for their client-focused approach, they help clients confidently navigate their fin... read full company profile
    1. ✔3 Financial Advisers
    2. 🪧10.7 Miles
    3. 📍Cardiff
  11. 🏢

    Lewis Financial Planning & Wealth Management LTD

    FCA reg no.
    973886
    FCA authorised date:
    08/04/22
    A Cardiff-based financial services company, Lewis Financial Planning & Wealth Management Ltd offers bespoke insurance, investment, and retirement planning solutions, known for their regulated, reliable, and client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧10.7 Miles
    3. 📍Cardiff
  12. 🏢

    Burley Fox Limited

    FCA reg no.
    610482
    FCA authorised date:
    02/01/14
    Regulated by the FCA, Burley Fox Limited is a Cardiff-based firm that provides tailored financial services such as life and investment planning, pension schemes, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧10.7 Miles
    3. 📍Cardiff
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  14. 🏢

    Portland Wealth Management Limited

    FCA reg no.
    516596
    FCA authorised date:
    21/01/10
    Portland Wealth Management Ltd is a FCA regulated firm in Cardiff, specializing in financial planning and wealth management services, including investments, pensions, retirement advice, and life services.
    1. ✔2 Financial Advisers
    2. 🪧10.7 Miles
    3. 📍Cardiff
  15. 🏢

    Nine Wealth Management LLP

    FCA reg no.
    834059
    FCA authorised date:
    20/02/19
    Cardiff-based Nine Wealth Management LLP specialises in bespoke financial planning and retirement advice, offering client-centric guidance on life investments, pensions, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧10.7 Miles
    3. 📍Cardiff
  16. 🏢

    Morris Paley Wealth Management Limited

    FCA reg no.
    764256
    FCA authorised date:
    11/11/16
    Morris Paley Wealth Management Limited is a Cardiff-based, FCA-regulated financial services provider, specialising in life investments, pensions retirement planning, and financial planning for diverse client needs.
    1. ✔2 Financial Advisers
    2. 🪧10.7 Miles
    3. 📍Cardiff
  17. 🏢

    SLD Wealth Limited

    FCA reg no.
    997272
    FCA authorised date:
    02/06/23
    SLD Wealth Limited in Cardiff offers personalised, regulated financial advice. Services include life, investments, pensions, retirement advice, and general financial planning. Known for a client-centric approach, they provide individual-oriented practical solutions.
    1. ✔3 Financial Advisers
    2. 🪧10.8 Miles
    3. 📍Cardiff
  18. 🏢

    Andrew Pratt

    FCA reg no.
    418836
    FCA authorised date:
    23/12/04
    Andrew Pratt is a Cardiff-based, FCA regulated financial services firm offering expert financial planning, insurance advice, investment strategies, and pension consultations in South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Cardiff
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