Find FCA registered Financial Advisers Near Me in TA7 9
We have found 347 relevant financial adviser firms within 30 miles of TA7 9. Showing page 19 of 24.
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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.- ✔5 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧27.7 Miles
- 📍Cardiff
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JAMES & ASSOCIATES FINANCIAL SERVICES LIMITED
- FCA reg no.
- 408280
- FCA authorised date:
- 04/01/05
Based in Somerset, James & Associates Financial Services Limited provides regulated financial guidance, including life planning, pension advice, and investment planning. They are trusted for their client-centric and professional service.- ✔1 Financial Adviser
- 🪧27.7 Miles
- 📍Minehead
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GILLINGHAMS INDEPENDENT FINANCIAL ADVISERS LIMITED
- FCA reg no.
- 609295
- FCA authorised date:
- 01/05/14
Gillinghams Independent Financial Advisers Ltd, an FCA-regulated firm based in Bridport, Dorset, specializes in tailored financial planning services such as investment advice, pensions retirement counsel and more.- ✔2 Financial Advisers
- 🪧27.8 Miles
- 📍Bridport
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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.- ✔4 Financial Advisers
- 🪧27.8 Miles
- 📍Cardiff
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Bright Future Financial LTD
- FCA reg no.
- 794622
- FCA authorised date:
- 21/11/17
Bright Future Financial Ltd, based in Axminster, Devon, is a renowned FCA-regulated firm, offering top-tier financial planning services including insurance, investments, and pension advice, with excellence in final salary pension transfers.- ✔1 Financial Adviser
- 🪧27.8 Miles
- 📍Axminster
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ROCKWEALTH CARDIFF LTD
- FCA reg no.
- 944341
- FCA authorised date:
- 04/02/21
Rockwealth Cardiff Ltd, a premier financial planning firm, provides strategic financial services including investments, pensions, and life insurance. Known for quality regulated advice, they specialise in retirement planning and pension transfers.- ✔1 Financial Adviser
- 🪧27.9 Miles
- 📍Cardiff
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ARCHYTAS STRATEGIC PLANNING LIMITED
- FCA reg no.
- 609841
- FCA authorised date:
- 01/04/14
Archytas Strategic Planning is a Cardiff-based firm, providing regulated financial advice, including life and investment planning and retirement advice. Known for their personalized approach, they serve both first-time buyers and seasoned investors.- ✔2 Financial Advisers
- 🪧27.9 Miles
- 📍Cardiff
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Advance Investments Limited
- FCA reg no.
- 195786
- FCA authorised date:
- 01/12/01
Advance Investments Limited is a reputable Bath-based financial services firm providing insurance, pension advice, and strategic investment guidance. Known for its client-focused approach and comprehensive financial solutions tailored to individual needs.- ✔4 Financial Advisers
- 🪧28 Miles
- 📍Bath
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Sulis Wealth LTD
- FCA reg no.
- 768844
- FCA authorised date:
- 06/01/17
Sulis Wealth Ltd is a reputable financial firm in Bath, offering comprehensive wealth management solutions including tailored pensions advice, strategic investment planning and financial counsel. Regulated by FCA under 768844.- ✔1 Financial Adviser
- 🪧28 Miles
- 📍Bath
- 🏢
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 Financial Adviser
- 🪧28.1 Miles
- 📍Cardiff
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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.- ✔2 Financial Advisers
- 🪧28.1 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧28.1 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧28.1 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧28.1 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧28.1 Miles
- 📍Cardiff
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