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Find FCA registered Financial Advisers Near Me in TA9 4


We have found 463 relevant financial adviser firms within 30 miles of TA9 4. Showing page 8 of 31.

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  2. 🏢

    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. 🪧18.8 Miles
    3. 📍Cardiff
  3. 🏢

    Spence Financial LTD

    FCA reg no.
    982111
    FCA authorised date:
    31/08/22
    Spence Financial Ltd, a regulated financial advisory firm based in Cardiff, specializes in providing tailored advice across life, investments, and pensions, offering a personal and professional service.
    1. ✔1 Financial Adviser
    2. 🪧18.8 Miles
    3. 📍Cardiff
  4. 🏢

    Romilly Park Wealth Management LTD

    FCA reg no.
    835318
    FCA authorised date:
    05/03/19
    Romilly Park Wealth Management in Barry, South Glamorgan, offers competent, personalised financial services. Specialising in life planning, investment advice, and pension transfers, they guide clients to make insightful financial decisions.
    1. ✔3 Financial Advisers
    2. 🪧19 Miles
    3. 📍Barry
  5. 🏢

    Sanctuary Financial LTD

    FCA reg no.
    807536
    FCA authorised date:
    03/12/18
    Sanctuary Financial Ltd, based in Cardiff, is a leading FCA-regulated financial service provider specializing in life investments, pensions retirement advice, and comprehensive financial planning in the South Glamorgan region.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧19 Miles
    4. 📍Cardiff
  6. 🏢

    David Sinclair

    FCA reg no.
    1026169
    FCA authorised date:
    31/01/25
    M&G plc is a reputable, FCA-regulated financial services firm in Martock, Somerset. Known for its expertise in life insurance, investments, and pensions, they offer tailored advice backed by years of industry experience.
    1. ✔1 Financial Adviser
    2. 🪧19 Miles
    3. 📍Martock
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  8. 🏢

    Hubbard-miles Wealth Management LTD

    FCA reg no.
    1019561
    FCA authorised date:
    01/10/24
    Cardiff-based Hubbard-Miles Wealth Management Ltd specialises in comprehensive financial planning, including life, investments, and pension retirement advice. They offer personalised solutions rooted in integrity for clients across South Glamorgan.
    1. ✔3 Financial Advisers
    2. 🪧19.2 Miles
    3. 📍Cardiff
  9. 🏢

    Eden Hawk Wealth Management Limited

    FCA reg no.
    1030866
    FCA authorised date:
    14/04/25
    Eden Hawk Wealth Management Limited is a Cardiff-based, FCA-regulated firm specialising in holistic financial planning including life investments, pensions retirement advice and final salary pension transfers. Known for client-focused service, it empowers clients for a secure future.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧19.4 Miles
    4. 📍Cardiff
  10. 🏢

    C J Hannan LTD

    FCA reg no.
    588666
    FCA authorised date:
    18/04/13
    C J Hannan Ltd, based in Cardiff, is an FCA regulated firm specialising in financial services including life insurance, investments, and pensions advice, trusted by local clientele.
    1. ✔2 Financial Advisers
    2. 🪧19.4 Miles
    3. 📍Cardiff
  11. 🏢

    Zensco Wealth Management LTD

    FCA reg no.
    978317
    FCA authorised date:
    01/07/22
    Zensco Wealth Management Ltd, based in Cardiff, is a reputable financial planning firm specialising in investments, life insurance, and pension advice. Regulated by the FCA, they are a trusted financial partner.
    1. ✔1 Financial Adviser
    2. 🪧19.4 Miles
    3. 📍Cardiff
  12. 🏢

    Validpath Limited

    FCA reg no.
    197107
    FCA authorised date:
    01/12/01
    ValidPath Limited is a trusted Cardiff-based firm providing expert financial services, including investment planning and retirement advice. Known for their professional yet personal approach, they offer tailored, regulated financial assistance.
    1. ✔7 Financial Advisers
    2. ✔8 Mortgage Brokers
    3. 🪧19.4 Miles
    4. 📍Cardiff
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  14. 🏢

    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. 🪧19.4 Miles
    4. 📍Cardiff
  15. 🏢

    Alton Wealth Management

    FCA reg no.
    801453
    FCA authorised date:
    12/02/18
    Alton Wealth Management is a FCA regulated firm in Somerset, offering expert guidance on life investments, pensions, and comprehensive financial planning, with a customer-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧19.6 Miles
    3. 📍Easton In Gordano
  16. 🏢

    Vision Financial LTD

    FCA reg no.
    550427
    FCA authorised date:
    11/05/11
    Vision Financial Ltd, a regulated firm in Somerset, offers expertise in financial planning, retirement advice, and pensions, serving local families and individuals with personalized financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧19.6 Miles
    3. 📍Taunton
  17. 🏢

    John Piper

    FCA reg no.
    1022383
    FCA authorised date:
    22/11/24
    John Piper is a renowned firm in Somerset, specializing in wealth management, investments, pensions advice, final salary pension transfers and comprehensive financial planning. Known for its client-focused approach and professional service.
    1. ✔1 Financial Adviser
    2. 🪧19.6 Miles
    3. 📍Radstock
  18. 🏢

    P J Watts Independent Financial Adviser LTD

    FCA reg no.
    911629
    FCA authorised date:
    02/06/20
    KWL Wealth Management, based in Somerset, offers bespoke UK-wide financial services including planning, pensions, retirement advice, and investment guidance. An FCA regulated firm, they're committed to achieving clients' unique financial goals.
    1. ✔1 Financial Adviser
    2. 🪧19.7 Miles
    3. 📍Martock
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