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 9 of 31.
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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
- 🪧19.7 Miles
- 📍Cardiff
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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
- 🪧19.8 Miles
- 📍Cardiff
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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
- 🪧19.9 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
- 🪧19.9 Miles
- 📍Cardiff
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Waterhouse Financial Advisers LTD
- FCA reg no.
- 190712
- FCA authorised date:
- 02/04/12
Waterhouse Financial Advisers Ltd is a FCA registered firm in Radstock, Somerset offering expert financial planning services including life insurance, investments, and pension retirement plans to individuals and businesses.- ✔6 Financial Advisers
- 🪧19.9 Miles
- 📍Radstock
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A Finance Limited
- FCA reg no.
- 584606
- FCA authorised date:
- 26/11/12
A Finance Limited, located in Taunton, is a FCA registered finance company providing regulated, comprehensive financial services across the UK, specialising in investments, pensions, and financial planning.- ✔1 Financial Adviser
- 🪧19.9 Miles
- 📍Taunton
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Prosperity Planning LTD
- FCA reg no.
- 804989
- FCA authorised date:
- 01/02/19
Prosperity Planning Ltd is an FCA regulated financial planning firm in Bristol, specialising in life insurance, retirement pensions advice and investment assistance. Known for approachable tailored solutions, trust and professionalism.- ✔2 Financial Advisers
- 🪧20 Miles
- 📍Bristol
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Coronation Wealth Management LLP
- FCA reg no.
- 826961
- FCA authorised date:
- 26/11/18
Bristol-based Coronation Wealth Management LLP offers FCA-regulated, strategic advice in sectors including investments, retirement planning, and financial planning, serving clients across Somerset with a personalised service.- ✔2 Financial Advisers
- 🪧20 Miles
- 📍Bristol
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Heritage & Co UK Limited
- FCA reg no.
- 1020248
- FCA authorised date:
- 09/10/24
Heritage & Co UK Limited is a FCA regulated financial services firm in Somerset, providing expert advice on investments, pensions, retirement planning, and financial planning to clients in Radstock and surrounding regions.- ✔3 Financial Advisers
- 🪧20.1 Miles
- 📍Radstock
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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
- 🪧20.1 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
- 🪧20.1 Miles
- 📍Cardiff
- 🏢
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
- 🪧20.1 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
- 🪧20.1 Miles
- 📍Cardiff
- 🏢
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
- 🪧20.1 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
- 🪧20.1 Miles
- 📍Cardiff
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