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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 9 of 31.

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  2. 🏢

    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.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧19.7 Miles
    4. 📍Cardiff
  3. 🏢

    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. 🪧19.8 Miles
    3. 📍Cardiff
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧19.9 Miles
    3. 📍Cardiff
  5. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧19.9 Miles
    3. 📍Cardiff
  6. 🏢

    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.
    1. ✔6 Financial Advisers
    2. 🪧19.9 Miles
    3. 📍Radstock
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧19.9 Miles
    3. 📍Taunton
  9. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧20 Miles
    3. 📍Bristol
  10. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧20 Miles
    3. 📍Bristol
  11. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧20.1 Miles
    3. 📍Radstock
  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. 🪧20.1 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. 🪧20.1 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. 🪧20.1 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. 🪧20.1 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. 🪧20.1 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. 🪧20.1 Miles
    3. 📍Cardiff
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