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Find FCA registered Financial Advisers Near Me in Trebanog CF39


We have found 290 relevant financial adviser firms within 30 miles of Trebanog CF39. Showing page 4 of 20.

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  2. 🏢

    Lisa Griffiths

    FCA reg no.
    914623
    FCA authorised date:
    07/10/19
    Lisa Griffiths is a Cardiff-based financial expert, specialising in life investments and pensions. Offering customised, regulated financial planning across South Glamorgan, she is known for her client-centric approach. FCA regulated: 914623.
    1. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Cardiff
  3. 🏢

    Anchorage Wealth & Planning

    FCA reg no.
    1025659
    FCA authorised date:
    15/02/25
    FCA-regulated Anchorage Wealth & Planning offers expert financial advice in Penllyn and adjacent areas. Specialising in life and investments, pensions retirement advice, and final salary pension transfers. Prioritising client security and growth.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Cowbridge
  4. 🏢

    Gregory Davies Wealth Management LTD

    FCA reg no.
    923669
    FCA authorised date:
    10/12/24
    Regulated by the FCA, Gregory Davies Wealth Management Ltd. provides tailored financial services including insurance, investments and pensions. Based in Caerphilly, they're known for their professional, approachable and strategic wealth management advice.
    1. ✔2 Financial Advisers
    2. 🪧9 Miles
    3. 📍Caerphilly
  5. 🏢

    Paul Bird

    FCA reg no.
    563514
    FCA authorised date:
    31/08/11
    Paul Bird is an FCA-regulated financial advisory firm in Cardiff, providing personalised advice in life investments, pensions, final salary pension transfers, and financial planning to the South Glamorgan area.
    1. ✔1 Financial Adviser
    2. 🪧9.1 Miles
    3. 📍Cardiff
  6. 🏢

    The Rutherford Lewis & Read Partnership

    FCA reg no.
    195527
    FCA authorised date:
    31/05/05
    Rutherford Lewis & Read, a FCA regulated financial services provider in Gwent, Caerphilly, offers comprehensive investment advice, pension guidance, financial planning and more to clients across the region.
    1. ✔1 Financial Adviser
    2. 🪧9.2 Miles
    3. 📍Caerphilly
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  8. 🏢

    Future Asset Management LLP

    FCA reg no.
    414752
    FCA authorised date:
    17/01/05
    Future Asset Management LLP is a FCA regulated, Bridgend-based firm specializing in expert financial planning, retirement, and life investment advice. Known for professionalism and a client-centric approach, they offer tailored financial solutions.
    1. ✔2 Financial Advisers
    2. 🪧9.2 Miles
    3. 📍Bridgend
  9. 🏢

    Aevitas Wealth LTD

    FCA reg no.
    724303
    FCA authorised date:
    16/05/16
    Bridgend-based Aevitas Life is a trusted financial services firm offering comprehensive solutions in insurance, investments, pensions, and financial planning. Known for regulated advice tailored to clients' needs, they ensure financial stability.
    1. ✔1 Financial Adviser
    2. 🪧9.3 Miles
    3. 📍Bridgend
  10. 🏢

    D.s. HOWELL FINANCIAL SERVICES LIMITED

    FCA reg no.
    428904
    FCA authorised date:
    19/04/05
    FCA-regulated D.S. Howell Financial Services Limited offers effective financial solutions and personalised advice in Cardiff and South Glamorgan. Specialists in life and investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧9.3 Miles
    3. 📍Cardiff
  11. 🏢

    Magenta Financial Planning Limited

    FCA reg no.
    745621
    FCA authorised date:
    01/09/16
    Magenta Financial Planning Limited is a Bridgend-based, FCA-regulated firm providing comprehensive financial planning services, including life insurance, prudent investments, pensions, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧9.3 Miles
    3. 📍Bridgend
  12. 🏢

    Jon Griffiths

    FCA reg no.
    925896
    FCA authorised date:
    11/05/20
    Jon Griffiths is a Cardiff-based, FCA-regulated financial planning firm offering comprehensive solutions like investments, pensions and final salary pension transfers, specialising in life and retirement advice across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Cardiff
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  14. 🏢

    Financial Planning Business Limited

    FCA reg no.
    598887
    FCA authorised date:
    17/04/13
    Financial Planning Business Limited is an FCA-regulated firm in Radyr, South Glamorgan, offering comprehensive financial services, including pensions advice and investment planning, with a client-centred approach.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧9.4 Miles
    4. 📍Radyr
  15. 🏢

    Servini Financial Planning Limited

    FCA reg no.
    823801
    FCA authorised date:
    01/04/19
    Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Caerphilly
  16. 🏢

    Sherald Ann Waterhouse-trew

    FCA reg no.
    915901
    FCA authorised date:
    28/10/19
    Sherald Ann Waterhouse-Trew, an FCA regulated firm in Caerphilly, Gwent, specializes in financial services like life insurance and pension advice, serving a diverse client base with professional integrity.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Caerphilly
  17. 🏢

    Kingsley Wealth Management LTD

    FCA reg no.
    968911
    FCA authorised date:
    31/01/22
    2. Kingsley Wealth Management is a Cardiff-based firm offering dynamic financial planning and retirement advice to clients in Gwent and beyond, specializing in life investments and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Cardiff
  18. 🏢

    Vision Financial Advisers LTD

    FCA reg no.
    478519
    FCA authorised date:
    12/03/08
    Vision Financial Advisers Ltd is a fully regulated financial firm based in Mid Glamorgan, delivering expert services such as life insurance, investments, pension and retirement advice.
    1. ✔1 Financial Adviser
    2. ✔4 Mortgage Brokers
    3. 🪧9.6 Miles
    4. 📍Merthyr Tydfil
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