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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 5 of 20.

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  2. 🏢

    Harries Financial Wealth Management LTD

    FCA reg no.
    837965
    FCA authorised date:
    25/03/19
    Harries Financial Wealth Management Ltd in Cowbridge is a regulated, trusted advisor specializing in retirement advice and final salary pension transfers. They offer personalized financial strategies for local families.
    1. ✔2 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Cowbridge
  3. 🏢

    Chess Private Wealth Limited

    FCA reg no.
    1038040
    FCA authorised date:
    29/08/25
    Chess Private Wealth Limited is a FCA-regulated financial service provider based in Cowbridge, offering expert advice on life and investments, pensions, retirement planning and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Cowbridge
  4. 🏢

    Falco Financial Planning LTD

    FCA reg no.
    813747
    FCA authorised date:
    06/07/22
    Falco Financial Planning Ltd is a UK-based advisory firm offering strategic financial solutions including life, investments, and retirement advice. Known for transparent, regulated advice, they specialize in serving first-time financial planning individuals.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Cowbridge
  5. 🏢

    Longwood Financial Planning Limited

    FCA reg no.
    736323
    FCA authorised date:
    28/05/24
    Longwood Financial Planning Limited, based in Cardiff, offers personalised financial services and unbiased advice on wealth management, pension retirement, and overall financial planning. They focus on building strong client relationships and achieving client financial objectives.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Cardiff
  6. 🏢

    Caer IFA LTD

    FCA reg no.
    1040130
    FCA authorised date:
    08/09/25
    Caer IFA Ltd, based in Cardiff, is a trusted FCA-regulated financial planning firm. They offer comprehensive services like life insurance, investments, pensions advice, and specialize in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Cardiff
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  8. 🏢

    The Jon & Julia Wooller Partnership

    FCA reg no.
    214974
    FCA authorised date:
    31/05/05
    Based in Cardiff, Jon Wooller offers a variety of financial planning services including life and investments, and tailored pension advice. Regulated by the FCA, they focus on securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧10 Miles
    3. 📍Cardiff
  9. 🏢

    Coote Financial Planning LTD

    FCA reg no.
    1047124
    FCA authorised date:
    13/12/25
    Coote Financial Planning Ltd offers comprehensive financial services including life and investment advice, pensions, and retirement advice. Regulated by the FCA, they are known for their approachable service and tailored client solutions.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Blackwood
  10. 🏢

    Jason Morgan

    FCA reg no.
    994410
    FCA authorised date:
    04/04/23
    Jason Morgan is a Bridgend-based financial firm, renowned for expert assistance in life investments, final salary pension transfers, and retirement planning. They offer regulated, tailored services suited to a varied client base.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Bridgend
  11. 🏢

    Rhodri Samuel

    FCA reg no.
    1022362
    FCA authorised date:
    06/12/24
    Rhodri Samuel, a trusted firm based in Cardiff, offers expert financial planning, regulated pension advice, and personalised investment guidance. Known for its comprehensive, transparent, and FCA-regulated services.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Cardiff
  12. 🏢

    Gareth Channon Financial Consultancy LTD

    FCA reg no.
    211569
    FCA authorised date:
    11/01/11
    Gareth Channon Financial Consultancy Ltd is a leading FCA registered financial advisory firm in Mid Glamorgan, offering tailored financial planning services and known for its approachable, client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Merthyr Tydfil
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  14. 🏢

    Abram Partnership LTD

    FCA reg no.
    501657
    FCA authorised date:
    28/07/20
    Abram Partnership Ltd is a Cardiff-based, FCA-regulated financial firm offering diverse services like insurance, investments, and pension advice, known for their tailored solutions and approachable nature.
    1. ✔4 Financial Advisers
    2. 🪧10.4 Miles
    3. 📍Cardiff
  15. 🏢

    Millfield Wealth Management LTD

    FCA reg no.
    769590
    FCA authorised date:
    17/01/17
    Cardiff-based Millfield Wealth Management Ltd is a trusted, approachable firm specializing in financial planning, pensions retirement advice, and final salary pension transfers, offering tailored, regulated services to meet individual needs.
    1. ✔3 Financial Advisers
    2. 🪧10.5 Miles
    3. 📍Cardiff
  16. 🏢

    AMG Wealth Solutions LLP

    FCA reg no.
    517892
    FCA authorised date:
    16/08/10
    AMG Wealth Solutions LLP is a Cardiff-based regulated firm specializing in personalized financial planning services, including life investments and retirement advice, serving individuals and businesses across South Glamorgan.
    1. ✔3 Financial Advisers
    2. 🪧10.5 Miles
    3. 📍Cardiff
  17. 🏢

    Nicola Turner

    FCA reg no.
    1016124
    FCA authorised date:
    27/06/24
    Nicola Turner is a regulated financial firm in Cardiff, specialising in life investments and pensions retirement advice. Known for their approachable, client-focused services, they expertly assist in financial planning and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Cardiff
  18. 🏢

    Hayman Watkin Davies LTD

    FCA reg no.
    836962
    FCA authorised date:
    02/10/19
    Based in Cardiff, Hayman Watkin Davies Ltd offers specialized financial services, including life investments and pension advice, with a client-focused approach. They are FCA regulated and known for their professionalism and understanding.
    1. ✔2 Financial Advisers
    2. 🪧10.5 Miles
    3. 📍Cardiff
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