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Find FCA registered Financial Advisers Near Me in Trefechan CF48


We have found 275 relevant financial adviser firms within 30 miles of Trefechan CF48. Showing page 11 of 19.

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  2. 🏢

    Roger Pearce & Associates LTD

    FCA reg no.
    211190
    FCA authorised date:
    31/05/05
    Roger Pearce & Associates Ltd is a reputable Cardiff-based financial advisory firm specialising in life investments, pensions, and retirement planning, providing regulated, personalized advice to clients primarily from South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧21.2 Miles
    3. 📍Cardiff
  3. 🏢

    CARLSON WEALTH MANAGEMENT LIMITED

    FCA reg no.
    673112
    FCA authorised date:
    14/05/15
    Carlson Wealth Management Limited, based in Cardiff, is a reputable, FCA-regulated financial services firm specializing in comprehensive financial planning. They offer tailored wealth strategies and expert advice on life investments, pensions retirement and more.
    1. ✔1 Financial Adviser
    2. 🪧21.2 Miles
    3. 📍Cardiff
  4. 🏢

    KYMIN FINANCIAL SERVICES LIMITED

    FCA reg no.
    189815
    FCA authorised date:
    01/12/01
    KYMIN Financial Services is a trusted Newport-based financial firm offering specialised services like life and investments planning, pensions, and retirement advice. FCA regulated, it provides tailored advice for individuals across Gwent.
    1. ✔5 Financial Advisers
    2. 🪧21.3 Miles
    3. 📍Newport
  5. 🏢

    Dewis Financial Planning LTD

    FCA reg no.
    1046085
    FCA authorised date:
    05/01/26
    Based in Cardiff, Dewis Financial Planning LTD is an FCA regulated company offering expert advice for life and investment planning, pension retirement, and overall financial planning. Their personalised approach serves a diverse range of clients.
    1. ✔1 Financial Adviser
    2. 🪧21.3 Miles
    3. 📍Cardiff
  6. 🏢

    David Stock & Co Limited

    FCA reg no.
    121754
    FCA authorised date:
    01/12/01
    David Stock & Co Ltd is a trusted, FCA regulated financial firm in Newport, known for offering tailored advice on life insurance, investments, and pensions retirement.
    1. ✔2 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧21.3 Miles
    4. 📍Newport
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  8. 🏢

    SLD Wealth Limited

    FCA reg no.
    997272
    FCA authorised date:
    02/06/23
    SLD Wealth Limited in Cardiff offers personalised, regulated financial advice. Services include life, investments, pensions, retirement advice, and general financial planning. Known for a client-centric approach, they provide individual-oriented practical solutions.
    1. ✔3 Financial Advisers
    2. 🪧21.5 Miles
    3. 📍Cardiff
  9. 🏢

    Sweetland Associates Limited

    FCA reg no.
    744333
    FCA authorised date:
    03/01/17
    Sweetland Associates Limited provides FCA regulated financial services including insurance, investment strategies, pensions, retirement advice, and financial planning. They are personalized, robust, and suitable for individual needs.
    1. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Newport
  10. 🏢

    Waverley Court Consulting LTD

    FCA reg no.
    624087
    FCA authorised date:
    11/08/14
    Waverley Court Consulting Ltd is a FCA recognised Welsh financial services firm, specialising in personalised financial planning, life insurance, and investment opportunities. They are trusted for offering bespoke, client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧21.5 Miles
    3. 📍Cardiff
  11. 🏢

    JON LB IFA LTD

    FCA reg no.
    1038563
    FCA authorised date:
    25/07/25
    JON LB IFA LTD, a FCA regulated firm, offers financial services including insurance, investments and pensions advice. They provide tailored solutions to Gwent region, simplifying complex finance decisions for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧21.6 Miles
    3. 📍Usk
  12. 🏢

    Perspective (gould Financial Planning) Limited

    FCA reg no.
    525989
    FCA authorised date:
    04/01/11
    Gould Financial Planning, based in Cardiff, is a reputable FCA-regulated firm offering expert advice in life investments, pensions, retirement planning, and overall financial management. They provide tailored, client-centered financial solutions.
    1. ✔28 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍Cardiff
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  14. 🏢

    Ellis Lloyd Jones (financial Services) Limited

    FCA reg no.
    466367
    FCA authorised date:
    10/05/07
    Ellis Lloyd Jones, based in Newport, is a reliable financial company specializing in life investments, pensions, and retirement advice. Known for their client-focused approach, they offer personalized financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧21.6 Miles
    3. 📍Newport
  15. 🏢

    Technical Support Services Cardiff Limited

    FCA reg no.
    1013656
    FCA authorised date:
    08/06/24
    Technical Support Services Cardiff Limited is a FCA-regulated financial firm offering expert advice on life and investments, pensions, and retirement solutions, serving both individuals and businesses in Cardiff and surrounding areas.
    1. ✔2 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍Cardiff
  16. 🏢

    Uniq Family Wealth LTD

    FCA reg no.
    594440
    FCA authorised date:
    01/07/13
    Uniq Family Wealth Ltd, based near Cardiff, offers personalised financial planning services. With a team of experts, they specialise in life and investment planning, pensions advice, and managing pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧21.6 Miles
    3. 📍St Mellons
  17. 🏢

    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. 🪧21.6 Miles
    3. 📍Cowbridge
  18. 🏢

    Financial Planning (Wales) LTD

    FCA reg no.
    190597
    FCA authorised date:
    01/12/01
    Financial Planning (Wales) Ltd, a FCA-regulated firm in Cardiff, offers expert guidance on investments and retirement plans to diverse clients. They provide personalised financial strategies without resorting to jargon.
    1. ✔1 Financial Adviser
    2. 🪧21.7 Miles
    3. 📍Cardiff
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