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Find FCA registered Financial Advisers Near Me in Treforest CF37

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We have found 307 relevant financial adviser firms within 30 miles of Treforest CF37. Showing page 1 of 21.

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  2. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧9.9 Miles
    2. 📍Cwmbran
    ★★★★⯨
  3. 🏢

    Castra Financial

    FCA reg no.
    845715
    FCA authorised date:
    14/04/20
    Financial Planner within an Independent Financial Advice Firm, helping people understand their number to live their best lives.
    1. ✔3 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Cwmbran
    ★★★★⯨
  4. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧13.3 Miles
    4. 📍Tredegar
  5. 🏢

    Financial Planning Solutions LTD

    FCA reg no.
    480455
    FCA authorised date:
    07/05/08
    Helping our clients live the lifestyle they aspire to both now and in retirement without fear of running out of money.
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £250,000
    3. ✔Min Assets: £250,000
    4. 🪧13.4 Miles
    5. 📍Cwmbran
  6. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧40.4 Miles
    3. 📍Taunton
  7. 🏢

    Ian D Campbell Independent Financial Services LTD

    FCA reg no.
    771110
    FCA authorised date:
    07/02/17
    Ian D Campbell Independent Financial Services Ltd is a trusted Pontypridd-based firm providing tailored financial services, including insurance, investments, and pensions retirement advice, regulated by the FCA. Known for their client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Pontypridd
  8. 🏢

    Diligent Wealth Planning Limited

    FCA reg no.
    709682
    FCA authorised date:
    09/12/15
    Diligent Wealth Planning Limited is a reliable financial planning service in Pontypridd, offering expert advice on insurance, investment management, and retirement planning to a diverse clientele.
    1. ✔2 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Pontypridd
  9. 🏢

    Tungsten Financial LTD

    FCA reg no.
    1012243
    FCA authorised date:
    15/05/24
    Tungsten Financial Ltd, an FCA-regulated firm based in Pontypridd, offers bespoke financial advice and services, including life insurance, investments, retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Pontypridd
  10. 🏢

    TAYLORED FINANCIAL PLANNING LTD

    FCA reg no.
    740030
    FCA authorised date:
    05/09/16
    R K Financial Services Ltd is a FCA-regulated financial planning firm in Pontypridd, Mid Glamorgan, offering tailored advice on life insurance, investments, and pensions retirement.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Pontypridd
  11. 🏢

    Kingswood Financial Advisors

    FCA reg no.
    455859
    FCA authorised date:
    16/10/06
    Kingswood Financial Advisors, Pontypridd, offer expert advice on life investments, pensions, and strategic financial planning. Known for tailored services, they provide well-regulated, comprehensive financial guidance to the Greater Manchester area.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Pontypridd
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  13. 🏢

    OVAL FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    564990
    FCA authorised date:
    16/11/11
    Oval Financial Management Ltd is a regulated financial planning firm in Treforest, Mid Glamorgan, specialising in life insurance, investments, and pensions retirement advice with a personalised approach.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Treforest
  14. 🏢

    Nucleus Wealth Planning Limited

    FCA reg no.
    844903
    FCA authorised date:
    02/03/20
    Nucleus Wealth Planning Limited, an FCA-registered firm based in Pontypridd, offers tailored financial planning services, specializing in life and investment advice, and strategic pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Pontypridd
  15. 🏢

    CHRIS LEACH and ASSOCIATES LIMITED

    FCA reg no.
    563997
    FCA authorised date:
    03/01/12
    Chris Leach & Associates Ltd, based in Cardiff, offers regulated financial services such as life insurance, investments, pensions, and retirement advice. They are dedicated to personalised planning for individuals and families' financial futures.
    1. ✔3 Financial Advisers
    2. 🪧3.5 Miles
    3. 📍Cardiff
  16. 🏢

    Owens Wealth Management LTD

    FCA reg no.
    983079
    FCA authorised date:
    12/09/22
    Owens Wealth Management Ltd, a FCA regulated financial services firm, specializes in providing tailored advice on life investments, pensions, and comprehensive financial planning to the Mid Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Pontypridd
  17. 🏢

    LEABOLD FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    402291
    FCA authorised date:
    15/09/04
    Based in Abercynon, Mid Glamorgan, Leabold Financial Management Ltd is an FCA-regulated firm specialising in professional financial services including insurance, investments, and comprehensive financial planning across South Wales.
    1. ✔2 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Abercynon
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