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Find FCA registered Financial Advisers Near Me in Treforest CF37


We have found 307 relevant financial adviser firms within 30 miles of Treforest CF37. Showing page 15 of 21.

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  2. 🏢

    Custodian Wealth LTD

    FCA reg no.
    794639
    FCA authorised date:
    03/11/23
    Experienced Project Manager with a strong background in information technology and business analysis. Proven ability to lead teams, manage projects, and improve efficiency.
    1. ✔1 Financial Adviser
    2. 🪧20.1 Miles
    3. 📍Abergavenny
  3. 🏢

    Exley financial planning LTD

    FCA reg no.
    216030
    FCA authorised date:
    31/05/05
    Exley Financial Planning Ltd is a client-focused, FCA-regulated financial services company based in Llanfoist, specialising in life, investments, pensions, and retirement planning. Known for approachability and comprehensive, tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧20.4 Miles
    3. 📍Llanfoist
  4. 🏢

    David Charles Hesketh

    FCA reg no.
    541529
    FCA authorised date:
    11/04/11
    David Hesketh IFA is a reputable, FCA-regulated financial advisory firm in Baglan, providing expert advice on insurance, investments, retirement planning and personalised financial strategies. Known for its client-focused approach and easy-to-understand financial concepts.
    1. ✔1 Financial Adviser
    2. 🪧20.5 Miles
    3. 📍Port Talbot
  5. 🏢

    O'Loughlin Wealth Management

    FCA reg no.
    630643
    FCA authorised date:
    21/08/14
    O'Loughlin Wealth Management is a trusted, FCA-regulated financial advisory firm in Crickhowell, providing personalized financial solutions including retirement planning and investment advice across Powys and GB territories.
    1. ✔1 Financial Adviser
    2. 🪧20.5 Miles
    3. 📍Crickhowell
  6. 🏢

    Wealth Doctor Financial Planning LTD

    FCA reg no.
    625181
    FCA authorised date:
    13/05/24
    Wealth Doctor, a trusted FCA-approved financial services firm based in Abergavenny, offers expert advice on financial matters including life and investments, pensions, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧20.7 Miles
    3. 📍Abergavenny
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  8. 🏢

    IAM Financial Services LTD

    FCA reg no.
    624638
    FCA authorised date:
    01/12/14
    IAM Financial Services Ltd is a notable, FCA-regulated firm in Abergavenny, providing bespoke financial solutions with specializations in life investments, pensions, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧20.7 Miles
    3. 📍Abergavenny
  9. 🏢

    Langford Turnbull Limited

    FCA reg no.
    928002
    FCA authorised date:
    17/06/20
    2plan Wealth Management is a trusted, FCA-regulated financial services firm based in Abergavenny, Gwent, providing specialised advice on investments, insurance, retirement planning and more, with a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧20.7 Miles
    3. 📍Abergavenny
  10. 🏢

    Premier Financial Services (WM) LTD

    FCA reg no.
    799084
    FCA authorised date:
    19/01/18
    Premier Financial Services (WM) Ltd is a renowned FCA registered finance firm based in Gwent, offering diverse services from insurance to comprehensive financial planning for individuals and businesses.
    1. ✔3 Financial Advisers
    2. 🪧20.9 Miles
    3. 📍Abergavenny
  11. 🏢

    Fielding Financial Services Chepstow LTD

    FCA reg no.
    918169
    FCA authorised date:
    23/07/20
    Fielding Financial Services Chepstow Ltd is a FCA-regulated firm providing comprehensive financial advice including insurance, pensions, and investment planning in Gwent and surrounding counties.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧20.9 Miles
    4. 📍Abergavenny
  12. 🏢

    HOWARD EVANS FINANCIAL SERVICES LIMITED

    FCA reg no.
    436295
    FCA authorised date:
    13/09/05
    Howard Evans Financial Services, based in Neath, West Glamorgan, is a trusted provider of regulated financial advice, offering comprehensive services such as life and investment planning, and pension retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧21 Miles
    3. 📍Neath
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  14. 🏢

    DWJ Wealth Management LTD

    FCA reg no.
    630640
    FCA authorised date:
    21/08/14
    DWJ Wealth Management Ltd, near Swansea, offers professional, approachable financial services including life investments and retirement advice. Noted for their tailored, client-centered approach, they are regulated under FCA number 630640.
    1. ✔2 Financial Advisers
    2. 🪧21.1 Miles
    3. 📍Port Talbot
  15. 🏢

    Steven Davies

    FCA reg no.
    569697
    FCA authorised date:
    28/05/15
    Steven Davies is a reputable FCA-regulated financial planning firm in Neath, West Glamorgan, providing advice on investments, pensions, and final salary pension transfers. Committed to personalized client solutions.
    1. ✔1 Financial Adviser
    2. 🪧21.2 Miles
    3. 📍Neath
  16. 🏢

    OAKDALE FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    228222
    FCA authorised date:
    21/01/04
    OAKDALE FINANCIAL MANAGEMENT LIMITED, located near Crickhowell, is renowned for expert financial planning and regulated advice in Powys and surrounding regions. Known for their client-focused strategies, they specialize in life investments and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧21.4 Miles
    3. 📍Crickhowell
  17. 🏢

    QC Financial Management Limited

    FCA reg no.
    606610
    FCA authorised date:
    02/01/14
    QC Financial Management Limited is a regulated financial services firm offering expert life, investment, and pensions advice, providing comprehensive, tailored financial planning solutions for individuals around Gwent.
    1. ✔1 Financial Adviser
    2. 🪧22.2 Miles
    3. 📍Chepstow
  18. 🏢

    Mayfair Associates

    FCA reg no.
    210617
    FCA authorised date:
    31/05/05
    Mayfair Town & Country, a premier financial services firm in Somerset, specialises in personalised financial advice and solutions. Known for its professional and approachable style, it's regulated by the FCA.
    1. ✔2 Financial Advisers
    2. 🪧22.3 Miles
    3. 📍Weston Super Mare
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