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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 16 of 21.

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  2. 🏢

    Laver Wealth Management Limited

    FCA reg no.
    153989
    FCA authorised date:
    01/12/01
    Laver Wealth Management Limited, based in Somerset, specializes in tailored financial planning and regulated advice on wealth management, life investments, and retirement plans. Known for client-focused, personalized services and a professional approach.
    1. ✔4 Financial Advisers
    2. 🪧22.6 Miles
    3. 📍Weston Super Mare
  3. 🏢

    Realise Financial Planning LTD

    FCA reg no.
    1018041
    FCA authorised date:
    13/09/24
    Realise Financial Planning Ltd, an FCA-registered firm in Clevedon, Somerset, provides expert advice on life investments, pensions, retirement planning and comprehensive financial planning for both local and regional clients.
    1. ✔1 Financial Adviser
    2. 🪧22.6 Miles
    3. 📍Clevedon
  4. 🏢

    Centurion Wealth Management Limited

    FCA reg no.
    509905
    FCA authorised date:
    08/02/10
    Centurion Chartered Financial Planners, based in Clevedon, Somerset, provides tailored expert advice in life investments, pensions, and retirement planning with a commitment to client satisfaction.
    1. ✔12 Financial Advisers
    2. 🪧22.7 Miles
    3. 📍Clevedon
  5. 🏢

    Coleridge Wealth Management Limited

    FCA reg no.
    917697
    FCA authorised date:
    02/12/19
    Coleridge Wealth Management Limited, based in Clevedon, Somerset, specialises in life investments, retirement planning, and regulated advice. They also provide expertise in final salary pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧22.7 Miles
    3. 📍Clevedon
  6. 🏢

    Seventy Six Financial Planning LTD

    FCA reg no.
    971702
    FCA authorised date:
    10/03/22
    Based in Weston super Mare, Somerset, Seventy Six Financial Planning Ltd offers regulated financial planning services. Their expertise includes life and investment strategies, pension retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧22.8 Miles
    3. 📍Weston Super Mare
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  8. 🏢

    HUW WATTS INDEPENDENT FINANCIAL PLANNING LIMITED

    FCA reg no.
    921826
    FCA authorised date:
    01/09/20
    Huw Watts Independent Financial Planning Ltd is a Clevedon-based firm specialising in tailored insurance solutions, investment guidance, pensions retirement advice and comprehensive financial planning mainly for Somerset clients.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧22.9 Miles
    4. 📍Clevedon
  9. 🏢

    PAUL BARNFIELD FINANCIAL PLANNING LTD

    FCA reg no.
    604713
    FCA authorised date:
    22/07/13
    Based in Somerset, Vision IFP is a FCA-regulated financial solutions provider, known for personalized financial planning in investments, pensions, and retirement. They stand out for their professionalism, approachability, and client-focused service.
    1. ✔1 Financial Adviser
    2. 🪧23.1 Miles
    3. 📍Weston Super Mare
  10. 🏢

    Explore Money LTD

    FCA reg no.
    942083
    FCA authorised date:
    30/12/20
    Mawbey Independent Financial Advice, based in Somerset, offers tailored financial solutions including life planning, pensions advice, and comprehensive financial planning, driven by a client-centric approach and regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧23.3 Miles
    3. 📍Weston Super Mare
  11. 🏢

    John Katsouris & Company

    FCA reg no.
    215445
    FCA authorised date:
    31/05/05
    John Katsouris & Company is a credible, FCA regulated financial services firm based in Somerset, offering tailored advice on life insurance, investments, pensions and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧23.5 Miles
    3. 📍Weston Super Mare
  12. 🏢

    Aureus Wealth Management LTD

    FCA reg no.
    976592
    FCA authorised date:
    25/04/25
    Aureus Wealth Management Ltd is a Somerset-based financial services firm specialising in life insurance, investments, and pensions. Known for their personalised, reliable service, they offer comprehensive planning solutions for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧23.5 Miles
    3. 📍Weston Super Mare
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  14. 🏢

    Jonathan West

    FCA reg no.
    914005
    FCA authorised date:
    24/09/19
    Jonathan West is a revered Somerset-based financial services firm, specialising in pensions retirement advice and financial planning. Known for client-focused approach, the FCA-regulated team serves Greater Manchester and beyond.
    1. ✔1 Financial Adviser
    2. 🪧23.7 Miles
    3. 📍Weston Super Mare
  15. 🏢

    Lab Financial Planning LTD

    FCA reg no.
    1002078
    FCA authorised date:
    22/09/23
    FCA-regulated firm, Lab Financial Planning Ltd, offers expert services in life and investment advice, and pension transfers. Based in Weston Super Mare, Somerset, we specialise in tailored pensions and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧23.9 Miles
    3. 📍Weston Super Mare
  16. 🏢

    Fiveways Financial Planning Limited

    FCA reg no.
    608678
    FCA authorised date:
    12/05/14
    Fiveways Financial Planning Limited, based in Weston super Mare, Somerset, offers expert life investments, pensions retirement advice and final salary pension transfers, dedicated to helping clients secure their financial futures.
    1. ✔7 Financial Advisers
    2. 🪧23.9 Miles
    3. 📍Weston Super Mare
  17. 🏢

    PBF Wealth Management LTD

    FCA reg no.
    611215
    FCA authorised date:
    03/12/13
    PBF Wealth Management Ltd, based in Somerset, is a FCA-regulated financial firm offering comprehensive services across the UK, including life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧24 Miles
    3. 📍Weston Super Mare
  18. 🏢

    VISION WEST & WALES LIMITED

    FCA reg no.
    783489
    FCA authorised date:
    05/07/17
    Vision West & Wales Limited is a FCA regulated financial firm based in Somerset, offering comprehensive financial services - including life investments and retirement planning - with client-focused approach and decades of experience.
    1. ✔2 Financial Advisers
    2. 🪧24 Miles
    3. 📍Weston Super Mare
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