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 2 of 21.
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MIKE GRIFFITHS LTD
- FCA reg no.
- 721539
- FCA authorised date:
- 09/05/16
Cardiff-based MIKE GRIFFITHS LTD is a trusted financial services firm providing expert advice in areas like life and investments, retirement planning, and systematic financial planning to local families and individuals.- ✔1 Financial Adviser
- 🪧3.8 Miles
- 📍Cardiff
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MG Asset Planning LTD
- FCA reg no.
- 1031859
- FCA authorised date:
- 16/04/25
MG Asset Planning Ltd, a trusted financial services provider in South Wales, offers quality, FCA-regulated advice on investments, retirement planning, and more, catering to clients across Mid Glamorgan and beyond.- ✔1 Financial Adviser
- 🪧4 Miles
- 📍South Wales
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Lifestyle Pensions and Investments LTD
- FCA reg no.
- 831668
- FCA authorised date:
- 01/08/19
Lifestyle Pensions and Investments Ltd is a reliable financial services provider in Talbot Green, specialising in insurance, investments, pensions advice, and financial planning. Regulated by FCA and client-focused, it serves the Mid Glamorgan region.- ✔1 Financial Adviser
- 🪧4.2 Miles
- 📍Rhondda Cynon Taff
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Finli (PDB) LTD
- FCA reg no.
- 802430
- FCA authorised date:
- 19/01/24
PDB Wealth Partners Ltd is an FCA regulated financial planning firm in Talbot Green, Mid Glamorgan, specializing in life, investments and retirement advice. They are renowned for tailored services and client-focused advising across GB.- ✔7 Financial Advisers
- 🪧4.2 Miles
- 📍Talbot Green
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Vale Independent Financial Advisers Limited
- FCA reg no.
- 491461
- FCA authorised date:
- 06/02/09
Vale Independent Financial Advisers Limited offers a wide range of financial services, including planning and investment advice. Regulated by the FCA, they provide unbiased, reliable guidance for diverse customers across GB.- ✔9 Financial Advisers
- ✔1 Mortgage Broker
- 🪧4.2 Miles
- 📍Talbot Green
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Thomas, Carroll Independent Financial Advisers Limited
- FCA reg no.
- 450497
- FCA authorised date:
- 03/07/06
Thomas, Carroll Independent Financial Advisers Limited located in Caerphilly, Gwent offers specialised financial advice on investments, pensions, and retirement planning. Ensures adherence to high standards, serving clients with reliable, regulated advice.- ✔3 Financial Advisers
- 🪧4.5 Miles
- 📍Caerphilly
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MJS Financial Services LTD
- FCA reg no.
- 946843
- FCA authorised date:
- 10/03/21
MJS Financial Services, located in Pontyclun, is a trusted firm providing FCA-regulated financial services including life investments, pensions advice, and comprehensive financial planning across Mid Glamorgan and beyond.- ✔1 Financial Adviser
- 🪧4.8 Miles
- 📍Pontyclun
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Gregory Davies Wealth Management LTD
- FCA reg no.
- 923669
- FCA authorised date:
- 10/12/24
Regulated by the FCA, Gregory Davies Wealth Management Ltd. provides tailored financial services including insurance, investments and pensions. Based in Caerphilly, they're known for their professional, approachable and strategic wealth management advice.- ✔2 Financial Advisers
- 🪧4.8 Miles
- 📍Caerphilly
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Steven James
- FCA reg no.
- 824620
- FCA authorised date:
- 31/10/18
FCA-regulated firm, Steven James, delivers comprehensive financial planning and regulated advice from Tonyrefail. The dedicated team offers investment management, pension transfers, and retirement advice to secure clients' financial future.- ✔1 Financial Adviser
- 🪧4.8 Miles
- 📍Porth
- ✔4 Financial Advisers
- ✔1 Mortgage Broker
- 🪧4.8 Miles
- 📍Cardiff
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First Option
- FCA reg no.
- 431351
- FCA authorised date:
- 01/06/05
FCA registered First Option is a premier financial advisory firm in Tongwynlais, Cardiff. Offering services like life and investment management, retirement advice, and comprehensive financial planning, it's known for its client-focused approach.- ✔1 Financial Adviser
- 🪧5 Miles
- 📍Cardiff
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Acumen Associate Financial Services LTD
- FCA reg no.
- 774649
- FCA authorised date:
- 08/06/17
Acumen Associate Financial Services Ltd is a distinguished FCA-recognized financial firm based in Pontyclun, specializing in life investments and pensions retirement advice for all levels of investors.- ✔1 Financial Adviser
- 🪧5 Miles
- 📍Pontyclun
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The Rutherford Lewis & Read Partnership
- FCA reg no.
- 195527
- FCA authorised date:
- 31/05/05
Rutherford Lewis & Read, a FCA regulated financial services provider in Gwent, Caerphilly, offers comprehensive investment advice, pension guidance, financial planning and more to clients across the region.- ✔1 Financial Adviser
- 🪧5 Miles
- 📍Caerphilly
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WILCOX FINANCIAL PLANNING LTD
- FCA reg no.
- 672288
- FCA authorised date:
- 08/06/15
Wilcox Financial Planning Limited, based in Pontyclun, offers expert FCA-regulated advice on life and investment planning, pensions, and retirement solutions, serving clients from new investors to experienced retirees.- ✔1 Financial Adviser
- 🪧5 Miles
- 📍Pontyclun
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Lisa Griffiths
- FCA reg no.
- 914623
- FCA authorised date:
- 07/10/19
Lisa Griffiths is a Cardiff-based financial expert, specialising in life investments and pensions. Offering customised, regulated financial planning across South Glamorgan, she is known for her client-centric approach. FCA regulated: 914623.- ✔1 Financial Adviser
- 🪧5.1 Miles
- 📍Cardiff
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