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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 2 of 21.

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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧3.8 Miles
    3. 📍Cardiff
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍South Wales
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Rhondda Cynon Taff
  5. 🏢

    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.
    1. ✔7 Financial Advisers
    2. 🪧4.2 Miles
    3. 📍Talbot Green
  6. 🏢

    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.
    1. ✔9 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧4.2 Miles
    4. 📍Talbot Green
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  8. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧4.5 Miles
    3. 📍Caerphilly
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Pontyclun
  10. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧4.8 Miles
    3. 📍Caerphilly
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Porth
  12. 🏢

    WPS Wealth Limited

    FCA reg no.
    1023571
    FCA authorised date:
    01/04/25
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧4.8 Miles
    4. 📍Cardiff
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  14. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Cardiff
  15. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Pontyclun
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Caerphilly
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Pontyclun
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.1 Miles
    3. 📍Cardiff
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