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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 20 of 21.

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  2. 🏢

    Clifton Wealth Partnership Portishead Limited

    FCA reg no.
    1005046
    FCA authorised date:
    28/11/23
    FCA regulated Clifton Asset Management Ltd offers comprehensive financial planning, including life insurance, investments, and retirement advice. Known for their expertise and integrity, they focus on client needs, making finance less daunting.
    1. ✔3 Financial Advisers
    2. 🪧29 Miles
    3. 📍Ham Green
  3. 🏢

    Clifton Wealth Partnership (stroud) LTD

    FCA reg no.
    991032
    FCA authorised date:
    01/02/23
    Clifton Wealth Partnership is a FCA regulated firm in Bristol, Somerset, specializing in life insurance, investment advice, and pension retirement planning. Known for their professionalism and custom-tailored services.
    1. ✔3 Financial Advisers
    2. 🪧29 Miles
    3. 📍Bristol
  4. 🏢

    Grosvenor Consultancy Limited

    FCA reg no.
    187799
    FCA authorised date:
    01/12/01
    Grosvenor Consultancy Limited is a FCA-regulated firm in Somerset offering expert financial advice, specialized in investments, pensions, insurance, and financial planning, with a client-focused approach. Serving the South West region.
    1. ✔17 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧29 Miles
  5. 🏢

    Clifton Wealth Partnership LTD

    FCA reg no.
    541273
    FCA authorised date:
    01/04/11
    Clifton Wealth Partnership Ltd, based in Somerset, offers trusted financial solutions including investment services, retirement advice, and financial planning. Known for their approachable team, they provide robust financial guidance across Greater Bristol.
    1. ✔19 Financial Advisers
    2. 🪧29 Miles
    3. 📍Bristol
  6. 🏢

    Wollen Michelmore Financial Planning LTD

    FCA reg no.
    400890
    FCA authorised date:
    17/09/10
    Wollen Michelmore Financial Planning Ltd, based in Somerset and Bristol, is a respected firm specializing in bespoke financial planning solutions including investments, pensions, and insurance. They're community-focused, reliable, and client-oriented.
    1. ✔3 Financial Advisers
    2. 🪧29 Miles
    3. 📍Bristol
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  8. 🏢

    Six Q Financial Planning Limited

    FCA reg no.
    983414
    FCA authorised date:
    07/08/23
    1. ✔3 Financial Advisers
    2. 🪧29 Miles
    3. 📍Bristol
  9. 🏢

    Clifton Compliance Services LTD

    FCA reg no.
    480676
    FCA authorised date:
    05/08/08
    is an FCA-regulated firm offering tailored financial planning services, including life and investment advice, pensions, and retirement planning in Bristol, Somerset. They are dedicated to helping individuals and businesses make informed financial decisions.
    1. ✔2 Financial Advisers
    2. 🪧29 Miles
    3. 📍Bristol
  10. 🏢

    Paradigm Norton Financial Planning LTD

    FCA reg no.
    455083
    FCA authorised date:
    01/09/06
    Paradigm Norton, a distinguished FCA regulated financial firm in Bristol, specialises in life investments, retirement planning and comprehensive financial advice, providing personalised solutions to clients across Bristol and Somerset.
    1. ✔19 Financial Advisers
    2. 🪧29 Miles
    3. 📍Bristol
  11. 🏢

    CLIFTON CONSULTING LIMITED

    FCA reg no.
    541544
    FCA authorised date:
    15/02/11
    FCA-registered Clifton Asset Management Ltd offers expert, client-centric advice on financial planning needs, including life investments and pensions. Based in Bristol, they serve Somerset and surrounding regions with dedication and precision.
    1. ✔7 Financial Advisers
    2. 🪧29 Miles
    3. 📍Bristol
  12. 🏢

    Gerald Archer

    FCA reg no.
    415388
    FCA authorised date:
    22/11/04
    Gerald Archer is a trusted, FCA regulated financial planner in Chepstow, Gloucestershire, specializing in investments, pension strategies and more, providing reliable, personalized financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧29 Miles
    3. 📍Chepstow
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  14. 🏢

    Peter Reeves

    FCA reg no.
    190706
    FCA authorised date:
    21/07/15
    Undeb Independent Financial Limited is a regulated financial firm in Swansea, offering pensions, investments, and financial planning services. Known for their dedication and client-focused approach, they provide thorough financial guidance.
    1. ✔1 Financial Adviser
    2. 🪧29.1 Miles
    3. 📍Swansea
  15. 🏢

    Thomas Financial Services LTD

    FCA reg no.
    626393
    FCA authorised date:
    27/03/24
    Thomas Financial Services Ltd, based in Sketty, Swansea, is a regulated financial solutions provider specializing in insurance, investments, pensions, and financial planning for individuals and businesses in West Glamorgan and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧29.1 Miles
    3. 📍Swansea
  16. 🏢

    Swan Wealth Management Limited

    FCA reg no.
    503447
    FCA authorised date:
    09/07/09
    Swan Wealth Management Ltd, regulated by the FCA, is based in Bristol. They're known for their diverse finance portfolio, bespoke financial planning and pensions retirement advice, offering a customer-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧29.3 Miles
    3. 📍Bristol
  17. 🏢

    Jonathan Cook Rees

    FCA reg no.
    991071
    FCA authorised date:
    02/02/23
    Swansea-based Jonathan Cook Rees is a FCA-regulated firm offering tailored financial advice and services in sectors like life investments and pension planning across West Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧29.4 Miles
    3. 📍Swansea
  18. 🏢

    Bowmore Financial Planning Limited

    FCA reg no.
    115180
    FCA authorised date:
    01/12/01
    Bowmore Financial Planning Limited is an FCA regulated firm in Bristol, offering personalized financial planning services. They provide approachable, reliable advice on pensions, retirement, life, and investments.
    1. ✔10 Financial Advisers
    2. 🪧29.5 Miles
    3. 📍Bristol
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