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 3 of 21.
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Llewellyn Financial Solutions LTD
- FCA reg no.
- 458144
- FCA authorised date:
- 04/10/06
Llewellyn Financial Solutions Ltd, near Cardiff, is a FCA-regulated firm offering expert financial planning, investment and pension advice tailored to various life stages. Specialises in life investments and final salary pension transfers.- ✔1 Financial Adviser
- 🪧5.2 Miles
- 📍Nr Cardiff
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EST Wealth LTD
- FCA reg no.
- 921582
- FCA authorised date:
- 23/09/20
EST Wealth Ltd is an FCA-regulated financial services company based in Groesfaen, offering tailored advice in investment planning, pensions and retirement across South Glamorgan and beyond.- ✔3 Financial Advisers
- 🪧5.2 Miles
- 📍Pontyclun
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Rapport Financial Planning LTD
- FCA reg no.
- 525407
- FCA authorised date:
- 07/01/11
Rapport Financial Planning Ltd provides expert, FCA regulated advice on life, investments, and pensions retirement, with a service reaching Wales and beyond. Specialising in transparent, jargon-free strategies for financial needs.- ✔3 Financial Advisers
- 🪧5.2 Miles
- 📍Hengoed
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Withycombe Financial Services Limited
- FCA reg no.
- 842433
- FCA authorised date:
- 18/11/19
Located in Cardiff, Withycombe Financial Services Limited is a leading financial firm regulated by the FCA that offers valuable advice on life and investments, pensions retirement planning, and comprehensive financial planning.- ✔1 Financial Adviser
- 🪧5.3 Miles
- 📍Cardiff
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Servini Financial Planning Limited
- FCA reg no.
- 823801
- FCA authorised date:
- 01/04/19
Servini Financial Planning Limited, based in Caerphilly, Gwent, provides comprehensive, FCA regulated financial services, specialising in life and investment planning, retirement advice, and all-encompassing financial planning.- ✔1 Financial Adviser
- 🪧5.3 Miles
- 📍Caerphilly
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Paul Bird
- FCA reg no.
- 563514
- FCA authorised date:
- 31/08/11
Paul Bird is an FCA-regulated financial advisory firm in Cardiff, providing personalised advice in life investments, pensions, final salary pension transfers, and financial planning to the South Glamorgan area.- ✔1 Financial Adviser
- 🪧5.4 Miles
- 📍Cardiff
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Sherald Ann Waterhouse-trew
- FCA reg no.
- 915901
- FCA authorised date:
- 28/10/19
Sherald Ann Waterhouse-Trew, an FCA regulated firm in Caerphilly, Gwent, specializes in financial services like life insurance and pension advice, serving a diverse client base with professional integrity.- ✔1 Financial Adviser
- 🪧5.4 Miles
- 📍Caerphilly
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Kingsley Wealth Management LTD
- FCA reg no.
- 968911
- FCA authorised date:
- 31/01/22
2. Kingsley Wealth Management is a Cardiff-based firm offering dynamic financial planning and retirement advice to clients in Gwent and beyond, specializing in life investments and final salary pension transfers.- ✔1 Financial Adviser
- 🪧5.4 Miles
- 📍Cardiff
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Lyles' Independent Financial Advice Limited
- FCA reg no.
- 740148
- FCA authorised date:
- 06/02/24
Lyles' Independent Financial Advice Limited is a trusted, FCA regulated firm in St. Fagans, offering personalised financial guidance and planning in investments, pensions, and retirement across South Glamorgan.- ✔1 Financial Adviser
- 🪧5.4 Miles
- 📍Cardiff
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Stellar Financial Planning LTD
- FCA reg no.
- 1016442
- FCA authorised date:
- 05/08/24
Stellar Financial Planning Ltd provides comprehensive financial solutions, specializing in final salary pension transfers and client-focused financial planning across Gwent. They assure a secure financial future with regulated advice.- ✔3 Financial Advisers
- 🪧5.5 Miles
- 📍Hengoed
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D.s. HOWELL FINANCIAL SERVICES LIMITED
- FCA reg no.
- 428904
- FCA authorised date:
- 19/04/05
FCA-regulated D.S. Howell Financial Services Limited offers effective financial solutions and personalised advice in Cardiff and South Glamorgan. Specialists in life and investments, pensions retirement advice, and comprehensive financial planning.- ✔4 Financial Advisers
- 🪧5.5 Miles
- 📍Cardiff
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Financial Planning Business Limited
- FCA reg no.
- 598887
- FCA authorised date:
- 17/04/13
Financial Planning Business Limited is an FCA-regulated firm in Radyr, South Glamorgan, offering comprehensive financial services, including pensions advice and investment planning, with a client-centred approach.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧5.9 Miles
- 📍Radyr
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Browne & Brown IFA Limited
- FCA reg no.
- 954619
- FCA authorised date:
- 13/07/21
A renowned, FCA regulated financial firm, Browne & Brown IFA Limited offers expert financial advice, including life and investments, pensions, and financial planning. The client-focused firm provides tailored solutions catering to individual financial needs.- ✔2 Financial Advisers
- 🪧6 Miles
- 📍Pontyclun
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Jon Griffiths
- FCA reg no.
- 925896
- FCA authorised date:
- 11/05/20
Jon Griffiths is a Cardiff-based, FCA-regulated financial planning firm offering comprehensive solutions like investments, pensions and final salary pension transfers, specialising in life and retirement advice across South Glamorgan.- ✔1 Financial Adviser
- 🪧6 Miles
- 📍Cardiff
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The Jon & Julia Wooller Partnership
- FCA reg no.
- 214974
- FCA authorised date:
- 31/05/05
Based in Cardiff, Jon Wooller offers a variety of financial planning services including life and investments, and tailored pension advice. Regulated by the FCA, they focus on securing clients' financial futures.- ✔1 Financial Adviser
- 🪧6.1 Miles
- 📍Cardiff
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