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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 3 of 21.

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  2. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍Nr Cardiff
  3. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧5.2 Miles
    3. 📍Pontyclun
  4. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧5.2 Miles
    3. 📍Hengoed
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Cardiff
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.3 Miles
    3. 📍Caerphilly
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Cardiff
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Caerphilly
  10. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Cardiff
  11. 🏢

    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. ✔1 Financial Adviser
    2. 🪧5.4 Miles
    3. 📍Cardiff
  12. 🏢

    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.
    1. ✔3 Financial Advisers
    2. 🪧5.5 Miles
    3. 📍Hengoed
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  14. 🏢

    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.
    1. ✔4 Financial Advisers
    2. 🪧5.5 Miles
    3. 📍Cardiff
  15. 🏢

    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.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧5.9 Miles
    4. 📍Radyr
  16. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧6 Miles
    3. 📍Pontyclun
  17. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6 Miles
    3. 📍Cardiff
  18. 🏢

    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. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Cardiff
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