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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 4 of 21.

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  2. 🏢

    Longwood Financial Planning Limited

    FCA reg no.
    736323
    FCA authorised date:
    28/05/24
    Longwood Financial Planning Limited, based in Cardiff, offers personalised financial services and unbiased advice on wealth management, pension retirement, and overall financial planning. They focus on building strong client relationships and achieving client financial objectives.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Cardiff
  3. 🏢

    Rhodri Samuel

    FCA reg no.
    1022362
    FCA authorised date:
    06/12/24
    Rhodri Samuel, a trusted firm based in Cardiff, offers expert financial planning, regulated pension advice, and personalised investment guidance. Known for its comprehensive, transparent, and FCA-regulated services.
    1. ✔1 Financial Adviser
    2. 🪧6.2 Miles
    3. 📍Cardiff
  4. 🏢

    Caer IFA LTD

    FCA reg no.
    1040130
    FCA authorised date:
    08/09/25
    Caer IFA Ltd, based in Cardiff, is a trusted FCA-regulated financial planning firm. They offer comprehensive services like life insurance, investments, pensions advice, and specialize in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Cardiff
  5. 🏢

    Abram Partnership LTD

    FCA reg no.
    501657
    FCA authorised date:
    28/07/20
    Abram Partnership Ltd is a Cardiff-based, FCA-regulated financial firm offering diverse services like insurance, investments, and pension advice, known for their tailored solutions and approachable nature.
    1. ✔4 Financial Advisers
    2. 🪧6.3 Miles
    3. 📍Cardiff
  6. 🏢

    SAVVY WEALTH MANAGEMENT LTD

    FCA reg no.
    562795
    FCA authorised date:
    07/11/11
    Savvy Wealth Management Ltd is a trusted, FCA-regulated provider of comprehensive financial solutions specialising in life investments, pensions retirement advice and financial planning in Mid Glamorgan and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧6.4 Miles
    3. 📍Pontyclun
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  8. 🏢

    Jacobs and Harris Limited

    FCA reg no.
    588166
    FCA authorised date:
    15/04/13
    Jacobs and Harris Limited, a reputable FCA-regulated financial advisory firm based in Thornhill, Cardiff, offers tailored financial solutions including investment planning, pensions advice, and overarching financial planning.
    1. ✔2 Financial Advisers
    2. 🪧6.5 Miles
    3. 📍Cardiff
  9. 🏢

    Millfield Wealth Management LTD

    FCA reg no.
    769590
    FCA authorised date:
    17/01/17
    Cardiff-based Millfield Wealth Management Ltd is a trusted, approachable firm specializing in financial planning, pensions retirement advice, and final salary pension transfers, offering tailored, regulated services to meet individual needs.
    1. ✔3 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍Cardiff
  10. 🏢

    AMG Wealth Solutions LLP

    FCA reg no.
    517892
    FCA authorised date:
    16/08/10
    AMG Wealth Solutions LLP is a Cardiff-based regulated firm specializing in personalized financial planning services, including life investments and retirement advice, serving individuals and businesses across South Glamorgan.
    1. ✔3 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍Cardiff
  11. 🏢

    Nicola Turner

    FCA reg no.
    1016124
    FCA authorised date:
    27/06/24
    Nicola Turner is a regulated financial firm in Cardiff, specialising in life investments and pensions retirement advice. Known for their approachable, client-focused services, they expertly assist in financial planning and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.7 Miles
    3. 📍Cardiff
  12. 🏢

    David Reid

    FCA reg no.
    1013723
    FCA authorised date:
    10/06/24
    Based in Cardiff, David Reid is an FCA-registered financial firm specializing in pensions, investments, and financial planning. Known for client-centric, tailored services, it extends to individuals and businesses in South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Cardiff
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  14. 🏢

    Hayman Watkin Davies LTD

    FCA reg no.
    836962
    FCA authorised date:
    02/10/19
    Based in Cardiff, Hayman Watkin Davies Ltd offers specialized financial services, including life investments and pension advice, with a client-focused approach. They are FCA regulated and known for their professionalism and understanding.
    1. ✔2 Financial Advisers
    2. 🪧6.8 Miles
    3. 📍Cardiff
  15. 🏢

    Coote Financial Planning LTD

    FCA reg no.
    1047124
    FCA authorised date:
    13/12/25
    Coote Financial Planning Ltd offers comprehensive financial services including life and investment advice, pensions, and retirement advice. Regulated by the FCA, they are known for their approachable service and tailored client solutions.
    1. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍Blackwood
  16. 🏢

    NTM FINANCIAL SERVICES LIMITED

    FCA reg no.
    589715
    FCA authorised date:
    02/01/13
    NTM Financial Services, FCA registered, specialises in personalised financial planning, including life and investment advice, as well as pension and retirement guidance. Their client-focused approach prioritises individual needs and long-term financial stability.
    1. ✔4 Financial Advisers
    2. 🪧7.2 Miles
    3. 📍Cardiff
  17. 🏢

    Pure Wealth Management Limited

    FCA reg no.
    826357
    FCA authorised date:
    13/06/19
    Located in Cardiff, Pure Wealth Management offers personalised financial services including life and investments, pensions retirement advice, and financial planning. Known for their client-focused approach, they help secure your financial future.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧7.3 Miles
    4. 📍Cardiff
  18. 🏢

    Adam Hughes Wealth Management LTD

    FCA reg no.
    946291
    FCA authorised date:
    04/03/21
    Adam Hughes Wealth Management Ltd. is a Cardiff based, FCA regulated wealth management company specialising in financial planning solutions for individuals and businesses with a client-centric approach.
    1. ✔2 Financial Advisers
    2. 🪧7.3 Miles
    3. 📍Cardiff
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