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 5 of 21.
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Financial Life Planning Limited
- FCA reg no.
- 928734
- FCA authorised date:
- 09/12/20
Based in Llandaff, Cardiff, Financial Life Planning Limited provides specialised advice on pensions, retirements, and life investments. Known for expertise in final salary pension transfers and strategic financial planning. Regulated by FCA.- ✔2 Financial Advisers
- 🪧7.4 Miles
- 📍Cardiff
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Lowndes Halsden & Partners Limited
- FCA reg no.
- 150469
- FCA authorised date:
- 01/12/01
Lowndes Halsden & Partners Limited in Cardiff offers regulated financial advice, wealth management, and investment services. Specialising in insurance, pensions, and retirement plans, they serve South Glamorgan with a client-focused approach.- ✔6 Financial Advisers
- 🪧7.4 Miles
- 📍Cardiff
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Ross Mitchell
- FCA reg no.
- 795022
- FCA authorised date:
- 24/11/17
Ross Mitchell is a Cardiff-based financial planning firm offering bespoke advice on life investments and pensions, specialising in pension transfers and retirement planning, renowned for its client-focused approach.- ✔1 Financial Adviser
- 🪧7.4 Miles
- 📍Cardiff
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Whitchurch IFA Limited
- FCA reg no.
- 572461
- FCA authorised date:
- 30/04/12
Whitchurch IFA Limited, an FCA-regulated firm in Cardiff, offers personalised financial services including life investments and retirement advice to individuals and families in the South Glamorgan region.- ✔1 Financial Adviser
- 🪧7.5 Miles
- 📍Cardiff
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Seven Financial UK Limited
- FCA reg no.
- 602051
- FCA authorised date:
- 01/10/13
Cardiff-based Seven Financial Group offers regulated financial advice on pensions, investments, and life segments. Their experienced team provides custom-fit strategies, prioritising client needs with a friendly, professional approach.- ✔8 Financial Advisers
- 🪧7.5 Miles
- 📍Cardiff
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Thomas Davies
- FCA reg no.
- 954228
- FCA authorised date:
- 06/07/21
Thomas Davies is a Ferndale-based financial planning firm known for its optimal investment strategies and focused pension advice. Regulated by FCA, it offers client-centric, tailored services to meet individual financial needs.- ✔1 Financial Adviser
- 🪧7.6 Miles
- 📍Ferndale
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Mistral Consultancy Limited
- FCA reg no.
- 224475
- FCA authorised date:
- 03/11/03
Mistral Consultancy Limited is a reliable FCA regulated financial services firm in Mountain Ash, specialising in investment planning, retirement advice and financial planning for clients in Greater Manchester and the UK.- ✔1 Financial Adviser
- 🪧7.7 Miles
- 📍Mountain Ash
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Ben Stringer
- FCA reg no.
- 970720
- FCA authorised date:
- 25/02/22
Cardiff-based FCA-regulated firm, Ben Stringer, specialises in strategic financial planning and regulated advice. Offering services like investment planning and pension retirement advice, they tailor bespoke solutions to individual needs.- ✔1 Financial Adviser
- 🪧7.8 Miles
- 📍Cardiff
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Bridgewood Independent Financial Advice LTD
- FCA reg no.
- 923322
- FCA authorised date:
- 26/03/20
Bridgewood Independent Financial Advice Ltd is a FCA regulated financial service provider in Blackwood, Gwent, specializing in bespoke financial planning and advice, pensions, investments, and final salary pension transfers.- ✔2 Financial Advisers
- 🪧7.8 Miles
- 📍Blackwood
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IWM Wealth Management LTD
- FCA reg no.
- 785950
- FCA authorised date:
- 03/08/17
IWM Wealth Management Ltd, an FCA-registered firm in Blackwood, Gwent, specialises in providing regulated advice on investments, life and pensions retirement. They offer tailored financial planning services with a friendly approach.- ✔2 Financial Advisers
- 🪧7.9 Miles
- 📍Blackwood
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Skylark Wealth Management Limited
- FCA reg no.
- 942212
- FCA authorised date:
- 04/01/21
Cardiff-based Skylark Wealth Management Limited offers financial planning services, including life investments and retirement advice. The FCA-regulated firm provides tailored pension advice and final salary pension transfers.- ✔1 Financial Adviser
- 🪧8 Miles
- 📍Cardiff
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Cathedral Financial Services LLP
- FCA reg no.
- 438073
- FCA authorised date:
- 10/11/05
Cathedral Financial Services LLP, located in Cardiff, is a fully FCA regulated firm offering expert financial planning and advice. They specialize in life insurance, investments, pensions, and retirement advice.- ✔2 Financial Advisers
- 🪧8 Miles
- 📍Cardiff
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Mulberry Wealth Management Limited
- FCA reg no.
- 499351
- FCA authorised date:
- 28/05/09
Mulberry Wealth Management, an FCA-regulated financial firm in Cardiff, specialises in crafting tailored portfolios and advising on insurance, investments, pensions and retirement planning.- ✔8 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧8.1 Miles
- 📍Cardiff
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Solosy Wealth Management Limited
- FCA reg no.
- 732361
- FCA authorised date:
- 18/01/16
Solosy Wealth Management Limited is a renowned financial services firm in Cardiff, offering reliable life and investment management, pensions retirement advice, and overall financial planning tailored to individual needs.- ✔2 Financial Advisers
- 🪧8.1 Miles
- 📍Cardiff
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MULBERRY WEALTH CLIENT SERVICES LIMITED
- FCA reg no.
- 197003
- FCA authorised date:
- 01/12/01
Regulated by the FCA, Mulberry Wealth Client Services Limited is a reputable Cardiff-based financial firm offering expert advice on life, investments, retirement and financial planning tailored to individual needs.- ✔8 Financial Advisers
- ✔1 Mortgage Broker
- 🪧8.1 Miles
- 📍Cardiff
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