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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 9 of 21.

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  2. 🏢

    ROCKWEALTH CARDIFF LTD

    FCA reg no.
    944341
    FCA authorised date:
    04/02/21
    Rockwealth Cardiff Ltd, a premier financial planning firm, provides strategic financial services including investments, pensions, and life insurance. Known for quality regulated advice, they specialise in retirement planning and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Cardiff
  3. 🏢

    ARCHYTAS STRATEGIC PLANNING LIMITED

    FCA reg no.
    609841
    FCA authorised date:
    01/04/14
    Archytas Strategic Planning is a Cardiff-based firm, providing regulated financial advice, including life and investment planning and retirement advice. Known for their personalized approach, they serve both first-time buyers and seasoned investors.
    1. ✔2 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Cardiff
  4. 🏢

    The Money Partnership Limited

    FCA reg no.
    954255
    FCA authorised date:
    09/05/22
    Newport-based The Money Partnership Limited offers personalised financial services including life investments, retirement planning and pensions advice. FCA-registered with a focus on tailored solutions for diverse clientele.
    1. ✔3 Financial Advisers
    2. ✔4 Mortgage Brokers
    3. 🪧9.9 Miles
    4. 📍Newport
  5. 🏢

    Anchorage Wealth & Planning

    FCA reg no.
    1025659
    FCA authorised date:
    15/02/25
    FCA-regulated Anchorage Wealth & Planning offers expert financial advice in Penllyn and adjacent areas. Specialising in life and investments, pensions retirement advice, and final salary pension transfers. Prioritising client security and growth.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Cowbridge
  6. 🏢

    Harries Financial Wealth Management LTD

    FCA reg no.
    837965
    FCA authorised date:
    25/03/19
    Harries Financial Wealth Management Ltd in Cowbridge is a regulated, trusted advisor specializing in retirement advice and final salary pension transfers. They offer personalized financial strategies for local families.
    1. ✔2 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Cowbridge
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  8. 🏢

    Chess Private Wealth Limited

    FCA reg no.
    1038040
    FCA authorised date:
    29/08/25
    Chess Private Wealth Limited is a FCA-regulated financial service provider based in Cowbridge, offering expert advice on life and investments, pensions, retirement planning and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Cowbridge
  9. 🏢

    Falco Financial Planning LTD

    FCA reg no.
    813747
    FCA authorised date:
    06/07/22
    Falco Financial Planning Ltd is a UK-based advisory firm offering strategic financial solutions including life, investments, and retirement advice. Known for transparent, regulated advice, they specialize in serving first-time financial planning individuals.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Cowbridge
  10. 🏢

    Kelly East Wealth Management LTD

    FCA reg no.
    1043495
    FCA authorised date:
    24/11/25
    Kelly East Wealth Management in Newport provides expert financial planning advice, specializing in life investments and pension transfers. They offer regulated, tailored services to help clients manage finances efficiently.
    1. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Newport
  11. 🏢

    PENGUIN WEALTH PLANNERS LIMITED

    FCA reg no.
    830057
    FCA authorised date:
    01/08/19
    A Cardiff-based firm, Penguin Wealth Planners Limited provides expert financial planning services, specializing in funeral plans. They offer personalized advice on investments, pensions, retirement, and life insurance, serving primarily South Glamorgan clients.
    1. ✔8 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧10.3 Miles
    4. 📍Cardiff
  12. 🏢

    CDP ASSOCIATES LIMITED

    FCA reg no.
    225607
    FCA authorised date:
    01/09/03
    CDP Associates Ltd, a GB-based financial solutions firm, offers services like life insurance, pensions retirement advice, and investments. Known for integrity, transparency, and a client-centric approach.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧10.4 Miles
    4. 📍Bridgend
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  14. 🏢

    C J Hannan LTD

    FCA reg no.
    588666
    FCA authorised date:
    18/04/13
    C J Hannan Ltd, based in Cardiff, is an FCA regulated firm specialising in financial services including life insurance, investments, and pensions advice, trusted by local clientele.
    1. ✔2 Financial Advisers
    2. 🪧10.5 Miles
    3. 📍Cardiff
  15. 🏢

    Zensco Wealth Management LTD

    FCA reg no.
    978317
    FCA authorised date:
    01/07/22
    Zensco Wealth Management Ltd, based in Cardiff, is a reputable financial planning firm specialising in investments, life insurance, and pension advice. Regulated by the FCA, they are a trusted financial partner.
    1. ✔1 Financial Adviser
    2. 🪧10.5 Miles
    3. 📍Cardiff
  16. 🏢

    Validpath Limited

    FCA reg no.
    197107
    FCA authorised date:
    01/12/01
    ValidPath Limited is a trusted Cardiff-based firm providing expert financial services, including investment planning and retirement advice. Known for their professional yet personal approach, they offer tailored, regulated financial assistance.
    1. ✔7 Financial Advisers
    2. ✔8 Mortgage Brokers
    3. 🪧10.5 Miles
    4. 📍Cardiff
  17. 🏢

    Eden Hawk Wealth Management Limited

    FCA reg no.
    1030866
    FCA authorised date:
    14/04/25
    Eden Hawk Wealth Management Limited is a Cardiff-based, FCA-regulated firm specialising in holistic financial planning including life investments, pensions retirement advice and final salary pension transfers. Known for client-focused service, it empowers clients for a secure future.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧10.5 Miles
    4. 📍Cardiff
  18. 🏢

    JWA Financial Planning LTD

    FCA reg no.
    798772
    FCA authorised date:
    01/06/18
    JWA Financial Planning Ltd is a leading FCA registered firm in Cardiff, providing expert advice on investments, pensions, and life insurance. They are renowned for their client-centred approach, transparency, and comprehensive financial solutions.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧10.6 Miles
    4. 📍Cardiff
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