Find FCA registered Financial Advisers Near Me in Trehafod CF37
We have found 291 relevant financial adviser firms within 30 miles of Trehafod CF37. Showing page 3 of 20.
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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
- 🪧6.8 Miles
- 📍Pontyclun
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Curzon Wealth Management Limited
- FCA reg no.
- 585168
- FCA authorised date:
- 24/07/12
FCA-regulated Curzon Wealth Management Limited offers tailored financial advice in life investments, pensions retirement, final salary pension transfers, and holistic financial planning across Mid Glamorgan and beyond.- ✔6 Financial Advisers
- 🪧6.9 Miles
- 📍Bridgend
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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
- 🪧7.2 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
- 🪧7.2 Miles
- 📍Pontyclun
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Thomas, Carroll Independent Financial Advisers Limited
- FCA reg no.
- 450497
- FCA authorised date:
- 03/07/06
Thomas, Carroll Independent Financial Advisers Limited located in Caerphilly, Gwent offers specialised financial advice on investments, pensions, and retirement planning. Ensures adherence to high standards, serving clients with reliable, regulated advice.- ✔3 Financial Advisers
- 🪧7.3 Miles
- 📍Caerphilly
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Gregory Davies Wealth Management LTD
- FCA reg no.
- 923669
- FCA authorised date:
- 10/12/24
Regulated by the FCA, Gregory Davies Wealth Management Ltd. provides tailored financial services including insurance, investments and pensions. Based in Caerphilly, they're known for their professional, approachable and strategic wealth management advice.- ✔2 Financial Advisers
- 🪧7.5 Miles
- 📍Caerphilly
- ✔4 Financial Advisers
- ✔1 Mortgage Broker
- 🪧7.6 Miles
- 📍Cardiff
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The Rutherford Lewis & Read Partnership
- FCA reg no.
- 195527
- FCA authorised date:
- 31/05/05
Rutherford Lewis & Read, a FCA regulated financial services provider in Gwent, Caerphilly, offers comprehensive investment advice, pension guidance, financial planning and more to clients across the region.- ✔1 Financial Adviser
- 🪧7.7 Miles
- 📍Caerphilly
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First Option
- FCA reg no.
- 431351
- FCA authorised date:
- 01/06/05
FCA registered First Option is a premier financial advisory firm in Tongwynlais, Cardiff. Offering services like life and investment management, retirement advice, and comprehensive financial planning, it's known for its client-focused approach.- ✔1 Financial Adviser
- 🪧7.8 Miles
- 📍Cardiff
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Lisa Griffiths
- FCA reg no.
- 914623
- FCA authorised date:
- 07/10/19
Lisa Griffiths is a Cardiff-based financial expert, specialising in life investments and pensions. Offering customised, regulated financial planning across South Glamorgan, she is known for her client-centric approach. FCA regulated: 914623.- ✔1 Financial Adviser
- 🪧7.9 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
- 🪧7.9 Miles
- 📍Cardiff
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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
- 🪧8 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
- 🪧8 Miles
- 📍Caerphilly
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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
- 🪧8.1 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
- 🪧8.1 Miles
- 📍Cardiff
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