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Find FCA registered Financial Advisers Near Me in Treharris


We have found 290 relevant financial adviser firms within 30 miles of Treharris. Showing page 11 of 20.

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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. 🪧13.8 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. 🪧13.8 Miles
    3. 📍Cardiff
  4. 🏢

    Heron House Financial Management Limited

    FCA reg no.
    170982
    FCA authorised date:
    01/12/01
    Heron House Financial Management Limited is a FCA-regulated firm in Newport offering expert financial services including life investments, pensions and retirement planning for both individuals and businesses.
    1. ✔6 Financial Advisers
    2. 🪧13.8 Miles
    3. 📍Newport
  5. 🏢

    Dragon Financial Planning LTD

    FCA reg no.
    841978
    FCA authorised date:
    19/05/20
    Dragon Financial Planning Ltd is a Newport-based, FCA-registered firm providing regulated financial services like life insurance, pensions retirement advice, and investments across the UK.
    1. ✔2 Financial Advisers
    2. 🪧13.8 Miles
    3. 📍Newport
  6. 🏢

    Vital Financial Planning LTD

    FCA reg no.
    841309
    FCA authorised date:
    20/05/20
    Vital Financial Planning Ltd is a regulated financial services company in Newport, offering expertise in life investments, pension retirement advice, and holistic financial planning tailored to individual needs.
    1. ✔2 Financial Advisers
    2. 🪧13.8 Miles
    3. 📍Newport
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  8. 🏢

    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. 🪧14 Miles
    4. 📍Cardiff
  9. 🏢

    Create Wealth Management LTD

    FCA reg no.
    425738
    FCA authorised date:
    19/04/05
    1. ✔2 Financial Advisers
    2. 🪧14 Miles
    3. 📍Newport
  10. 🏢

    Hugh James Solicitors

    FCA reg no.
    231167
    FCA authorised date:
    25/03/04
    Hugh James Solicitors, based in Cardiff's Central Square, offers regulated financial services including life insurance, investment strategies, and retirement advice. They're FCA registered and committed to tailored, client-focused planning.
    1. ✔4 Financial Advisers
    2. 🪧14 Miles
    3. 📍Cardiff
  11. 🏢

    Chapelwood Financial Planning LTD

    FCA reg no.
    196672
    FCA authorised date:
    01/12/01
    U.K.-based Chapelwood Financial Planning Ltd provides comprehensive financial services including investment, retirement, and insurance advice. Known for a professional yet approachable style, they tailor solutions to individual and business needs.
    1. ✔2 Financial Advisers
    2. 🪧14 Miles
    3. 📍Newport
  12. 🏢

    ANGLO-CELTIC FINANCIAL CONSULTANTS LTD

    FCA reg no.
    455444
    FCA authorised date:
    02/10/06
    Newport-based Anglo Celtic Financial Consultants offers regulated financial advice including life and investment strategies, pensions retirement advice, and comprehensive financial planning. Known for bespoke guidance and a client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧14 Miles
    3. 📍Newport
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  14. 🏢

    KYMIN FINANCIAL SERVICES LIMITED

    FCA reg no.
    189815
    FCA authorised date:
    01/12/01
    KYMIN Financial Services is a trusted Newport-based financial firm offering specialised services like life and investments planning, pensions, and retirement advice. FCA regulated, it provides tailored advice for individuals across Gwent.
    1. ✔5 Financial Advisers
    2. 🪧14.1 Miles
    3. 📍Newport
  15. 🏢

    David Stock & Co Limited

    FCA reg no.
    121754
    FCA authorised date:
    01/12/01
    David Stock & Co Ltd is a trusted, FCA regulated financial firm in Newport, known for offering tailored advice on life insurance, investments, and pensions retirement.
    1. ✔2 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧14.1 Miles
    4. 📍Newport
  16. 🏢

    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. 🪧14.2 Miles
    4. 📍Bridgend
  17. 🏢

    Sweetland Associates Limited

    FCA reg no.
    744333
    FCA authorised date:
    03/01/17
    Sweetland Associates Limited provides FCA regulated financial services including insurance, investment strategies, pensions, retirement advice, and financial planning. They are personalized, robust, and suitable for individual needs.
    1. ✔1 Financial Adviser
    2. 🪧14.2 Miles
    3. 📍Newport
  18. 🏢

    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. 🪧14.3 Miles
    4. 📍Cardiff
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