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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 3 of 20.

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  2. 🏢

    Campbell Mortgage Services LTD

    FCA reg no.
    994300
    FCA authorised date:
    02/04/23
    Campbell Mortgage Services Ltd is a FCA regulated financial company in Penydarren, Merthyr Tydfil, providing insurance, pensions advice, financial planning and investment solutions to clients across Mid Glamorgan and beyond.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Merthyr Tydfil
  3. 🏢

    Gwyn-may Financial Advisors Limited

    FCA reg no.
    654156
    FCA authorised date:
    21/09/21
    Gwyn-May Financial Advisors Limited is a reputable financial planning firm in Dowlais, Merthyr Tydfil, providing secure and reliable services, including life investments, pensions advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧7.3 Miles
    3. 📍Merthyr Tydfil
  4. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7.6 Miles
    3. 📍Caerphilly
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Caerphilly
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Caerphilly
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Cardiff
  9. 🏢

    Nucleus Wealth Planning Limited

    FCA reg no.
    844903
    FCA authorised date:
    02/03/20
    Nucleus Wealth Planning Limited, an FCA-registered firm based in Pontypridd, offers tailored financial planning services, specializing in life and investment advice, and strategic pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Pontypridd
  10. 🏢

    Bancroft Wealth LTD

    FCA reg no.
    921443
    FCA authorised date:
    20/02/20
    Bancroft Wealth LTD is a FCA-regulated financial services firm, located in Tredegar, specializing in investments, life assurance, pension transfers, pensions and retirement advice. Known for their tailored, client-centric approach and simplified financial planning.
    1. ✔5 Financial Advisers
    2. 🪧7.9 Miles
    3. 📍Tredegar
  11. 🏢

    Resolute Financial Planning LTD

    FCA reg no.
    954596
    FCA authorised date:
    09/11/21
    Resolute Financial Planning Ltd is an FCA regulated firm offering expert financial services focused on life investments and retirement planning in Mid Glamorgan and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Merthyr Tydfil
  12. 🏢

    CHRIS LEACH and ASSOCIATES LIMITED

    FCA reg no.
    563997
    FCA authorised date:
    03/01/12
    Chris Leach & Associates Ltd, based in Cardiff, offers regulated financial services such as life insurance, investments, pensions, and retirement advice. They are dedicated to personalised planning for individuals and families' financial futures.
    1. ✔3 Financial Advisers
    2. 🪧8.2 Miles
    3. 📍Cardiff
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  14. 🏢

    Tim Davies

    FCA reg no.
    677199
    FCA authorised date:
    16/03/15
    Based in Tredegar, Gwent, Tim Davies' financial firm offers personalised financial planning and advice. Specialising in life & investments, pensions and retirement, they deliver clear, trustworthy service with a high level of integrity.
    1. ✔1 Financial Adviser
    2. 🪧8.2 Miles
    3. 📍Tredegar
  15. 🏢

    Steven James

    FCA reg no.
    824620
    FCA authorised date:
    31/10/18
    FCA-regulated firm, Steven James, delivers comprehensive financial planning and regulated advice from Tonyrefail. The dedicated team offers investment management, pension transfers, and retirement advice to secure clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧8.4 Miles
    3. 📍Porth
  16. 🏢

    Phoenix Life and Mortgages Limited

    FCA reg no.
    986563
    FCA authorised date:
    03/11/22
    Phoenix Life and Mortgages Limited is a FCA-regulated firm offering tailored advice and services in various financial sectors, known for its client-centric approach and reliability.
    1. ✔2 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Treorchy
  17. 🏢

    MIKE GRIFFITHS LTD

    FCA reg no.
    721539
    FCA authorised date:
    09/05/16
    Cardiff-based MIKE GRIFFITHS LTD is a trusted financial services firm providing expert advice in areas like life and investments, retirement planning, and systematic financial planning to local families and individuals.
    1. ✔1 Financial Adviser
    2. 🪧9 Miles
    3. 📍Cardiff
  18. 🏢

    Robert Sheppard

    FCA reg no.
    926756
    FCA authorised date:
    04/05/21
    Robert Sheppard is a FCA-regulated firm in Ebbw Vale, offering comprehensive financial services including life insurance, investments, pension advice, and financial planning. Serving businesses and individuals in surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧9.2 Miles
    3. 📍Ebbw Vale
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