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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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 Financial Adviser
- 🪧7.2 Miles
- 📍Merthyr Tydfil
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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 Financial Adviser
- 🪧7.3 Miles
- 📍Merthyr Tydfil
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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
- 🪧7.6 Miles
- 📍Caerphilly
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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
- 🪧7.7 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
- 🪧7.7 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
- 🪧7.7 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧7.9 Miles
- 📍Pontypridd
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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.- ✔5 Financial Advisers
- 🪧7.9 Miles
- 📍Tredegar
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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 Financial Adviser
- 🪧7.9 Miles
- 📍Merthyr Tydfil
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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.- ✔3 Financial Advisers
- 🪧8.2 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧8.2 Miles
- 📍Tredegar
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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 Financial Adviser
- 🪧8.4 Miles
- 📍Porth
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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.- ✔2 Financial Advisers
- 🪧8.8 Miles
- 📍Treorchy
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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 Financial Adviser
- 🪧9 Miles
- 📍Cardiff
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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 Financial Adviser
- 🪧9.2 Miles
- 📍Ebbw Vale
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