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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 4 of 20.

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  2. 🏢

    WPS Wealth Limited

    FCA reg no.
    1023571
    FCA authorised date:
    01/04/25
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧9.3 Miles
    4. 📍Cardiff
  3. 🏢

    Lifestyle Pensions and Investments LTD

    FCA reg no.
    831668
    FCA authorised date:
    01/08/19
    Lifestyle Pensions and Investments Ltd is a reliable financial services provider in Talbot Green, specialising in insurance, investments, pensions advice, and financial planning. Regulated by FCA and client-focused, it serves the Mid Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Rhondda Cynon Taff
  4. 🏢

    Finli (PDB) LTD

    FCA reg no.
    802430
    FCA authorised date:
    19/01/24
    PDB Wealth Partners Ltd is an FCA regulated financial planning firm in Talbot Green, Mid Glamorgan, specializing in life, investments and retirement advice. They are renowned for tailored services and client-focused advising across GB.
    1. ✔7 Financial Advisers
    2. 🪧9.4 Miles
    3. 📍Talbot Green
  5. 🏢

    Vale Independent Financial Advisers Limited

    FCA reg no.
    491461
    FCA authorised date:
    06/02/09
    Vale Independent Financial Advisers Limited offers a wide range of financial services, including planning and investment advice. Regulated by the FCA, they provide unbiased, reliable guidance for diverse customers across GB.
    1. ✔9 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧9.4 Miles
    4. 📍Talbot Green
  6. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Cardiff
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  8. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Cardiff
  9. 🏢

    Paul Bird

    FCA reg no.
    563514
    FCA authorised date:
    31/08/11
    Paul Bird is an FCA-regulated financial advisory firm in Cardiff, providing personalised advice in life investments, pensions, final salary pension transfers, and financial planning to the South Glamorgan area.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Cardiff
  10. 🏢

    Abram Partnership LTD

    FCA reg no.
    501657
    FCA authorised date:
    28/07/20
    Abram Partnership Ltd is a Cardiff-based, FCA-regulated financial firm offering diverse services like insurance, investments, and pension advice, known for their tailored solutions and approachable nature.
    1. ✔4 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Cardiff
  11. 🏢

    D.s. HOWELL FINANCIAL SERVICES LIMITED

    FCA reg no.
    428904
    FCA authorised date:
    19/04/05
    FCA-regulated D.S. Howell Financial Services Limited offers effective financial solutions and personalised advice in Cardiff and South Glamorgan. Specialists in life and investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔4 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Cardiff
  12. 🏢

    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. 🪧9.8 Miles
    4. 📍Newport
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  14. 🏢

    Jacobs and Harris Limited

    FCA reg no.
    588166
    FCA authorised date:
    15/04/13
    Jacobs and Harris Limited, a reputable FCA-regulated financial advisory firm based in Thornhill, Cardiff, offers tailored financial solutions including investment planning, pensions advice, and overarching financial planning.
    1. ✔2 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Cardiff
  15. 🏢

    The Jon & Julia Wooller Partnership

    FCA reg no.
    214974
    FCA authorised date:
    31/05/05
    Based in Cardiff, Jon Wooller offers a variety of financial planning services including life and investments, and tailored pension advice. Regulated by the FCA, they focus on securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Cardiff
  16. 🏢

    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. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Cardiff
  17. 🏢

    WILCOX FINANCIAL PLANNING LTD

    FCA reg no.
    672288
    FCA authorised date:
    08/06/15
    Wilcox Financial Planning Limited, based in Pontyclun, offers expert FCA-regulated advice on life and investment planning, pensions, and retirement solutions, serving clients from new investors to experienced retirees.
    1. ✔1 Financial Adviser
    2. 🪧10 Miles
    3. 📍Pontyclun
  18. 🏢

    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 Miles
    3. 📍Newport
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