Find FCA registered Financial Advisers Near Me in Treharris
We have found 290 relevant financial adviser firms within 30 miles of Treharris. Showing page 6 of 20.
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NTM FINANCIAL SERVICES LIMITED
- FCA reg no.
- 589715
- FCA authorised date:
- 02/01/13
NTM Financial Services, FCA registered, specialises in personalised financial planning, including life and investment advice, as well as pension and retirement guidance. Their client-focused approach prioritises individual needs and long-term financial stability.- ✔4 Financial Advisers
- 🪧10.8 Miles
- 📍Cardiff
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David Reid
- FCA reg no.
- 1013723
- FCA authorised date:
- 10/06/24
Based in Cardiff, David Reid is an FCA-registered financial firm specializing in pensions, investments, and financial planning. Known for client-centric, tailored services, it extends to individuals and businesses in South Glamorgan.- ✔1 Financial Adviser
- 🪧10.8 Miles
- 📍Cardiff
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Nicola Turner
- FCA reg no.
- 1016124
- FCA authorised date:
- 27/06/24
Nicola Turner is a regulated financial firm in Cardiff, specialising in life investments and pensions retirement advice. Known for their approachable, client-focused services, they expertly assist in financial planning and final salary pension transfers.- ✔1 Financial Adviser
- 🪧10.8 Miles
- 📍Cardiff
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Taurus Investor Services LTD
- FCA reg no.
- 407847
- FCA authorised date:
- 20/09/04
Taurus Investor Services Ltd provides regulated financial planning, specialising in pensions retirement advice. FCA-regulated, they offer a client-focused approach to investment guidance and financial planning in South Wales and beyond.- ✔2 Financial Advisers
- 🪧10.8 Miles
- 📍Brynmawr
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T.r.s. Independent Financial Advisers
- FCA reg no.
- 140448
- FCA authorised date:
- 01/12/01
T.R.S. Independent Financial Advisers, based in Brynmawr, provide expert life and investment services across Gwent. They guide individuals with tailored advice for robust financial planning and retirement solutions, prioritising customer-centric approach.- ✔1 Financial Adviser
- 🪧10.8 Miles
- 📍Ebbw Vale
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Caer IFA LTD
- FCA reg no.
- 1040130
- FCA authorised date:
- 08/09/25
Caer IFA Ltd, based in Cardiff, is a trusted FCA-regulated financial planning firm. They offer comprehensive services like life insurance, investments, pensions advice, and specialize in final salary pension transfers.- ✔1 Financial Adviser
- 🪧10.8 Miles
- 📍Cardiff
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Hayman Watkin Davies LTD
- FCA reg no.
- 836962
- FCA authorised date:
- 02/10/19
Based in Cardiff, Hayman Watkin Davies Ltd offers specialized financial services, including life investments and pension advice, with a client-focused approach. They are FCA regulated and known for their professionalism and understanding.- ✔2 Financial Advisers
- 🪧11 Miles
- 📍Cardiff
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SAVVY WEALTH MANAGEMENT LTD
- FCA reg no.
- 562795
- FCA authorised date:
- 07/11/11
Savvy Wealth Management Ltd is a trusted, FCA-regulated provider of comprehensive financial solutions specialising in life investments, pensions retirement advice and financial planning in Mid Glamorgan and surrounding areas.- ✔1 Financial Adviser
- 🪧11 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
- 🪧11 Miles
- 📍Bridgend
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Ramsay and White Wealth Management Limited
- FCA reg no.
- 975400
- FCA authorised date:
- 10/05/22
Ramsay and White Wealth Management Limited, a FCA registered firm in Cardiff, specializes in comprehensive financial planning services, offering tailored advice on life and investment plans, pensions retirement, and final salary pension transfers.- ✔1 Financial Adviser
- ✔3 Mortgage Brokers
- 🪧11.2 Miles
- 📍Cardiff
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Lowndes Halsden & Partners Limited
- FCA reg no.
- 150469
- FCA authorised date:
- 01/12/01
Lowndes Halsden & Partners Limited in Cardiff offers regulated financial advice, wealth management, and investment services. Specialising in insurance, pensions, and retirement plans, they serve South Glamorgan with a client-focused approach.- ✔6 Financial Advisers
- 🪧11.2 Miles
- 📍Cardiff
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Mulberry Wealth Management Limited
- FCA reg no.
- 499351
- FCA authorised date:
- 28/05/09
Mulberry Wealth Management, an FCA-regulated financial firm in Cardiff, specialises in crafting tailored portfolios and advising on insurance, investments, pensions and retirement planning.- ✔8 Financial Advisers
- ✔2 Mortgage Brokers
- 🪧11.2 Miles
- 📍Cardiff
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Solosy Wealth Management Limited
- FCA reg no.
- 732361
- FCA authorised date:
- 18/01/16
Solosy Wealth Management Limited is a renowned financial services firm in Cardiff, offering reliable life and investment management, pensions retirement advice, and overall financial planning tailored to individual needs.- ✔2 Financial Advisers
- 🪧11.2 Miles
- 📍Cardiff
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MULBERRY WEALTH CLIENT SERVICES LIMITED
- FCA reg no.
- 197003
- FCA authorised date:
- 01/12/01
Regulated by the FCA, Mulberry Wealth Client Services Limited is a reputable Cardiff-based financial firm offering expert advice on life, investments, retirement and financial planning tailored to individual needs.- ✔8 Financial Advisers
- ✔1 Mortgage Broker
- 🪧11.2 Miles
- 📍Cardiff
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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
- 🪧11.2 Miles
- 📍Pontyclun
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