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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 9 of 20.

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  2. 🏢

    Uniq Family Wealth LTD

    FCA reg no.
    594440
    FCA authorised date:
    01/07/13
    Uniq Family Wealth Ltd, based near Cardiff, offers personalised financial planning services. With a team of experts, they specialise in life and investment planning, pensions advice, and managing pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍St Mellons
  3. 🏢

    Tudor House Financial Services Limited

    FCA reg no.
    409706
    FCA authorised date:
    06/09/17
    Tudor House Financial Services Limited, located in Cardiff, provides expert financial services including life insurance, investment advice, and pensions retirement planning, also specialising in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧13.4 Miles
    3. 📍Cardiff
  4. 🏢

    MacSen Wealth Management LTD

    FCA reg no.
    576159
    FCA authorised date:
    18/05/12
    Macsen Wealth Management Ltd, located in Cardiff, is a FCA-regulated company offering comprehensive financial services, including life insurance, investments, retirement advice, and tailored financial planning. Known for their client-focused approach, they help clients confidently navigate their fin... read full company profile
    1. ✔3 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Cardiff
  5. 🏢

    Lewis Financial Planning & Wealth Management LTD

    FCA reg no.
    973886
    FCA authorised date:
    08/04/22
    A Cardiff-based financial services company, Lewis Financial Planning & Wealth Management Ltd offers bespoke insurance, investment, and retirement planning solutions, known for their regulated, reliable, and client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Cardiff
  6. 🏢

    Burley Fox Limited

    FCA reg no.
    610482
    FCA authorised date:
    02/01/14
    Regulated by the FCA, Burley Fox Limited is a Cardiff-based firm that provides tailored financial services such as life and investment planning, pension schemes, and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Cardiff
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  8. 🏢

    Portland Wealth Management Limited

    FCA reg no.
    516596
    FCA authorised date:
    21/01/10
    Portland Wealth Management Ltd is a FCA regulated firm in Cardiff, specializing in financial planning and wealth management services, including investments, pensions, retirement advice, and life services.
    1. ✔2 Financial Advisers
    2. 🪧13.4 Miles
    3. 📍Cardiff
  9. 🏢

    TD Financial LTD

    FCA reg no.
    469500
    FCA authorised date:
    22/10/07
    TD Financial Ltd based in Cardiff, offers trusted and FCA-regulated financial services including life investments, pensions, and retirement advice, catering to each client's unique financial journey.
    1. ✔3 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧13.4 Miles
    4. 📍Cardiff
  10. 🏢

    Nine Wealth Management LLP

    FCA reg no.
    834059
    FCA authorised date:
    20/02/19
    Cardiff-based Nine Wealth Management LLP specialises in bespoke financial planning and retirement advice, offering client-centric guidance on life investments, pensions, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧13.5 Miles
    3. 📍Cardiff
  11. 🏢

    Morris Paley Wealth Management Limited

    FCA reg no.
    764256
    FCA authorised date:
    11/11/16
    Morris Paley Wealth Management Limited is a Cardiff-based, FCA-regulated financial services provider, specialising in life investments, pensions retirement planning, and financial planning for diverse client needs.
    1. ✔2 Financial Advisers
    2. 🪧13.5 Miles
    3. 📍Cardiff
  12. 🏢

    Parfitt Financial Planning Limited

    FCA reg no.
    576351
    FCA authorised date:
    01/03/12
    Parfitt Financial Planning Limited, based in Pontypool, Gwent, offers expert, compliant advice on financial concerns such as life and investments, pensions, and comprehensive financial planning, with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧13.5 Miles
    3. 📍Pontypool
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  14. 🏢

    Davies Financial Limited

    FCA reg no.
    429088
    FCA authorised date:
    27/04/05
    Regulated by the FCA, Davies Financial Limited offers comprehensive and customized financial services including life insurance, investments and more. Known for their client-centered approach, they are a trusted choice in Pencoed's financial sector.
    1. ✔3 Financial Advisers
    2. 🪧13.6 Miles
    3. 📍Pencoed
  15. 🏢

    CST Wealth Management Limited

    FCA reg no.
    602496
    FCA authorised date:
    07/11/13
    CST Wealth Management, based in Bridgend, offers professional, regulated financial advice. Services include life and investment planning, pensions retirement advice, and overall financial planning for individuals and businesses.
    1. ✔3 Financial Advisers
    2. 🪧13.6 Miles
  16. 🏢

    GE Wealth Management LTD

    FCA reg no.
    944366
    FCA authorised date:
    04/02/21
    GE Wealth Management Ltd is a Cardiff-based, FCA-regulated financial service firm specialising in life insurance, pensions, investments, and comprehensive financial planning for clients locally and beyond.
    1. ✔2 Financial Advisers
    2. 🪧13.6 Miles
    3. 📍Cardiff
  17. 🏢

    Harry Robinson Wealth Management Limited

    FCA reg no.
    771314
    FCA authorised date:
    09/02/17
    Harry Robinson Wealth Management, based in Cardiff, is a premier, FCA-regulated financial services firm known for its comprehensive financial planning, investment and retirement advice, and regional coverage.
    1. ✔3 Financial Advisers
    2. 🪧13.6 Miles
    3. 📍Cardiff
  18. 🏢

    Robert Liam Ingram

    FCA reg no.
    649779
    FCA authorised date:
    14/10/14
    Cardiff-based Robert Liam Ingram offers a range of financial services, specialising in life investments, pensions advice, and financial planning. As a FCA regulated firm, they provide transparent, personalised advice for secure futures.
    1. ✔1 Financial Adviser
    2. 🪧13.6 Miles
    3. 📍Cardiff
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