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Find FCA registered Financial Advisers Near Me in Treherbert

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We have found 281 relevant financial adviser firms within 30 miles of Treherbert. Showing page 1 of 19.

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  2. 🏢

    Beacon IFA

    FCA reg no.
    566890
    FCA authorised date:
    02/04/12
    1. ✔7 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧14.1 Miles
    4. 📍Tredegar
  3. 👤

    Chris Evans

    Castra Financial
    FCA reg no.
    CXE01205
    FCA authorised date:
    14/04/20
    Member Of The Chartered Insurance Institute (CII)
    1. 🪧20.6 Miles
    2. 📍Cwmbran
    ★★★★⯨
  4. 🏢

    Castra Financial

    FCA reg no.
    845715
    FCA authorised date:
    14/04/20
    Financial Planner within an Independent Financial Advice Firm, helping people understand their number to live their best lives.
    1. ✔3 Financial Advisers
    2. 🪧20.6 Miles
    3. 📍Cwmbran
    ★★★★⯨
  5. 🏢

    Western Financial Planning LTD

    FCA reg no.
    480405
    FCA authorised date:
    01/07/08
    At Western Financial Planning Ltd , we offer personalised, transparent, and independent financial advice tailored specifically to your needs. We can advise on: Retirement planning and pensions Investment management Estate planning and inheritance tax Personal and family protection Tax-effici... read full company profile
    1. ✔2 Financial Advisers
    2. 🪧49.1 Miles
    3. 📍Taunton
  6. 🏢

    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. 🪧1.4 Miles
    3. 📍Treorchy
  7. 🏢

    Thomas Davies

    FCA reg no.
    954228
    FCA authorised date:
    06/07/21
    Thomas Davies is a Ferndale-based financial planning firm known for its optimal investment strategies and focused pension advice. Regulated by FCA, it offers client-centric, tailored services to meet individual financial needs.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Ferndale
  8. 🏢

    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.
    1. ✔6 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Bridgend
  9. 🏢

    GLYNNEATH FINANCIAL SERVICES LTD

    FCA reg no.
    511386
    FCA authorised date:
    05/02/10
    FCA-regulated GLYNNEATH FINANCIAL SERVICES LTD offers expert advice on life investments, retirement planning, and comprehensive financial planning in Glynneath and West Glamorgan. Committed to personalisation, trust, and professionalism.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧6.2 Miles
    4. 📍Neath
  10. 🏢

    Mistral Consultancy Limited

    FCA reg no.
    224475
    FCA authorised date:
    03/11/03
    Mistral Consultancy Limited is a reliable FCA regulated financial services firm in Mountain Ash, specialising in investment planning, retirement advice and financial planning for clients in Greater Manchester and the UK.
    1. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Mountain Ash
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  12. 🏢

    Owens Wealth Management LTD

    FCA reg no.
    983079
    FCA authorised date:
    12/09/22
    Owens Wealth Management Ltd, a FCA regulated financial services firm, specializes in providing tailored advice on life investments, pensions, and comprehensive financial planning to the Mid Glamorgan region.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Pontypridd
  13. 🏢

    Vision Financial Advisers LTD

    FCA reg no.
    478519
    FCA authorised date:
    12/03/08
    Vision Financial Advisers Ltd is a fully regulated financial firm based in Mid Glamorgan, delivering expert services such as life insurance, investments, pension and retirement advice.
    1. ✔1 Financial Adviser
    2. ✔4 Mortgage Brokers
    3. 🪧7.9 Miles
    4. 📍Merthyr Tydfil
  14. 🏢

    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. 🪧8.1 Miles
    3. 📍Porth
  15. 🏢

    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. 🪧8.1 Miles
    3. 📍Merthyr Tydfil
  16. 🏢

    Insurance Services Wales LTD

    FCA reg no.
    207632
    FCA authorised date:
    28/02/19
    Insurance Services Wales Ltd, FCA registered, offers comprehensive financial services including life investments and pensions advice in Merthyr Tydfil and South Wales, with a client-focused, professional approach.
    1. ✔3 Financial Advisers
    2. 🪧8.4 Miles
    3. 📍Merthyr Tydfil
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  18. 🏢

    Gareth Channon Financial Consultancy LTD

    FCA reg no.
    211569
    FCA authorised date:
    11/01/11
    Gareth Channon Financial Consultancy Ltd is a leading FCA registered financial advisory firm in Mid Glamorgan, offering tailored financial planning services and known for its approachable, client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧8.6 Miles
    3. 📍Merthyr Tydfil
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