Find FCA registered Financial Advisers Near Me in Treherbert
We have found 281 relevant financial adviser firms within 30 miles of Treherbert. Showing page 9 of 19.
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Ross Mitchell
- FCA reg no.
- 795022
- FCA authorised date:
- 24/11/17
Ross Mitchell is a Cardiff-based financial planning firm offering bespoke advice on life investments and pensions, specialising in pension transfers and retirement planning, renowned for its client-focused approach.- ✔1 Financial Adviser
- 🪧18.2 Miles
- 📍Cardiff
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Seven Financial UK Limited
- FCA reg no.
- 602051
- FCA authorised date:
- 01/10/13
Cardiff-based Seven Financial Group offers regulated financial advice on pensions, investments, and life segments. Their experienced team provides custom-fit strategies, prioritising client needs with a friendly, professional approach.- ✔8 Financial Advisers
- 🪧18.2 Miles
- 📍Cardiff
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Ben Stringer
- FCA reg no.
- 970720
- FCA authorised date:
- 25/02/22
Cardiff-based FCA-regulated firm, Ben Stringer, specialises in strategic financial planning and regulated advice. Offering services like investment planning and pension retirement advice, they tailor bespoke solutions to individual needs.- ✔1 Financial Adviser
- 🪧18.2 Miles
- 📍Cardiff
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Cathedral Financial Services LLP
- FCA reg no.
- 438073
- FCA authorised date:
- 10/11/05
Cathedral Financial Services LLP, located in Cardiff, is a fully FCA regulated firm offering expert financial planning and advice. They specialize in life insurance, investments, pensions, and retirement advice.- ✔2 Financial Advisers
- 🪧18.5 Miles
- 📍Cardiff
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Skylark Wealth Management Limited
- FCA reg no.
- 942212
- FCA authorised date:
- 04/01/21
Cardiff-based Skylark Wealth Management Limited offers financial planning services, including life investments and retirement advice. The FCA-regulated firm provides tailored pension advice and final salary pension transfers.- ✔1 Financial Adviser
- 🪧18.6 Miles
- 📍Cardiff
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Ashley Kissick Financial Advisers LTD
- FCA reg no.
- 917064
- FCA authorised date:
- 19/11/19
Ashley Kissick Financial Advisers Ltd in Swansea offers trusted financial planning, insurance solutions, investment services and pension advice. Specializes in final salary pension transfers and delivers personalized guidance.- ✔1 Financial Adviser
- 🪧18.7 Miles
- 📍Swansea
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Alexander Douglas Limited
- FCA reg no.
- 629965
- FCA authorised date:
- 01/12/14
Alexander Douglas Limited is a Swansea-based, FCA-regulated firm offering expert financial planning services, including life insurance and retirement advice. Known for their approachable style, they serve first-time investors and seasoned savers alike.- ✔2 Financial Advisers
- 🪧18.7 Miles
- 📍Swansea
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Estate Capital Financial Management Limited
- FCA reg no.
- 402217
- FCA authorised date:
- 05/10/04
Estate Capital Financial Management Limited, based in Swansea, is a FCA-regulated institution offering bespoke life investments, pensions retirement planning, and more, to ensure clients secure a comfortable future.- ✔4 Financial Advisers
- 🪧18.8 Miles
- 📍Swansea
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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
- 🪧18.8 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
- 🪧18.8 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
- 🪧18.8 Miles
- 📍Cardiff
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Andrew Varley
- FCA reg no.
- 912298
- FCA authorised date:
- 14/08/19
Andrew Varley Financial Planning is a Cardiff-based firm offering personalised financial services including investment planning, retirement advice, and pension transfers. They specialise in tailored plans to secure clients' futures.- ✔1 Financial Adviser
- 🪧18.9 Miles
- 📍Cardiff
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Selwyn Russell Barnes
- FCA reg no.
- 1026373
- FCA authorised date:
- 28/02/25
Swansea-based financial firm, regulated by the FCA, offering a range of tailored services from life investments to pensions advice. Known for client-focused strategies and solutions for complex financial situations.- ✔1 Financial Adviser
- 🪧18.9 Miles
- 📍Swansea
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Halen Wealth Limited
- FCA reg no.
- 816033
- FCA authorised date:
- 06/02/19
South Glamorgan-based Halen Wealth Limited offers expert life, investment, and pension retirement advice with robust financial planning. Regulated by the FCA, they prioritize client-focused service for a prosperous financial future.- ✔1 Financial Adviser
- 🪧19.1 Miles
- 📍Barry
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Dewis Financial Planning LTD
- FCA reg no.
- 1046085
- FCA authorised date:
- 05/01/26
Based in Cardiff, Dewis Financial Planning LTD is an FCA regulated company offering expert advice for life and investment planning, pension retirement, and overall financial planning. Their personalised approach serves a diverse range of clients.- ✔1 Financial Adviser
- 🪧19.1 Miles
- 📍Cardiff
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