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Find FCA registered Financial Advisers Near Me in Whitchurch / Yr Eglwys Newydd CF14


We have found 403 relevant financial adviser firms within 30 miles of Whitchurch / Yr Eglwys Newydd CF14. Showing page 3 of 27.

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  2. 🏢

    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. 🪧1.8 Miles
    3. 📍Cardiff
  3. 🏢

    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. 🪧1.9 Miles
    3. 📍Cardiff
  4. 🏢

    WPS Wealth Limited

    FCA reg no.
    1023571
    FCA authorised date:
    01/04/25
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1.9 Miles
    4. 📍Cardiff
  5. 🏢

    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. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Cardiff
  6. 🏢

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

    CARLSON WEALTH MANAGEMENT LIMITED

    FCA reg no.
    673112
    FCA authorised date:
    14/05/15
    Carlson Wealth Management Limited, based in Cardiff, is a reputable, FCA-regulated financial services firm specializing in comprehensive financial planning. They offer tailored wealth strategies and expert advice on life investments, pensions retirement and more.
    1. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Cardiff
  9. 🏢

    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. ✔1 Financial Adviser
    2. 🪧2.1 Miles
    3. 📍Cardiff
  10. 🏢

    SLD Wealth Limited

    FCA reg no.
    997272
    FCA authorised date:
    02/06/23
    SLD Wealth Limited in Cardiff offers personalised, regulated financial advice. Services include life, investments, pensions, retirement advice, and general financial planning. Known for a client-centric approach, they provide individual-oriented practical solutions.
    1. ✔3 Financial Advisers
    2. 🪧2.2 Miles
    3. 📍Cardiff
  11. 🏢

    Jonathan Richards Financial Consultancy LTD

    FCA reg no.
    725999
    FCA authorised date:
    03/11/16
    Jonathan Richards Financial Consultancy Ltd, based in Cardiff, is a FCA-regulated advisor specializing in life, investments, pensions advice, and comprehensive financial planning. Known for their personalised, client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Cardiff
  12. 🏢

    Financial Planning (Wales) LTD

    FCA reg no.
    190597
    FCA authorised date:
    01/12/01
    Financial Planning (Wales) Ltd, a FCA-regulated firm in Cardiff, offers expert guidance on investments and retirement plans to diverse clients. They provide personalised financial strategies without resorting to jargon.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Cardiff
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  14. 🏢

    Waverley Court Consulting LTD

    FCA reg no.
    624087
    FCA authorised date:
    11/08/14
    Waverley Court Consulting Ltd is a FCA recognised Welsh financial services firm, specialising in personalised financial planning, life insurance, and investment opportunities. They are trusted for offering bespoke, client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Cardiff
  15. 🏢

    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.
    1. ✔8 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧2.5 Miles
    4. 📍Cardiff
  16. 🏢

    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.
    1. ✔2 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Cardiff
  17. 🏢

    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.
    1. ✔8 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.5 Miles
    4. 📍Cardiff
  18. 🏢

    Lyles' Independent Financial Advice Limited

    FCA reg no.
    740148
    FCA authorised date:
    06/02/24
    Lyles' Independent Financial Advice Limited is a trusted, FCA regulated firm in St. Fagans, offering personalised financial guidance and planning in investments, pensions, and retirement across South Glamorgan.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Cardiff
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