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Find FCA registered Financial Advisers Near Me in BD3 9


We have found 614 relevant financial adviser firms within 30 miles of BD3 9. Showing page 13 of 41.

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  2. 🏢

    Jo Hovell Financial Planning and Solutions LTD

    FCA reg no.
    996101
    FCA authorised date:
    10/05/23
    FCA registered firm, Jo Hovell Financial Planning and Solutions Ltd, specialises in bespoke financial services including life investments, pensions retirement planning, and personal financial planning in Leeds, West Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Leeds
  3. 🏢

    Mills & Spenceley Limited

    FCA reg no.
    463264
    FCA authorised date:
    03/04/07
    Mills & Spenceley Limited is a Leeds-based financial firm offering comprehensive advice on insurance, pensions, investments, and more. Recognised for their professionalism, they serve a diverse range of clients. FCA regulated.
    1. ✔1 Financial Adviser
    2. 🪧10.7 Miles
    3. 📍Leeds
  4. 🏢

    OCULUS WEALTH MANAGEMENT (LEEDS) LIMITED

    FCA reg no.
    966740
    FCA authorised date:
    05/01/22
    Oculus Wealth Management in Wrenthorpe specialises in strategic financial planning, focusing on life investments, retirement pensions and final salary pension transfers. Known for delivering tailored regulated advice, they cater to varying clients.
    1. ✔1 Financial Adviser
    2. 🪧10.8 Miles
    3. 📍Wakefield
  5. 🏢

    Steve Thompson Financial Planning Limited

    FCA reg no.
    216415
    FCA authorised date:
    31/05/05
    Based in West Yorkshire, Steve Thompson Financial Planning Limited offers regulated financial advice across diverse sectors such as insurance and pensions. They specialize in investments and final salary pension transfers, providing personalized solutions under FCA number 216415.
    1. ✔2 Financial Advisers
    2. 🪧10.8 Miles
    3. 📍Wakefield
  6. 🏢

    Finli (IPWM) Limited

    FCA reg no.
    591331
    FCA authorised date:
    13/11/25
    IP Wealth Management Ltd is a reputable financial firm in West Yorkshire offering tailored financial planning, regulated advice and expert guidance in pensions, investments and more. Known for its approachable team and customer-centric service.
    1. ✔37 Financial Advisers
    2. 🪧11 Miles
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  8. 🏢

    Oculus Wealth Management (huddersfield) Limited

    FCA reg no.
    803183
    FCA authorised date:
    01/03/18
    Oculus Wealth Management is a trusted Huddersfield-based financial firm offering expert advice on life investments, pensions, retirement planning, and final salary pension transfers across West Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Huddersfield
  9. 🏢

    Finances Sorted Limited

    FCA reg no.
    306352
    FCA authorised date:
    31/10/04
    Finances Sorted Limited is a regulated financial company based in Ossett, West Yorkshire. They offer expert advice on life insurance, investments, retirement planning, and pension advice.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Ossett
  10. 🏢

    20:20 Financial Planning LTD

    FCA reg no.
    1007761
    FCA authorised date:
    07/03/24
    20:20 Financial Planning Ltd is a dedicated and FCA regulated firm in Huddersfield, West Yorkshire, offering expert financial planning services including life investments, pension advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧11 Miles
    3. 📍Huddersfield
  11. 🏢

    Kate Bailey Financial Planning Limited

    FCA reg no.
    926688
    FCA authorised date:
    26/05/20
    Kate Bailey Financial Planning Limited is a reputable, FCA-regulated firm in West Yorkshire that provides expert financial planning services tailored to each client's financial situation.
    1. ✔3 Financial Advisers
    2. 🪧11.2 Miles
    3. 📍Wakefield
  12. 🏢

    Andrew Heptinstall Financial Services LLP

    FCA reg no.
    486877
    FCA authorised date:
    16/09/08
    Regulated by the FCA, Andrew Heptinstall Independent Financial Adviser in West Yorkshire offers comprehensive life planning, investment, and retirement advice, serving client needs with a professional yet approachable style.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧11.2 Miles
    4. 📍Hebden Bridge
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  14. 🏢

    PFP Wealth Group LTD

    FCA reg no.
    953236
    FCA authorised date:
    20/06/21
    PFP Wealth Group Ltd, a FCA registered financial planning firm in Wakefield, offers personalised advice on life investments, retirement planning, and pension transfers, tailoring innovative solutions for a prosperous future.
    1. ✔25 Financial Advisers
    2. 🪧11.3 Miles
    3. 📍Wakefield
  15. 🏢

    Illuminate Wealth Management LTD

    FCA reg no.
    919607
    FCA authorised date:
    15/01/20
    Vision IFP is an FCA-regulated financial services firm in Leeds, West Yorkshire specialising in life insurance, investments, financial planning, and pension advice. Known for client-centric approaches and regional coverage.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Leeds
  16. 🏢

    Strive Financial Planning LTD

    FCA reg no.
    1040108
    FCA authorised date:
    15/08/25
    Strive Financial Planning Ltd, based in Hebden Bridge, West Yorkshire, offers tailored financial services including insurance, investments, and pensions. The firm ensures informed decisions with its professional expertise.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Hebden Bridge
  17. 🏢

    Holroyd & Co Wealth Management Limited

    FCA reg no.
    650965
    FCA authorised date:
    06/04/15
    Holroyd & Co Wealth Management Limited offers personalised financial services, including life insurance, investments, pensions advice and financial planning and is regulated by the FCA (650965).
    1. ✔2 Financial Advisers
    2. 🪧11.6 Miles
    3. 📍Huddersfield
  18. 🏢

    David Rollin

    FCA reg no.
    1003490
    FCA authorised date:
    16/10/23
    David Rollin is a leading financial services firm in West Yorkshire, offering expert advice on life insurance, investments, and pensions. Regulated by the FCA, they are dedicated to securing clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Wakefield
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