Find FCA registered Financial Advisers Near Me in BD98 5
We have found 677 relevant financial adviser firms within 30 miles of BD98 5. Showing page 14 of 46.
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New Oak Wealth Management Limited
- FCA reg no.
- 440850
- FCA authorised date:
- 17/01/06
New Oak Wealth Management Limited, located in Kirkburton, is a reputable financial firm offering tailored financial services, including insurance and retirement advice, to clients across West Yorkshire and beyond.- ✔3 Financial Advisers
- 🪧13.2 Miles
- 📍Huddersfield
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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 Financial Adviser
- 🪧13.2 Miles
- 📍Ossett
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James Kenny Wealth Management LLP
- FCA reg no.
- 484390
- FCA authorised date:
- 09/06/08
James Kenny Wealth Management LLP, an FCA-regulated firm based in Leeds, offers reliable financial advice and wealth management services, including investments, pension advice, and financial planning, with a client-focused approach.- ✔1 Financial Adviser
- 🪧13.2 Miles
- 📍Leeds
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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.- ✔37 Financial Advisers
- 🪧13.3 Miles
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SMG F S Limited
- FCA reg no.
- 118158
- FCA authorised date:
- 01/12/01
Leeds-based SMG F S Limited offers personalised financial services including life insurance, investments, and pensions retirement advice. They are a regulated, trustworthy firm specialising in final salary pension transfers.- ✔5 Financial Advisers
- 🪧13.3 Miles
- 📍Leeds
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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 Financial Adviser
- 🪧13.4 Miles
- 📍Wakefield
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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 Financial Adviser
- 🪧13.4 Miles
- 📍Wakefield
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Clarity Wealth Limited
- FCA reg no.
- 758444
- FCA authorised date:
- 01/12/16
Clarity Wealth Limited is a trusted, FCA-regulated financial firm in Leeds specialising in insurance, investments, pensions advice, and comprehensive financial planning. Known for their client-centric, approachable service, they cater to businesses and individuals alike.- ✔4 Financial Advisers
- 🪧13.6 Miles
- 📍Leeds
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Lazenbys Financial Services Limited
- FCA reg no.
- 811996
- FCA authorised date:
- 09/01/19
Lazenbys Financial Services Limited in Leeds offers trusted, regulated financial advice and planning, covering retirement, investment, life assurance, and pension advice across West Yorkshire.- ✔2 Financial Advisers
- 🪧13.6 Miles
- 📍Leeds
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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.- ✔2 Financial Advisers
- 🪧13.7 Miles
- 📍Wakefield
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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 Financial Adviser
- 🪧13.7 Miles
- 📍Leeds
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Peter Meadway
- FCA reg no.
- 163292
- FCA authorised date:
- 01/12/01
Peter Meadway, a trusted financial firm based in Lancashire, offers comprehensive financial planning services. Their tailored approach focuses on individual client needs ensuring a secure financial future. Regulated by FCA (163292).- ✔1 Financial Adviser
- 🪧13.8 Miles
- 📍Colne
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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.- ✔3 Financial Advisers
- 🪧13.8 Miles
- 📍Wakefield
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LJ Financial Planning (AJT) Limited
- FCA reg no.
- 697854
- FCA authorised date:
- 21/05/15
LJ Financial Planning (AJT) Limited, a trusted firm based in Lancashire, provides tailored financial planning services including pension advice and life insurance in the Oldham and Greater Manchester area.- ✔1 Financial Adviser
- 🪧13.8 Miles
- 📍Colne
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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 Financial Adviser
- 🪧13.9 Miles
- 📍Leeds
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