Are you an Adviser click here
Search Financial Advisers Logo
Our website uses Cookies.

You can set your preferences here.

Find FCA registered Financial Advisers Near Me in Birkendale S6

Search Financial Advisers Logo

We have found 528 relevant financial adviser firms within 30 miles of Birkendale S6. Showing page 1 of 36.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 🏢

    Sutherland Financial Planning LTD

    FCA reg no.
    1019359
    FCA authorised date:
    13/03/25
    Adam Sutherland is the Principal Investment Consultant at Sutherland Financial Planning Ltd. Sutherland Financial Planning Ltd is an Independent financial advice firm, authorised & regulated by the Financial Conduct Authority under FRN 1019359. Adam is a Qualified Investment Adviser with exp... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Sheffield
  3. 🏢

    Mosaac

    FCA reg no.
    581080
    FCA authorised date:
    15/06/12
    We’re a team of dedicated financial planners, passionate about delivering personalised advice tailored to your unique needs. With specialists in every area of financial planning—from retirement and investment strategies to estate planning, business owner support, protection planning, and mortgag... read full company profile
    1. ✔10 Financial Advisers
    2. ✔7 Mortgage Brokers
    3. ✔Min Pension Savings: £80,000
    4. ✔Min Assets: £100,000
    5. 🪧14.6 Miles
    6. 📍Barnsley
  4. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧40 Miles
    4. 📍Hilton
  5. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧40 Miles
    5. 📍Hilton
  6. 🏢

    Westside Independent Financial Services LLP

    FCA reg no.
    920851
    FCA authorised date:
    06/01/21
    Westside Independent Financial Services LLP, FCA registered firm, provides regulated financial planning and advice in Sheffield's region. Specializing in life, investment and pension planning, they serve clients with a client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Sheffield
  7. 🏢

    Leo Alexander Wealth & Financial Management Limited

    FCA reg no.
    624042
    FCA authorised date:
    13/02/15
    Leo Alexander Wealth & Financial Management Limited is a FCA regulated firm in Sheffield, offering comprehensive financial planning and wealth management solutions including insurance, investments, and personalised pensions retirement advice.
    1. ✔4 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Sheffield
  8. 🏢

    Hawsons Wealth Management Limited

    FCA reg no.
    586696
    FCA authorised date:
    03/12/12
    Hawsons Wealth Management Limited is a trustworthy, highly-regulated Sheffield-based firm known for excellent financial planning, pensions retirement advice, and investment advisory services to South Yorkshire residents.
    1. ✔4 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Sheffield
  9. 🏢

    Bletchley Financial LTD

    FCA reg no.
    958344
    FCA authorised date:
    04/01/22
    4. bletchleys is a Sheffield-based, FCA regulated firm specializing in life, investments and retirement planning. Trusted for tailored financial services, they are committed to help clients secure their financial future.
    1. ✔1 Financial Adviser
    2. 🪧0.9 Miles
    3. 📍Sheffield
  10. 🏢

    Lyonhurst Wealth Limited

    FCA reg no.
    959758
    FCA authorised date:
    06/10/21
    Lyonhurst Wealth Limited, near Sheffield, is a trusted, FCA-regulated financial advisory firm. Expert in life insurance, investments and pensions, they provide tailored advice for individual needs and goals.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Sheffield
  11. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  12. 🏢

    Woolhouse Douglas Wealth Management LTD

    FCA reg no.
    439590
    FCA authorised date:
    20/09/05
    Sheffield-based Woolhouse Douglas Wealth Management Ltd offers comprehensive financial services, including investment planning and pension advice. They focus on tailored solutions to help clients achieve financial goals. Regulated by the FCA.
    1. ✔3 Financial Advisers
    2. 🪧1 Miles
    3. 📍Sheffield
  13. 🏢

    John Andrew James

    FCA reg no.
    430635
    FCA authorised date:
    23/05/05
    James Consulting is a Sheffield-based, FCA-regulated financial services firm known for trustful advice and personalized service. They specialize in life investments, pensions retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Sheffield
  14. 🏢

    Fintrel Limited

    FCA reg no.
    1039156
    FCA authorised date:
    29/10/25
    Fintrel Limited, a reputable FCA-registered financial firm, specialises in life investments, pensions, and comprehensive financial planning, serving the Sheffield area with personalised services and insightful retirement advice.
    1. ✔10 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Sheffield
  15. 🏢

    Concept Wealth Limited

    FCA reg no.
    935289
    FCA authorised date:
    01/10/20
    Concept Wealth Limited, regulated by the FCA, is a trusted financial services firm based in Sheffield. Specialising in life investments, pensions, and retirement advice, they provide tailored financial guidance to local families and individuals.
    1. ✔2 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Sheffield
  16. 🏢

    Inco Financial Limited

    FCA reg no.
    991017
    FCA authorised date:
    01/02/23
    Inco Financial Limited, FCA registered no. 991017, is a Sheffield-based firm offering strategic financial planning, investment counselling, and advice on life and pensions retirement.
    1. ✔4 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Sheffield
  17. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  18. 🏢

    The Pension Planner LTD

    FCA reg no.
    669563
    FCA authorised date:
    01/06/15
    Sheffield-based The Pension Planner Ltd provides tailored financial services, including insurance, investment and pension advice. Regulated by the FCA, it offers personalised, comprehensible financial planning for peace of mind.
    1. ✔6 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Sheffield
Page 1 of 36. Showing results 1 to 15.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback