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Find FCA registered Financial Advisers Near Me in Birks LS27


We have found 645 relevant financial adviser firms within 30 miles of Birks LS27. Showing page 3 of 43.

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  2. 🏢

    RH Wealth Management LTD

    FCA reg no.
    718898
    FCA authorised date:
    01/10/15
    RH Wealth Management Ltd, regulated by the FCA, provides tailored financial planning and advice in Ossett, West Yorkshire. Services include life/investment planning, retirement advice, pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Ossett
  3. 🏢

    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. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Leeds
  4. 🏢

    Tracy Simpson Financial Consultancy LTD

    FCA reg no.
    912728
    FCA authorised date:
    28/08/19
    Tracy Simpson Financial Consultancy Ltd is a Leeds-based, FCA regulated firm offering expert financial planning, including life investments, pensions, retirement advice, and final salary pension transfers. They provide personalized and reliable services, adhering to regulatory standards.
    1. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Leeds
  5. 🏢

    Group Policy Services Limited

    FCA reg no.
    842754
    FCA authorised date:
    23/05/19
    Group Policy Services Limited, a Leeds-based FCA-regulated firm specializes in life investments, pensions, final salary pension transfers, and comprehensive financial planning for individuals planning retirement. Known for reliable, personalized services.
    1. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Leeds
  6. 🏢

    Four Wealth Planning Limited

    FCA reg no.
    1013905
    FCA authorised date:
    17/06/24
    2plan Wealth Management is a Leeds-based, FCA-regulated firm offering expert financial planning services including life and investment advice, pensions retirement advice, and strategic financial planning. Trusted across West Yorkshire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Leeds
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  8. 🏢

    2 Plan Wealth Management Limited

    FCA reg no.
    461598
    FCA authorised date:
    02/04/07
    1. 2 Plan Wealth Management, an FCA regulated firm based in Leeds, specialises in financial planning and retirement advice. Services range from managing investments to final salary pension transfers.
    1. ✔198 Financial Advisers
    2. ✔49 Mortgage Brokers
    3. 🪧4.3 Miles
    4. 📍Leeds
  9. 🏢

    Francis Klonowski

    FCA reg no.
    178804
    FCA authorised date:
    23/07/12
    Francis Klonowski provides expert, tailored financial services in Leeds, including life insurance, pensions, retirement advice and more. Regulated by the FCA, they are dedicated to securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Leeds
  10. 🏢

    Gray Financial LTD

    FCA reg no.
    216312
    FCA authorised date:
    31/05/05
    Regulated advisory firm, Gray Financial Ltd, specializes in bespoke financial planning, including life investments and pensions. Known for personalized service, they're trusted in West Yorkshire for client-centric strategies.
    1. ✔2 Financial Advisers
    2. 🪧4.4 Miles
    3. 📍Liversedge
  11. 🏢

    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. 🪧4.4 Miles
    3. 📍Wakefield
  12. 🏢

    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. 🪧4.4 Miles
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  14. 🏢

    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. 🪧4.5 Miles
    3. 📍Wakefield
  15. 🏢

    Progeny Wealth Limited

    FCA reg no.
    116460
    FCA authorised date:
    01/12/01
    Progeny Wealth Limited in Leeds offers personalised, regulated financial planning services, including life insurance and pensions advice. Known for being trustful and approachable, they serve local individuals and regions around Leeds.
    1. ✔76 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧4.5 Miles
    4. 📍Leeds
  16. 🏢

    Tozer LLP

    FCA reg no.
    466675
    FCA authorised date:
    01/05/07
    Based in Cleckheaton, Tozer Insurance provides comprehensive financial guidance, including investments and pension planning. Known for its tailored, client-focused approach, it's a standout in West Yorkshire's financial sector.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧4.5 Miles
    4. 📍Cleckheaton
  17. 🏢

    The Pentelow Practice LTD

    FCA reg no.
    402108
    FCA authorised date:
    13/07/04
    Pentelow Practice Ltd, based in Leeds, offers professional financial advice on life and investments, specializing in pensions retirement and final salary pension transfers. Regulated by the FCA, they serve both individual and corporate clients.
    1. ✔4 Financial Advisers
    2. 🪧4.5 Miles
    3. 📍Leeds
  18. 🏢

    Inspirational Financial Management LTD

    FCA reg no.
    223511
    FCA authorised date:
    28/07/03
    Inspirational Financial Management Ltd, based in Leeds, offers comprehensive financial planning services including life, investment planning, and pensions retirement advice. They are FCA regulated, ensuring reliable, client-focused advice.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧4.6 Miles
    4. 📍Leeds
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