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Find FCA registered Financial Advisers Near Me in Carleton WF8


We have found 599 relevant financial adviser firms within 30 miles of Carleton WF8. Showing page 4 of 40.

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  2. 🏢

    Lwm10 LTD

    FCA reg no.
    458204
    FCA authorised date:
    14/11/06
    Lakeside Financial Solutions is a FCA regulated firm in Durkar, specialising in tailored financial advice and planning services, dedicated to catering the financial needs of the Greater Manchester and West Yorkshire regions.
    1. ✔3 Financial Advisers
    2. ✔12 Mortgage Brokers
    3. 🪧9.4 Miles
    4. 📍Wakefield
  3. 🏢

    BBT CONSULTING LLP

    FCA reg no.
    1010968
    FCA authorised date:
    25/07/24
    Bebbington Brumby Townend Group, a leading Wakefield-based financial firm, offers bespoke financial planning services, including life investments and pension advice, with a client-focused ethos.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Wakefield
  4. 🏢

    Regency Wealth LTD

    FCA reg no.
    578309
    FCA authorised date:
    26/03/12
    Regency Wealth Ltd is a Wakefield-based financial planning specialist offering professional, regulated guidance in life insurance, investments, and pension retirement advice. They prioritize personalized, client-centered services for individuals, small businesses, and large corporations.
    1. ✔12 Financial Advisers
    2. 🪧9.5 Miles
    3. 📍Wakefield
  5. 🏢

    REGENTIA LIFESTYLE PLANNING LTD

    FCA reg no.
    413890
    FCA authorised date:
    04/01/05
    Regentia Lifestyle Planning, an FCA-registered firm in West Yorkshire, provides comprehensive financial advice and services, specializing in insurance, investments, pensions and retirement plans with a client-centric approach.
    1. ✔6 Financial Advisers
    2. 🪧9.5 Miles
    3. 📍Wakefield
  6. 🏢

    Consulo Financial Planning Limited

    FCA reg no.
    624085
    FCA authorised date:
    16/07/14
    Consulo Financial Planning Limited, FCA-regulated company from Wakefield, West Yorkshire, offers comprehensive financial services including life, investments and pensions retirement advice for diverse clientele in Greater Manchester.
    1. ✔2 Financial Advisers
    2. 🪧9.5 Miles
    3. 📍Wakefield
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  8. 🏢

    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. 🪧9.6 Miles
    3. 📍Leeds
  9. 🏢

    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. 🪧9.6 Miles
    3. 📍Wakefield
  10. 🏢

    Michael Oliver Financial Consulting Limited

    FCA reg no.
    709941
    FCA authorised date:
    13/07/15
    Michael Oliver Financial Consulting Limited is a regulated and credible firm based in West Yorkshire, offering expert advice on life investments, retirement planning and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Wakefield
  11. 🏢

    Your Finance Matters Limited

    FCA reg no.
    707510
    FCA authorised date:
    10/11/15
    Your Finance Matters Limited is a Tadcaster-based financial firm offering reliable advice on planning, pensions, insurance, investments and retirement, regulated by FCA with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧10 Miles
    3. 📍Tadcaster
  12. 🏢

    Sovereign Wealth Limited

    FCA reg no.
    471459
    FCA authorised date:
    10/08/07
    Regulated by the FCA, Sovereign Wealth Limited is a reputable financial planning specialist in Leeds, providing bespoke advice on insurance, pensions, and investments to clients in West Yorkshire and surrounding areas.
    1. ✔52 Financial Advisers
    2. 🪧10 Miles
    3. 📍Leeds
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  14. 🏢

    Age Partnership Wealth Management Limited

    FCA reg no.
    670493
    FCA authorised date:
    01/07/15
    Age Partnership Wealth Management Limited provides comprehensive financial planning, regulated advice, and expert guidance on life investments and pensions retirement in Leeds, West Yorkshire. They specialize in tailored solutions for retirees and local families.
    1. ✔4 Financial Advisers
    2. 🪧10 Miles
    3. 📍Leeds
  15. 🏢

    PALM FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    593725
    FCA authorised date:
    01/07/13
    Palm Financial Management Limited is a trusted FCA-regulated financial service provider based in Leeds, specializing in life and investment advice, pensions retirement guidance, and strategic financial planning.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧10.1 Miles
    4. 📍Leeds
  16. 🏢

    Kirk Newsholme Financial Planning Limited

    FCA reg no.
    456138
    FCA authorised date:
    12/10/06
    Kirk Newsholme Financial Planning Limited, based in Leeds, offers expert, regulated advice on life planning, retirement, investments, and pensions. Known for their friendly, approachable style, they serve clients across West Yorkshire.
    1. ✔4 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Leeds
  17. 🏢

    Boag Dolman Financial Planning LTD

    FCA reg no.
    649925
    FCA authorised date:
    15/10/14
    Boag Dolman Financial Planning Ltd is a trusted Leeds-based firm offering extensive financial services, including pension advice and life investments. Renowned for customer satisfaction and tailored solutions, they make finance easily understandable.
    1. ✔2 Financial Advisers
    2. 🪧10.1 Miles
    3. 📍Leeds
  18. 🏢

    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. 🪧10.1 Miles
    3. 📍Leeds
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