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Find FCA registered Financial Advisers Near Me in Clotherholme HG4

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We have found 371 relevant financial adviser firms within 30 miles of Clotherholme HG4. Showing page 1 of 25.

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  2. 🏢

    Eaden Wealth Management

    FCA reg no.
    401696
    FCA authorised date:
    29/06/04
    Our focus is on maintaining long term, trusted relationships with our clients. We have found that whilst they share similar concerns, our clients all need individual solutions to their problems. Many have received financial advice in the past; however the overwhelming feeling is that it is fragment... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £100,000
    3. ✔Min Assets: £100,000
    4. 🪧16.1 Miles
    5. 📍Wetherby
  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. 🪧37.7 Miles
    6. 📍Barnsley
  4. 🏢

    MAUNBY INVESTMENT MANAGEMENT LIMITED

    FCA reg no.
    114428
    FCA authorised date:
    01/12/01
    Maunby Investment Management Limited is an FCA-regulated financial services firm in North Yorkshire, specializing in wealth management, investment, financial planning, pension retirement advice, and bespoke funeral plans.
    1. ✔6 Financial Advisers
    2. 🪧1.1 Miles
    3. 📍Ripon
  5. 🏢

    Jenner Wealth Management LTD

    FCA reg no.
    769776
    FCA authorised date:
    19/01/17
    Jenner Wealth Management Ltd, based in Ripon, North Yorkshire, provides expert financial planning and regulated advice, specializing in life investments and retirement advice, with a proven track record in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Ripon
  6. 🏢

    Fletcher Associates Financial Services Limited

    FCA reg no.
    456034
    FCA authorised date:
    02/10/06
    Fletcher Associates is a FCA-registered financial firm in Ripon, specialising in strategic planning and regulated advice on life insurance, investments, and pensions retirement. They are client-focused, accessible, and approachable.
    1. ✔2 Financial Advisers
    2. 🪧4.2 Miles
    3. 📍Ripon
  7. 🏢

    Oracle Wealth LTD

    FCA reg no.
    606836
    FCA authorised date:
    02/01/14
    Based in Kirby Hill, Oracle Wealth Ltd offers expert financial planning and FCA-regulated advice. Specializing in life investments and retirement planning, we're dedicated to securing the financial future of North Yorkshire locals.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍York
  8. 🏢

    Mark Ashworth

    FCA reg no.
    515076
    FCA authorised date:
    22/12/09
    MSA Financial in Harrogate, North Yorkshire offers reliable financial services including investment, retirement advice, and planning. Known for its customized, client-focused approach, it's a trusted choice for local families and new finance seekers.
    1. ✔1 Financial Adviser
    2. 🪧6.3 Miles
    3. 📍Harrogate
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  10. 🏢

    Sutcliffe Wealth Management Limited

    FCA reg no.
    1000517
    FCA authorised date:
    15/09/23
    Located in North Yorkshire, Sutcliffe Wealth Management Limited is a reputable financial firm offering tailored services in investments, pensions, and retirement advice. Known for its client-centric approach, it is regulated by FCA.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Harrogate
  11. 🏢

    Assured Financial Planning Limited

    FCA reg no.
    775199
    FCA authorised date:
    19/06/17
    Harrogate-based Assured Financial Planning Limited is a FCA-regulated firm known for its professional service. The expert team provides personalised advice on life, investments, pensions, and comprehensive financial planning with empathy and expertise.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Harrogate
  12. 🏢

    Andrew Mitchard

    FCA reg no.
    591546
    FCA authorised date:
    19/11/12
    Andrew Mitchard is a reliable financial services firm in North Yorkshire, offering personalised advice on life investments, pensions, and retirement planning, regulated by the FCA (#591546).
    1. ✔1 Financial Adviser
    2. 🪧8.8 Miles
    3. 📍Thirsk
  13. 🏢

    Platinum Advice Limited

    FCA reg no.
    685248
    FCA authorised date:
    02/09/15
    Platinum Advice Limited is a reputable, FCA-regulated financial planning firm in York, offering tailored advice on life investments and retirement. Known for their professionalism and client-focused approach across North Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍York
  14. 🏢

    Oculus Wealth Management (shropshire) LTD

    FCA reg no.
    970471
    FCA authorised date:
    22/02/22
    Oculus Wealth Management is a trusted, FCA regulated financial services firm based in Harrogate, North Yorkshire. They offer strategic planning and expert advice on investments, pensions and insurance products.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Harrogate
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  16. 🏢

    Oculus Wealth Management (dulwich) Limited

    FCA reg no.
    1027592
    FCA authorised date:
    19/03/25
    North Yorkshire-based Oculus Wealth Management offers comprehensive financial planning services. Specialising in insurance, investments, pensions, and final salary pension transfers, it provides client-focused solutions and regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Harrogate
  17. 🏢

    Oculus Wealth Management (west London) Limited

    FCA reg no.
    1034718
    FCA authorised date:
    01/07/25
    Based in Harrogate, Oculus Wealth Management is a FCA regulated company specialising in financial services like life insurance, investments, pensions, retirement advice, and financial planning. They are known for their integrity, professionalism, and personalised services.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Harrogate
  18. 🏢

    Oculus Wealth Management (aberdovey) Limited

    FCA reg no.
    998091
    FCA authorised date:
    16/06/23
    Oculus Wealth Management, an FCA-registered firm in Harrogate, North Yorkshire, offers comprehensive financial services including life insurance, pensions advice, and investment strategies tailored to secure your financial future.
    1. ✔2 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Harrogate
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