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Find FCA registered Financial Advisers Near Me in DN7 4

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We have found 471 relevant financial adviser firms within 30 miles of DN7 4. Showing page 1 of 32.

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  2. 🏢

    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. 🪧17.8 Miles
    6. 📍Barnsley
  3. 🏢

    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. 🪧21.9 Miles
    3. 📍Sheffield
  4. 👤

    Ricardo Da Silva

    Linkage Financial Solutions
    FCA reg no.
    RJC00135
    FCA authorised date:
    28/06/23
    DipPFS CII Level 4 Diploma in Financial Planning CII Financial Planning Certificate Life & Pensions Foundation Certificate CII Level 3 Certificate in Equity Release Certificate in Life and Pensions CII Level 3 Award in Long Term Care Insurance CII Level 4 Award in Pensions Update Pension Transfers &... read full individual profile
    1. ✔Min Pension Savings: £125,000
    2. ✔Min Assets: £300,000
    3. 🪧31.1 Miles
    4. 📍Beverley
  5. 👤

    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. 🪧57.6 Miles
    4. 📍Hilton
  6. 🏢

    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. 🪧57.6 Miles
    5. 📍Hilton
  7. 🏢

    Ideal Financial Management Limited

    FCA reg no.
    209535
    FCA authorised date:
    08/05/02
    Ideal Financial Management Limited, a FCA regulated firm, offers expert financial services including insurance, investments and financial planning. Known for professionalism, this South Yorkshire-based company provides bespoke, client-focused solutions.
    1. ✔4 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧1.6 Miles
    4. 📍Doncaster
  8. 🏢

    Laura Wood

    FCA reg no.
    1018568
    FCA authorised date:
    31/10/24
    Laura Wood is a leading Manchester-based financial advisor, renowned for her regulated, client-centric approach to pensions, investments, and financial planning, with a focus on tailored, personalized services. FCA registration number 1018568.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Kirk Sandall
  9. 🏢

    Casterdon Financial Planning LTD

    FCA reg no.
    541861
    FCA authorised date:
    19/02/11
    Casterdon Financial Planning Ltd is a trusted, FCA registered firm in Armthorpe, Doncaster, providing regulated advice on investments, pensions, and financial planning to clients across South Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Doncaster
  10. 🏢

    IAN BLESSED and CO, INDEPENDENT FINANCIAL CONSULTANTS LTD

    FCA reg no.
    458414
    FCA authorised date:
    02/01/07
    Ian Blessed and Co, located in Doncaster, is a trusted FCA-registered financial firm specializing in services like life insurance, investments, pension advice, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Doncaster
  11. 🏢

    Dwight Morrey Wealth Management LTD

    FCA reg no.
    477876
    FCA authorised date:
    21/01/08
    Dwight Morrey Wealth Management is a Doncaster-based, FCA regulated firm specialising in strategic financial planning, offering services like life insurance, investments, and final salary pension transfers. They are dedicated to secure their clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧4.8 Miles
    3. 📍Doncaster
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  13. 🏢

    CARRMICHAELS LIMITED

    FCA reg no.
    511609
    FCA authorised date:
    22/01/10
    Carrmichaels Ltd, a highly-regarded financial services firm based in South Yorkshire, offers expert, tailored advice on insurance, retirement, and investments, ensuring informed decisions for local families and businesses.
    1. ✔1 Financial Adviser
    2. 🪧4.9 Miles
    3. 📍Doncaster
  14. 🏢

    Barry Fenton Independent Financial Advisers LTD

    FCA reg no.
    460779
    FCA authorised date:
    16/01/07
    UK-based Barry Fenton Independent Financial Advisers Ltd offers expert advice on investments, retirement planning and pensions. Known for their approachability, they provide bespoke financial solutions in Doncaster and surrounding regions.
    1. ✔2 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Doncaster
  15. 🏢

    DISTINCT FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    225553
    FCA authorised date:
    21/08/03
    Distinct Financial Management Ltd in Doncaster offers personalised financial planning and regulated advice, specialising in life investments and pensions retirement advice. FCA regulated for transparency and integrity.
    1. ✔3 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Doncaster
  16. 🏢

    Vulcan Financial Services LTD

    FCA reg no.
    955396
    FCA authorised date:
    23/07/21
    2plan wealth management is an FCA-regulated firm offering tailored financial services including life insurance, investments, and pensions advice, with expertise in final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧4.9 Miles
    3. 📍Doncaster
  17. 🏢

    Dobson & Hodge Limited

    FCA reg no.
    141933
    FCA authorised date:
    01/12/01
    Dobson & Hodge Limited is a FCA regulated financial services firm in Doncaster, South Yorkshire, known for offering tailored advice on life, investments, and pensions retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Doncaster
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