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Find FCA registered Financial Advisers Near Me in HD7 4

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We have found 919 relevant financial adviser firms within 30 miles of HD7 4. Showing page 1 of 62.

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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. 🪧17.1 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. 🪧24.4 Miles
    3. 📍Sheffield
  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. 🪧57.5 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. 🪧57.5 Miles
    5. 📍Hilton
  6. 🏢

    Oculus Wealth Management (huddersfield) Limited

    FCA reg no.
    803183
    FCA authorised date:
    01/03/18
    Oculus Wealth Management is a trusted Huddersfield-based financial firm offering expert advice on life investments, pensions, retirement planning, and final salary pension transfers across West Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Huddersfield
  7. 🏢

    Berry Financial Management LTD

    FCA reg no.
    494866
    FCA authorised date:
    20/01/09
    Berry Financial Management Ltd, based in Huddersfield, offers tailored, regulated services in financial planning, including investments, insurance, pensions, and retirement planning, specialising in supporting local families and first-time buyers.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Huddersfield
  8. 🏢

    Heritage Wealth Solutions LTD

    FCA reg no.
    678847
    FCA authorised date:
    01/09/15
    1. ✔2 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Huddersfield
  9. 🏢

    DML Financial Advisers

    FCA reg no.
    232027
    FCA authorised date:
    11/05/04
    FCA registered DML Financial Advisers, based in Huddersfield, West Yorkshire, provides expert advice on life, investments and retirement planning. Known for its client-centric approach, it serves clients across the Yorkshire region.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧1.4 Miles
    4. 📍Huddersfield
  10. 🏢

    Holroyd & Co Wealth Management Limited

    FCA reg no.
    650965
    FCA authorised date:
    06/04/15
    Holroyd & Co Wealth Management Limited offers personalised financial services, including life insurance, investments, pensions advice and financial planning and is regulated by the FCA (650965).
    1. ✔2 Financial Advisers
    2. 🪧1.7 Miles
    3. 📍Huddersfield
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  12. 🏢

    Portal Financial Planning Limited

    FCA reg no.
    582149
    FCA authorised date:
    14/08/12
    Portal Financial Planning, a trusted FCA regulated firm in Huddersfield, excels in providing tailored advice on life insurance, investments and pension retirement plans across West Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Huddersfield
  13. 🏢

    TEMPEST ASSOCIATES LTD

    FCA reg no.
    740108
    FCA authorised date:
    28/02/17
    FCA-regulated Tempest Associates Ltd offers comprehensive financial advice from Huddersfield, West Yorkshire. Specialising in life investments, retirement planning, and general financial planning, they tailor services to individual client needs.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Huddersfield
  14. 🏢

    Zenia Wealth Management Limited

    FCA reg no.
    779289
    FCA authorised date:
    18/05/17
    Zenia Wealth Management Ltd. is a Huddersfield-based firm offering tailored financial services including life investments, pensions advice, and final salary pension transfers, ensuring clients' optimum financial health.
    1. ✔3 Financial Advisers
    2. 🪧2.4 Miles
    3. 📍Huddersfield
  15. 🏢

    Glynn Broadbent

    FCA reg no.
    520276
    FCA authorised date:
    15/03/10
    Glynn Broadbent is an FCA registered financial planner specialising in retirement, pension transfers, and life investments, providing trusted, tailored services in Greater Manchester and beyond.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Halifax
  16. 🏢

    Nicholas Harrison

    FCA reg no.
    993702
    FCA authorised date:
    22/03/23
    Nicholas Harrison is a reliable Financial Conduct Authority regulated firm in Krumlin, offering bespoke life and investment planning services to Halifax community and neighbouring West Yorkshire areas.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Halifax
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  18. 🏢

    Lumley Baxter Asset Management LLP

    FCA reg no.
    486803
    FCA authorised date:
    03/12/08
    Lumley Baxter Asset Management LLP, an FCA-registered financial advisory firm based in Huddersfield, specializes in tailored advice for life investments, pensions, retirement planning, and comprehensive financial solutions.
    1. ✔5 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Huddersfield
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