Are you an Adviser click here
Search Financial Advisers Logo
Our website uses Cookies.

You can set your preferences here.

Find FCA registered Financial Advisers Near Me in Helmsley

Search Financial Advisers Logo

We have found 241 relevant financial adviser firms within 30 miles of Helmsley. Showing page 1 of 17.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 👤

    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. 🪧37.7 Miles
    4. 📍Beverley
  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. 🪧47.6 Miles
    6. 📍Barnsley
  4. 🏢

    MOWATT FINANCIAL PLANNING LIMITED

    FCA reg no.
    503837
    FCA authorised date:
    01/10/09
    Based in York, Mowatt Financial Planning Limited is a FCA-regulated firm offering comprehensive financial services including life and investment opportunities and pension retirement advice to locals and North Yorkshire residents.
    1. ✔2 Financial Advisers
    2. 🪧10.3 Miles
    3. 📍York
  5. 🏢

    Swift & Brining Financial Planning Limited

    FCA reg no.
    646586
    FCA authorised date:
    15/09/14
    Swift & Brining Financial Planning Limited, based in North Yorkshire, offers dependable, personalized financial services such as life and investment planning, retirement advice and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧10.6 Miles
    3. 📍Malton
  6. 🏢

    Thomas David Bruce

    FCA reg no.
    1021906
    FCA authorised date:
    04/12/24
    Regulated by the FCA, Thomas David Bruce provides a variety of financial services such as insurance, investments, and pensions. Based in North Yorkshire, they serve individuals and businesses with professional, tailored financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Pickering
  7. 🏢

    Hallgarth Wealth Planning (yorkshire) LTD

    FCA reg no.
    842148
    FCA authorised date:
    15/05/19
    Regulated by the FCA, Hallgarth Wealth Planning is a trusted financial planning firm in North Yorkshire, specialising in life & investments, pensions retirement advice and holistic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Pickering
  8. 🏢

    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. 🪧12.2 Miles
    3. 📍Thirsk
  9. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  10. 🏢

    Paulina Worthington

    FCA reg no.
    916483
    FCA authorised date:
    07/11/19
    Paulina Worthington is a well-regarded North Yorkshire-based financial planning firm, known for client-centered, regulated advice on life investment, pension retirement and more, assisting clients towards financial freedom.
    1. ✔1 Financial Adviser
    2. 🪧12.8 Miles
    3. 📍Malton
  11. 🏢

    Nestbox Financial Planning LTD

    FCA reg no.
    1030135
    FCA authorised date:
    28/03/25
    Nestbox Financial Planning Ltd is a trusted FCA-regulated firm in North Yorkshire, specializing in personalized financial planning and advice for individuals and businesses. Expertise includes life investments and pension guidance.
    1. ✔1 Financial Adviser
    2. 🪧12.9 Miles
    3. 📍Northallerton
  12. 🏢

    Seekings & Wardle Financial Services LTD

    FCA reg no.
    232341
    FCA authorised date:
    25/07/12
    A renowned financial firm based in North Yorkshire, Seekings & Wardle Financial Services Ltd offers comprehensive advice on life and investment planning, pensions retirement, and bespoke financial planning.
    1. ✔2 Financial Advisers
    2. 🪧13.1 Miles
    3. 📍Malton
  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. 🪧13.8 Miles
    3. 📍York
  14. 🏢

    HATHAWAY & COPE (LIFE & PENSIONS) LIMITED

    FCA reg no.
    470730
    FCA authorised date:
    01/10/07
    Hathaway & Cope (Life & Pensions) Ltd is a leading FCA regulated financial advisory firm in North Yorkshire, offering tailored life, investment, and pension services across Northeast England.
    1. ✔2 Financial Advisers
    2. 🪧15.6 Miles
    3. 📍Stokesley
  15. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  16. 🏢

    Quigley & Partners Limited

    FCA reg no.
    526101
    FCA authorised date:
    22/09/10
    Quigley & Partners Ltd, a reputable FCA-regulated firm (#526101), specializes in comprehensive financial planning services in Stokesley, North Yorkshire, including life/investment planning and pensions/retirement advice.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧15.6 Miles
    4. 📍Stokesley
  17. 🏢

    A W Financial Services Limited

    FCA reg no.
    912675
    FCA authorised date:
    03/04/20
    A W Financial Services offers expert, FCA regulated financial advice and planning, specialising in life, investments, and retirement planning from their North Yorkshire base. Recognised for personalised, client-focused strategies.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧15.7 Miles
    4. 📍Middlesbrough
  18. 🏢

    BENSON FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    765005
    FCA authorised date:
    12/07/17
    Benson Financial Management Limited is a FCA registered firm in North Yorkshire, offering bespoke financial advice, including investment planning, pension transfers, and strategic planning, to secure clients' future.
    1. ✔1 Financial Adviser
    2. 🪧15.7 Miles
    3. 📍Middlesbrough
Page 1 of 17. Showing results 1 to 15.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback