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Find FCA registered Financial Advisers Near Me in HG1 5

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We have found 445 relevant financial adviser firms within 30 miles of HG1 5. Showing page 1 of 30.

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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. 🪧7.3 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. 🪧27.5 Miles
    6. 📍Barnsley
  4. 🏢

    Alastair Crack

    FCA reg no.
    586685
    FCA authorised date:
    30/10/23
    Alastair Crack is a trusted, FCA-regulated financial planning firm based in Harrogate, offering tailored advice on retirement, pensions, investments and other financial matters to clients across the region.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Harrogate
  5. 🏢

    CSM Financial Limited

    FCA reg no.
    734820
    FCA authorised date:
    23/07/21
    CSM Financial Limited is a highly regarded, FCA-regulated financial firm in Harrogate, North Yorkshire, specialising in tailored financial planning, life investments, and pension transfer services.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Harrogate
  6. 🏢

    COOPER PARK WEALTH MANAGEMENT LIMITED

    FCA reg no.
    228865
    FCA authorised date:
    02/01/04
    Cooper Park Wealth Management, a Harrogate-based firm, offers regulated financial advice and planning. Experts in pensions retirement advice and investment planning, they provide tailored solutions across the UK.
    1. ✔2 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍Harrogate
  7. 🏢

    Ellis Bates Wealth Management Limited

    FCA reg no.
    631117
    FCA authorised date:
    02/02/15
    Ellis Bates Wealth Management is a leading FCA-regulated financial planning firm in Harrogate, North Yorkshire, known for personalized advice on life investments, pensions, and retirement planning.
    1. ✔17 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Harrogate
  8. 🏢

    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. 🪧0.5 Miles
    3. 📍Harrogate
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  10. 🏢

    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. 🪧0.5 Miles
    3. 📍Harrogate
  11. 🏢

    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. 🪧0.5 Miles
    3. 📍Harrogate
  12. 🏢

    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. 🪧0.5 Miles
    3. 📍Harrogate
  13. 🏢

    Oculus Wealth Management (coppice) Limited

    FCA reg no.
    1002582
    FCA authorised date:
    17/10/23
    Oculus Wealth Management Ltd, based in Harrogate, North Yorkshire, is a FCA registered firm specializing in life insurance, investments, financial planning, and tailored pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Harrogate
  14. 🏢

    Oculus Wealth Management (manchester) Limited

    FCA reg no.
    995420
    FCA authorised date:
    26/04/23
    Oculus Wealth Management is a respected Greater Manchester-based financial services firm, specialising in investment advice, life and retirement planning, including final salary pension transfers. They provide regulated, tailored advice for assured investment choices.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Harrogate
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  16. 🏢

    Oculus Wealth Management (leodis) Limited

    FCA reg no.
    1010340
    FCA authorised date:
    09/03/24
    Oculus Wealth Management (Leodis) Limited is a reputable FCA-regulated financial services firm in Harrogate, offering comprehensive bespoke financial advice including investments, pensions and life coverage.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Harrogate
  17. 🏢

    Oculus Wealth Management (DEP) Limited

    FCA reg no.
    1034717
    FCA authorised date:
    24/06/25
    Oculus Wealth Management is a reputable FCA regulated financial firm in Harrogate, specializing in life investments and retirement advice. They provide tailored financial planning services based on unique client needs.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Harrogate
  18. 🏢

    Oculus Wealth Management Limited

    FCA reg no.
    605985
    FCA authorised date:
    02/01/14
    Oculus Wealth Management Limited, based in Harrogate, offers specialised financial services including life and investment planning, pensions retirement advice, and comprehensive financial planning, known for their integrity, dedication, and personalised services.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Harrogate
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