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Find FCA registered Financial Advisers Near Me in Holme BD5


We have found 685 relevant financial adviser firms within 30 miles of Holme BD5. Showing page 8 of 46.

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  2. 🏢

    Wealthconnect Financial Planning Limited

    FCA reg no.
    1040249
    FCA authorised date:
    29/09/25
    WealthConnect Financial Planning Limited, based in Leeds, offers comprehensive, tailored financial solutions including investments and pensions advice. FCA regulated and client-centric, the firm prioritises easing financial management for local families.
    1. ✔2 Financial Advisers
    2. 🪧8.6 Miles
    3. 📍Leeds
  3. 🏢

    Dune Financial Planning Limited

    FCA reg no.
    589130
    FCA authorised date:
    01/07/13
    Dune Financial Planning Limited is a trusted FCA regulated firm specializing in comprehensive financial services such as life insurance, investment management and retirement planning, serving West Yorkshire and nearby cities.
    1. ✔2 Financial Advisers
    2. 🪧8.6 Miles
    3. 📍Leeds
  4. 🏢

    W.DENIS FINANCIAL SERVICES LIMITED

    FCA reg no.
    120918
    FCA authorised date:
    01/12/01
    W.Denis Financial Services Ltd is an FCA-regulated firm based in Leeds, offering bespoke advice in investment and retirement planning. Their client-centric approach caters to diverse clients' financial goals.
    1. ✔5 Financial Advisers
    2. 🪧8.7 Miles
    3. 📍Leeds
  5. 🏢

    TRF Limited

    FCA reg no.
    834557
    FCA authorised date:
    01/11/19
    2. Options Wealth is a Leeds-based, FCA-regulated firm known for its wealth management expertise and client-focused approach, offering reliable advice on investments, retirement planning, and comprehensive financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Leeds
  6. 🏢

    Inspirational Financial Management LTD

    FCA reg no.
    223511
    FCA authorised date:
    28/07/03
    Inspirational Financial Management Ltd, based in Leeds, offers comprehensive financial planning services including life, investment planning, and pensions retirement advice. They are FCA regulated, ensuring reliable, client-focused advice.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧8.7 Miles
    4. 📍Leeds
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  8. 🏢

    Tracy Simpson Financial Consultancy LTD

    FCA reg no.
    912728
    FCA authorised date:
    28/08/19
    Tracy Simpson Financial Consultancy Ltd is a Leeds-based, FCA regulated firm offering expert financial planning, including life investments, pensions, retirement advice, and final salary pension transfers. They provide personalized and reliable services, adhering to regulatory standards.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Leeds
  9. 🏢

    Group Policy Services Limited

    FCA reg no.
    842754
    FCA authorised date:
    23/05/19
    Group Policy Services Limited, a Leeds-based FCA-regulated firm specializes in life investments, pensions, final salary pension transfers, and comprehensive financial planning for individuals planning retirement. Known for reliable, personalized services.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Leeds
  10. 🏢

    Four Wealth Planning Limited

    FCA reg no.
    1013905
    FCA authorised date:
    17/06/24
    2plan Wealth Management is a Leeds-based, FCA-regulated firm offering expert financial planning services including life and investment advice, pensions retirement advice, and strategic financial planning. Trusted across West Yorkshire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Leeds
  11. 🏢

    2 Plan Wealth Management Limited

    FCA reg no.
    461598
    FCA authorised date:
    02/04/07
    1. 2 Plan Wealth Management, an FCA regulated firm based in Leeds, specialises in financial planning and retirement advice. Services range from managing investments to final salary pension transfers.
    1. ✔198 Financial Advisers
    2. ✔49 Mortgage Brokers
    3. 🪧8.7 Miles
    4. 📍Leeds
  12. 🏢

    Cove Financial Planning (leeds) Limited

    FCA reg no.
    1018948
    FCA authorised date:
    18/08/25
    Cove Financial Planning is a trusted, FCA-regulated firm in Leeds offering bespoke financial advice on life and investment planning, pensions and retirement. They are known for their customer-centric approach, integrity, and expertise.
    1. ✔2 Financial Advisers
    2. 🪧8.7 Miles
    3. 📍Leeds
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  14. 🏢

    Wealth Aspirations LLP

    FCA reg no.
    573420
    FCA authorised date:
    13/12/12
    Wealth Aspirations LLP is a trusted, FCA regulated financial services firm based in West Yorkshire, offering expert advice in insurance, investments, retirement planning, and providing customised financial solutions.
    1. ✔4 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Otley
  15. 🏢

    Financial Framework Wealth & Estate Planning Limited

    FCA reg no.
    843450
    FCA authorised date:
    03/12/19
    Financial Framework Wealth & Estate Planning Limited is a West Yorkshire-based FCA-registered firm providing effective financial solutions and regulated advice on life, investments, and pensions retirement.
    1. ✔11 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Otley
  16. 🏢

    Wharfebank Financial Planning LLP

    FCA reg no.
    835262
    FCA authorised date:
    05/03/19
    Wharfebank Financial Planning LLP in Otley, West Yorkshire, offers regulated advice on life, investments, and pensions retirement, including final salary pension transfers and comprehensive financial planning.
    1. ✔3 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Otley
  17. 🏢

    CPH Financial Planning LTD

    FCA reg no.
    726130
    FCA authorised date:
    19/11/15
    CPH Financial Planning Ltd, based in Leeds, is a trusted FCA registered financial firm offering personalised planning services like insurance, investments and retirement advice for businesses and individuals.
    1. ✔2 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Leeds
  18. 🏢

    Greaves Financial Services LTD

    FCA reg no.
    526574
    FCA authorised date:
    25/06/10
    Regulated by the FCA, Greaves Financial Services Ltd in Leeds offers reliable financial planning solutions including life insurance, pensions retirement advice, and investment management. Recognised for professional & tailored client-focused services.
    1. ✔2 Financial Advisers
    2. 🪧8.8 Miles
    3. 📍Leeds
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