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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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.- ✔2 Financial Advisers
- 🪧8.6 Miles
- 📍Leeds
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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.- ✔2 Financial Advisers
- 🪧8.6 Miles
- 📍Leeds
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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.- ✔5 Financial Advisers
- 🪧8.7 Miles
- 📍Leeds
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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 Financial Adviser
- 🪧8.7 Miles
- 📍Leeds
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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.- ✔2 Financial Advisers
- ✔1 Mortgage Broker
- 🪧8.7 Miles
- 📍Leeds
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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 Financial Adviser
- 🪧8.7 Miles
- 📍Leeds
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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 Financial Adviser
- 🪧8.7 Miles
- 📍Leeds
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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 Financial Adviser
- 🪧8.7 Miles
- 📍Leeds
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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.- ✔198 Financial Advisers
- ✔49 Mortgage Brokers
- 🪧8.7 Miles
- 📍Leeds
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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.- ✔2 Financial Advisers
- 🪧8.7 Miles
- 📍Leeds
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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.- ✔4 Financial Advisers
- 🪧8.8 Miles
- 📍Otley
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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.- ✔11 Financial Advisers
- 🪧8.8 Miles
- 📍Otley
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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.- ✔3 Financial Advisers
- 🪧8.8 Miles
- 📍Otley
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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.- ✔2 Financial Advisers
- 🪧8.8 Miles
- 📍Leeds
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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.- ✔2 Financial Advisers
- 🪧8.8 Miles
- 📍Leeds
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