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Find FCA registered Financial Advisers Near Me in Holmfirth

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We have found 878 relevant financial adviser firms within 30 miles of Holmfirth. Showing page 1 of 59.

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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. 🪧13.8 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. 🪧18.7 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. 🪧52.3 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. 🪧52.3 Miles
    5. 📍Hilton
  6. 🏢

    Faye Formisano

    FCA reg no.
    467606
    FCA authorised date:
    08/05/07
    West Yorkshire-based financial firm, Faye Formisano, specialises in life and pension investments. Known for tailored advice and client-centric approach, they are a reliable partner for strategic retirement planning.
    1. ✔2 Financial Advisers
    2. 🪧0 Miles
    3. 📍Holmfirth
  7. 🏢

    Godfrey Wealth Management LTD

    FCA reg no.
    490211
    FCA authorised date:
    17/10/08
    Godfrey Wealth Management Ltd is a reputable financial planning firm in Holmfirth, West Yorkshire. Offering investment, pension and retirement advice, they are known for their client-focused approach and regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Holmfirth
  8. 🏢

    Tru Financial Planning LTD

    FCA reg no.
    939161
    FCA authorised date:
    24/11/20
    Tru Financial Planning Ltd., regulated by the FCA, offers expert financial advice in areas like life insurance, investments, retirement, and pension transfers. Located in Upperthong, Holmfirth, we provide tailored financial planning to suit individual needs.
    1. ✔2 Financial Advisers
    2. 🪧0.7 Miles
    3. 📍Holmfirth
  9. 🏢

    Acquire Financial Planning LTD

    FCA reg no.
    787051
    FCA authorised date:
    08/05/18
    Acquire Financial Planning Ltd, based in West Yorkshire, provides comprehensive financial guidance services to individuals and businesses, including insurance, investments, retirement advice and financial planning. They are renowned for tailored advice, trusted services, and a professional approach.... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Holmfirth
  10. 🏢

    AGW FINANCIAL PLANNING LTD

    FCA reg no.
    939763
    FCA authorised date:
    30/11/20
    Based in Thongsbridge, AGW Financial Planning Ltd is a FCA-regulated firm specialising in personalised financial advice including life investments and pensions, serving local and regional clients with industry proficiency.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Holmfirth
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  12. 🏢

    Female Focussed Finance LTD

    FCA reg no.
    1029917
    FCA authorised date:
    05/01/26
    Female Focused Finance Ltd, a regulated financial planning and advice firm in West Yorkshire, offers personalized investment, retirement, and financial planning services, emphasizing clear, transparent, and tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Holmfirth
  13. 🏢

    Martyn Sales

    FCA reg no.
    969877
    FCA authorised date:
    16/02/22
    Martyn Sales is a reputable, FCA-regulated financial firm based in West Yorkshire, offering comprehensive financial planning services, including life insurance, investment advice, and expert pension retirement guidance.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Huddersfield
  14. 🏢

    CPS Financial Solutions LTD

    FCA reg no.
    442763
    FCA authorised date:
    18/07/13
    CPS Financial Solutions Ltd is a professional, regulated firm offering financial planning services such as investment strategies, pensions advice, and overall financial management in West Yorkshire.
    1. ✔4 Financial Advisers
    2. 🪧3 Miles
    3. 📍Holmfirth
  15. 🏢

    John McCombe

    FCA reg no.
    1012627
    FCA authorised date:
    10/05/24
    John McCombe's FCA registered firm in Huddersfield, West Yorkshire, specializes in personalized financial planning and pension retirement advice, including final salary pension transfers. Known for professionalism and approachability.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
    3. 📍Huddersfield
  16. 🏢

    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. 🪧3.8 Miles
    3. 📍Huddersfield
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  18. 🏢

    Robertson Baxter Limited

    FCA reg no.
    1048570
    FCA authorised date:
    30/01/26
    Robertson Baxter Limited is a reputed financial firm in Shepley, Huddersfield, providing regulated advice on investments, pensions, and smart financial planning strategies to individuals and families. Known for their tailored solutions and approachability.
    1. ✔3 Financial Advisers
    2. 🪧4 Miles
    3. 📍Huddersfield
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