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Find FCA registered Financial Advisers Near Me in LS11 9

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We have found 584 relevant financial adviser firms within 30 miles of LS11 9. Showing page 1 of 39.

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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. 🪧12.1 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. 🪧13.7 Miles
    6. 📍Barnsley
  4. 🏢

    Emily James Financial Services LTD

    FCA reg no.
    1012872
    FCA authorised date:
    13/06/24
    Emily James Financial Services Ltd, based in Leeds, offers comprehensive financial planning services including life and investments, retirement and pension advice with specialisation in final salary pension transfers. They are FCA regulated for trustworthiness.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧0.3 Miles
    4. 📍Leeds
  5. 🏢

    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. 🪧0.7 Miles
    3. 📍Leeds
  6. 🏢

    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. 🪧0.7 Miles
    3. 📍Leeds
  7. 🏢

    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. 🪧0.7 Miles
    3. 📍Leeds
  8. 🏢

    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. 🪧0.7 Miles
    4. 📍Leeds
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  10. 🏢

    Progeny Wealth Limited

    FCA reg no.
    116460
    FCA authorised date:
    01/12/01
    Progeny Wealth Limited in Leeds offers personalised, regulated financial planning services, including life insurance and pensions advice. Known for being trustful and approachable, they serve local individuals and regions around Leeds.
    1. ✔76 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.7 Miles
    4. 📍Leeds
  11. 🏢

    The Pentelow Practice LTD

    FCA reg no.
    402108
    FCA authorised date:
    13/07/04
    Pentelow Practice Ltd, based in Leeds, offers professional financial advice on life and investments, specializing in pensions retirement and final salary pension transfers. Regulated by the FCA, they serve both individual and corporate clients.
    1. ✔4 Financial Advisers
    2. 🪧0.8 Miles
    3. 📍Leeds
  12. 🏢

    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. 🪧0.8 Miles
    4. 📍Leeds
  13. 🏢

    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. 🪧0.8 Miles
    3. 📍Leeds
  14. 🏢

    MacIntosh James and Partners Limited

    FCA reg no.
    402757
    FCA authorised date:
    01/11/04
    MacIntosh James and Partners Limited is a renowned financial organisation in Leeds, providing expert life, investments, retirement, and pension services. Known for reliable, personalised advice catering to individual needs.
    1. ✔5 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Leeds
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  16. 🏢

    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. 🪧0.9 Miles
    3. 📍Leeds
  17. 🏢

    Clayton Holmes Naisbitt Limited

    FCA reg no.
    401571
    FCA authorised date:
    24/06/04
    Clayton Holmes Naisbitt Limited, based in Leeds, is a regulated financial advisory firm providing top-tier financial planning services ranging from life insurance to retirement advice for individuals and businesses.
    1. ✔3 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Leeds
  18. 🏢

    Clayton Holmes Naisbitt Financial Consultancy LLP

    FCA reg no.
    485351
    FCA authorised date:
    06/08/08
    CHN Financial Consultancy, based in Leeds, provides tailored financial services including life and investments, pensions advice, and financial planning. Regulated by the FCA, they offer professional, personalised solutions for all financial goals.
    1. ✔19 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.9 Miles
    4. 📍Leeds
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