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Find FCA registered Financial Advisers Near Me in Lupset WF2

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We have found 646 relevant financial adviser firms within 30 miles of Lupset WF2. Showing page 1 of 44.

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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. 🪧6 Miles
    6. 📍Barnsley
  3. 🏢

    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. 🪧18.8 Miles
    5. 📍Wetherby
  4. 🏢

    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. 🪧20.3 Miles
    3. 📍Sheffield
  5. 👤

    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. 🪧59.2 Miles
    4. 📍Hilton
  6. 🏢

    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. 🪧59.2 Miles
    5. 📍Hilton
  7. 🏢

    Finli (IPWM) Limited

    FCA reg no.
    591331
    FCA authorised date:
    13/11/25
    IP Wealth Management Ltd is a reputable financial firm in West Yorkshire offering tailored financial planning, regulated advice and expert guidance in pensions, investments and more. Known for its approachable team and customer-centric service.
    1. ✔37 Financial Advisers
    2. 🪧0.9 Miles
  8. 🏢

    Finances Sorted Limited

    FCA reg no.
    306352
    FCA authorised date:
    31/10/04
    Finances Sorted Limited is a regulated financial company based in Ossett, West Yorkshire. They offer expert advice on life insurance, investments, retirement planning, and pension advice.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Ossett
  9. 🏢

    Navigation Wealth Management Limited

    FCA reg no.
    911786
    FCA authorised date:
    30/07/19
    Navigation Wealth Management Limited is a trusted company in West Yorkshire offering comprehensive financial services like insurance, pensions, and financial planning, regulated by the FCA and serving individuals and businesses.
    1. ✔18 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Wakefield
  10. 🏢

    BBT Group Limited

    FCA reg no.
    922221
    FCA authorised date:
    28/09/20
    BBT Group Limited is a West Yorkshire-based financial firm offering regulated advice and comprehensive financial planning. Specializing in insurance, investments, and pensions, they provide ethical and tailored services to secure clients' futures.
    1. ✔22 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Wakefield
  11. 🏢

    Lakeside FS LTD.

    FCA reg no.
    788800
    FCA authorised date:
    13/09/17
    Lakeside Financial Solutions, a Wakefield-based firm in West Yorkshire, offers comprehensive financial planning services, specializing in insurance, investments, and pensions across the wider Yorkshire region.
    1. ✔5 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Wakefield
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  13. 🏢

    HT Money LTD

    FCA reg no.
    990335
    FCA authorised date:
    19/01/23
    Highly-regarded financial services firm, Hundreds & Thousands, offers expert guidance in life insurance, investments and pension advice in Wakefield, West Yorkshire. They specialize in tailored, reliable, and regulated financial planning.
    1. ✔2 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Wakefield
  14. 🏢

    GEM Wealth Management Limited

    FCA reg no.
    808194
    FCA authorised date:
    03/05/18
    GEM Wealth Management Limited, based in West Yorkshire, specialises in providing FCA-regulated financial planning solutions, including life investments, pension advice and retirement planning, serving locals and the wider Yorkshire region.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Wakefield
  15. 🏢

    Lwm10 LTD

    FCA reg no.
    458204
    FCA authorised date:
    14/11/06
    Lakeside Financial Solutions is a FCA regulated firm in Durkar, specialising in tailored financial advice and planning services, dedicated to catering the financial needs of the Greater Manchester and West Yorkshire regions.
    1. ✔3 Financial Advisers
    2. ✔12 Mortgage Brokers
    3. 🪧1.3 Miles
    4. 📍Wakefield
  16. 🏢

    BBT CONSULTING LLP

    FCA reg no.
    1010968
    FCA authorised date:
    25/07/24
    Bebbington Brumby Townend Group, a leading Wakefield-based financial firm, offers bespoke financial planning services, including life investments and pension advice, with a client-focused ethos.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Wakefield
  17. 🏢

    Future Group (UK) Limited

    FCA reg no.
    587288
    FCA authorised date:
    01/02/13
    Future Group (UK) Limited is a trusted, FCA registered financial services firm offering personalized financial planning and regulated advice, specializing in life insurance, investments, pensions and retirement advice in West Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Wakefield
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