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Find FCA registered Financial Advisers Near Me in Masham


We have found 314 relevant financial adviser firms within 30 miles of Masham. Showing page 2 of 21.

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  2. 🏢

    Canford and Castle Financial Planning Limited

    FCA reg no.
    939118
    FCA authorised date:
    02/08/21
    Canford and Castle Financial Planning Limited is a North Yorkshire-based, FCA-regulated firm specialising in life, investments, and pensions retirement advice. They provide tailored financial services in the surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧12.9 Miles
    3. 📍North Yorkshire
  3. 🏢

    Andrew Mitchard

    FCA reg no.
    591546
    FCA authorised date:
    19/11/12
    Andrew Mitchard is a reliable financial services firm in North Yorkshire, offering personalised advice on life investments, pensions, and retirement planning, regulated by the FCA (#591546).
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Thirsk
  4. 🏢

    The Ethical Investment Co-operative Limited

    FCA reg no.
    186996
    FCA authorised date:
    01/12/01
    The Ethical Investment Co-operative Limited in Aske, Richmond, offers expert, personalised financial advice, covering life investments and retirement planning. Regulated by the FCA, they serve local families and first-time investors.
    1. ✔4 Financial Advisers
    2. 🪧14.5 Miles
    3. 📍Richmond
  5. 🏢

    Sutcliffe Wealth Management Limited

    FCA reg no.
    1000517
    FCA authorised date:
    15/09/23
    Located in North Yorkshire, Sutcliffe Wealth Management Limited is a reputable financial firm offering tailored services in investments, pensions, and retirement advice. Known for its client-centric approach, it is regulated by FCA.
    1. ✔1 Financial Adviser
    2. 🪧14.6 Miles
    3. 📍Harrogate
  6. 🏢

    Platinum Advice Limited

    FCA reg no.
    685248
    FCA authorised date:
    02/09/15
    Platinum Advice Limited is a reputable, FCA-regulated financial planning firm in York, offering tailored advice on life investments and retirement. Known for their professionalism and client-focused approach across North Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧14.8 Miles
    3. 📍York
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  8. 🏢

    Assured Financial Planning Limited

    FCA reg no.
    775199
    FCA authorised date:
    19/06/17
    Harrogate-based Assured Financial Planning Limited is a FCA-regulated firm known for its professional service. The expert team provides personalised advice on life, investments, pensions, and comprehensive financial planning with empathy and expertise.
    1. ✔1 Financial Adviser
    2. 🪧15.1 Miles
    3. 📍Harrogate
  9. 🏢

    Diana Atkinson Limited

    FCA reg no.
    300815
    FCA authorised date:
    31/10/04
    Diana Atkinson Limited is a North Yorkshire-based financial planning firm offering regulated services such as investment planning and retirement advice. They prioritise client needs, aiding in achieving financial security.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Northallerton
  10. 🏢

    Oculus Wealth Management (shropshire) LTD

    FCA reg no.
    970471
    FCA authorised date:
    22/02/22
    Oculus Wealth Management is a trusted, FCA regulated financial services firm based in Harrogate, North Yorkshire. They offer strategic planning and expert advice on investments, pensions and insurance products.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Harrogate
  11. 🏢

    Oculus Wealth Management (dulwich) Limited

    FCA reg no.
    1027592
    FCA authorised date:
    19/03/25
    North Yorkshire-based Oculus Wealth Management offers comprehensive financial planning services. Specialising in insurance, investments, pensions, and final salary pension transfers, it provides client-focused solutions and regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Harrogate
  12. 🏢

    Oculus Wealth Management (west London) Limited

    FCA reg no.
    1034718
    FCA authorised date:
    01/07/25
    Based in Harrogate, Oculus Wealth Management is a FCA regulated company specialising in financial services like life insurance, investments, pensions, retirement advice, and financial planning. They are known for their integrity, professionalism, and personalised services.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Harrogate
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  14. 🏢

    Oculus Wealth Management (aberdovey) Limited

    FCA reg no.
    998091
    FCA authorised date:
    16/06/23
    Oculus Wealth Management, an FCA-registered firm in Harrogate, North Yorkshire, offers comprehensive financial services including life insurance, pensions advice, and investment strategies tailored to secure your financial future.
    1. ✔2 Financial Advisers
    2. 🪧16.2 Miles
    3. 📍Harrogate
  15. 🏢

    Oculus Wealth Management (coppice) Limited

    FCA reg no.
    1002582
    FCA authorised date:
    17/10/23
    Oculus Wealth Management Ltd, based in Harrogate, North Yorkshire, is a FCA registered firm specializing in life insurance, investments, financial planning, and tailored pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Harrogate
  16. 🏢

    Oculus Wealth Management (manchester) Limited

    FCA reg no.
    995420
    FCA authorised date:
    26/04/23
    Oculus Wealth Management is a respected Greater Manchester-based financial services firm, specialising in investment advice, life and retirement planning, including final salary pension transfers. They provide regulated, tailored advice for assured investment choices.
    1. ✔2 Financial Advisers
    2. 🪧16.2 Miles
    3. 📍Harrogate
  17. 🏢

    Oculus Wealth Management (leodis) Limited

    FCA reg no.
    1010340
    FCA authorised date:
    09/03/24
    Oculus Wealth Management (Leodis) Limited is a reputable FCA-regulated financial services firm in Harrogate, offering comprehensive bespoke financial advice including investments, pensions and life coverage.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Harrogate
  18. 🏢

    Oculus Wealth Management (DEP) Limited

    FCA reg no.
    1034717
    FCA authorised date:
    24/06/25
    Oculus Wealth Management is a reputable FCA regulated financial firm in Harrogate, specializing in life investments and retirement advice. They provide tailored financial planning services based on unique client needs.
    1. ✔1 Financial Adviser
    2. 🪧16.2 Miles
    3. 📍Harrogate
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