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Find FCA registered Financial Advisers Near Me in Overthorpe WF12

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We have found 775 relevant financial adviser firms within 30 miles of Overthorpe WF12. Showing page 1 of 52.

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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. 🪧8.5 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. 🪧20.8 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. 🪧20.8 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. 🪧58.5 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. 🪧58.5 Miles
    5. 📍Hilton
  7. 🏢

    Vision Independent Financial Advisors Limited

    FCA reg no.
    551169
    FCA authorised date:
    03/08/11
    Vision Independent Financial Advisors Limited is a renowned FCA registered firm in Wakefield, offering expert advice on life and investments, pensions, retirement, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Wakefield
  8. 🏢

    Vision Dental Wealth Management Limited

    FCA reg no.
    1043426
    FCA authorised date:
    05/11/25
    Based in Wakefield, Vision Dental Wealth is a reliable financial advisory firm offering tailored advice on investments, pensions, and comprehensive financial planning across West Yorkshire.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Wakefield
  9. 🏢

    David Rollin

    FCA reg no.
    1003490
    FCA authorised date:
    16/10/23
    David Rollin is a leading financial services firm in West Yorkshire, offering expert advice on life insurance, investments, and pensions. Regulated by the FCA, they are dedicated to securing clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Wakefield
  10. 🏢

    RH Wealth Management LTD

    FCA reg no.
    718898
    FCA authorised date:
    01/10/15
    RH Wealth Management Ltd, regulated by the FCA, provides tailored financial planning and advice in Ossett, West Yorkshire. Services include life/investment planning, retirement advice, pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Ossett
  11. 🏢

    LIFETIME FINANCIAL SOLUTIONS (YORKSHIRE) LTD

    FCA reg no.
    588153
    FCA authorised date:
    23/01/13
    A top-rated firm, Lifetime Financial Solutions (Yorkshire) Ltd offers expert financial planning services encompassing life insurance, investments, and pensions. Regulated by the FCA, they provide personalised advice for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Ossett
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  13. 🏢

    Bluebelle Financial Planning LTD

    FCA reg no.
    956753
    FCA authorised date:
    13/08/21
    Bluebelle Financial Planning Ltd, a FCA-regulated firm based in Ossett, West Yorkshire, specialises in life, retirement and investment advice. Known for a personalised, professional approach, they serve individuals and families regionally.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Ossett
  14. 🏢

    Olive Tree Wealth Management LTD

    FCA reg no.
    912032
    FCA authorised date:
    07/08/19
    Olive Tree Wealth Management Ltd is a renowned, FCA regulated financial advisory firm in West Yorkshire. Specialising in insurance, investments and retirement planning, they offer personalised, approachable yet professional service.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Wakefield
  15. 🏢

    Dencroft Financial Planning Limited

    FCA reg no.
    1040796
    FCA authorised date:
    01/09/25
    FCA-regulated Denton Financial Services Limited, based in West Yorkshire, specialises in expert life and investment services including pension and retirement planning across surrounding regions. They provide customised advice for financial security.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Mirfield
  16. 🏢

    Lifeplanning Solutions

    FCA reg no.
    191440
    FCA authorised date:
    01/12/01
    LifePlanning Solutions is a trusted, FCA-regulated financial planning firm in Ossett, offering personalised financial advice, from investment and retirement planning to insurance services for families and businesses.
    1. ✔3 Financial Advisers
    2. 🪧2.7 Miles
    3. 📍Ossett
  17. 🏢

    Shubho Kundu Wealth Management Limited

    FCA reg no.
    791678
    FCA authorised date:
    17/10/17
    Shubho Kundu Wealth Management Limited, based in Dewsbury, West Yorkshire, is a respected financial services firm providing regulated advice on life investments, pensions, retirement planning and more, serving Oldham and Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Dewsbury
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