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Find FCA registered Financial Advisers Near Me in Rothwell

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We have found 593 relevant financial adviser firms within 30 miles of Rothwell. Showing page 1 of 40.

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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. 🪧10.4 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. 🪧12.9 Miles
    5. 📍Wetherby
  4. 🏢

    James Kenny Wealth Management LLP

    FCA reg no.
    484390
    FCA authorised date:
    09/06/08
    James Kenny Wealth Management LLP, an FCA-regulated firm based in Leeds, offers reliable financial advice and wealth management services, including investments, pension advice, and financial planning, with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Leeds
  5. 🏢

    Francis Klonowski

    FCA reg no.
    178804
    FCA authorised date:
    23/07/12
    Francis Klonowski provides expert, tailored financial services in Leeds, including life insurance, pensions, retirement advice and more. Regulated by the FCA, they are dedicated to securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧1.1 Miles
    3. 📍Leeds
  6. 🏢

    Steve Thompson Financial Planning Limited

    FCA reg no.
    216415
    FCA authorised date:
    31/05/05
    Based in West Yorkshire, Steve Thompson Financial Planning Limited offers regulated financial advice across diverse sectors such as insurance and pensions. They specialize in investments and final salary pension transfers, providing personalized solutions under FCA number 216415.
    1. ✔2 Financial Advisers
    2. 🪧1.5 Miles
    3. 📍Wakefield
  7. 🏢

    Miller Wealth Management Limited

    FCA reg no.
    415418
    FCA authorised date:
    22/11/04
    Based in Leeds, Miller Wealth Management Limited is an FCA regulated firm specializing in financial planning services, offering personalised advice on life investments, pensions, and more to ensure a secure future.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Leeds
  8. 🏢

    Mark Vernon Wealth Management Limited

    FCA reg no.
    419551
    FCA authorised date:
    04/01/05
    Mark Vernon Wealth Management Ltd. is a FCA-regulated firm (#419551) specialising in life insurance, and investments. Based in Methley, Leeds, they provide expert pension advice and personalised financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍Leeds
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  10. 🏢

    Mills & Spenceley Limited

    FCA reg no.
    463264
    FCA authorised date:
    03/04/07
    Mills & Spenceley Limited is a Leeds-based financial firm offering comprehensive advice on insurance, pensions, investments, and more. Recognised for their professionalism, they serve a diverse range of clients. FCA regulated.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Leeds
  11. 🏢

    PFP Wealth Group LTD

    FCA reg no.
    953236
    FCA authorised date:
    20/06/21
    PFP Wealth Group Ltd, a FCA registered financial planning firm in Wakefield, offers personalised advice on life investments, retirement planning, and pension transfers, tailoring innovative solutions for a prosperous future.
    1. ✔25 Financial Advisers
    2. 🪧3.7 Miles
    3. 📍Wakefield
  12. 🏢

    Marshall Wealth Management Limited

    FCA reg no.
    516391
    FCA authorised date:
    15/01/10
    Marshall Wealth Management Limited, a trusted FCA-regulated financial services provider, offers tailored life investments, pensions advice, and comprehensive financial planning. Located in West Yorkshire, they serve households and businesses with professional and friendly guidance.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Leeds
  13. 🏢

    Dowes Wealth Management Limited

    FCA reg no.
    670358
    FCA authorised date:
    06/02/15
    Dowes Wealth Management Limited, a Leeds-based, FCA-regulated company (No. 670358) offers customised financial services, including investment advice, retirement planning, and final salary pension transfers. It serves both individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Leeds
  14. 🏢

    OCULUS WEALTH MANAGEMENT (LEEDS) LIMITED

    FCA reg no.
    966740
    FCA authorised date:
    05/01/22
    Oculus Wealth Management in Wrenthorpe specialises in strategic financial planning, focusing on life investments, retirement pensions and final salary pension transfers. Known for delivering tailored regulated advice, they cater to varying clients.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Wakefield
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  16. 🏢

    MAPFS Limited

    FCA reg no.
    749494
    FCA authorised date:
    03/10/16
    MAPFS Limited, based in Leeds, offers expert regulated advice and tailored financial services, specializing in life insurance, investments, retirement advice, and comprehensive financial planning. They focus on trusted, client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Leeds
  17. 🏢

    Kate Bailey Financial Planning Limited

    FCA reg no.
    926688
    FCA authorised date:
    26/05/20
    Kate Bailey Financial Planning Limited is a reputable, FCA-regulated firm in West Yorkshire that provides expert financial planning services tailored to each client's financial situation.
    1. ✔3 Financial Advisers
    2. 🪧3.7 Miles
    3. 📍Wakefield
  18. 🏢

    Newmorro Limited

    FCA reg no.
    988550
    FCA authorised date:
    09/12/22
    Newmorro Limited is a Leeds-based, FCA-regulated financial services firm specialising in life investments, pensions advice, and final salary pension transfers. Renowned for its client-centric approach, it offers tailored solutions to meet individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧3.7 Miles
    3. 📍Leeds
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