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Find FCA registered Financial Advisers Near Me in S12 3

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We have found 484 relevant financial adviser firms within 30 miles of S12 3. Showing page 1 of 33.

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  2. 🏢

    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. 🪧4.2 Miles
    3. 📍Sheffield
  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. 🪧18.6 Miles
    6. 📍Barnsley
  4. 👤

    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. 🪧37 Miles
    4. 📍Hilton
  5. 🏢

    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. 🪧37 Miles
    5. 📍Hilton
  6. 👤

    Chervin Dell

    Intelligent Financial Advisory
    FCA reg no.
    CMD01104
    FCA authorised date:
    13/07/15
    I have Level 4 DipFA Qualification and 23 years experience working within the financial services industry. Everyday I use this experience to provide holistic wealth planning advice to clients, which primarily covers investments, pensions, estate planning and taxation. I pride myself in giving a 5*... read full individual profile
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧60.5 Miles
    4. 📍Lutterworth
  7. 🏢

    Worrall Financial Management LTD

    FCA reg no.
    696125
    FCA authorised date:
    16/05/15
    Worrall Financial Management Ltd is a regulated financial firm in Sheffield known for offering trusted advice on financial planning, investments, and pensions. They provide personalised, client-focused services aiding clients' financial journey.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Sheffield
  8. 🏢

    Julian Oates

    FCA reg no.
    569043
    FCA authorised date:
    08/02/12
    Sheffield-based Oates Financial Planning provides comprehensive financial services including life insurance, pensions retirement advice, investments, and financial planning. They specialize in client-centric, regulated advice, particularly in retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Sheffield
  9. 🏢

    France Financial Limited

    FCA reg no.
    925809
    FCA authorised date:
    07/05/20
    France Financial Limited in Sheffield provides life-centric investment strategies and customised financial planning services, prioritizing client financial stability and ensuring compliant solutions. Regulated by the FCA, it caters to both local families and first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Sheffield
  10. 🏢

    RHB Wealth LTD

    FCA reg no.
    1007705
    FCA authorised date:
    08/01/24
    RHB Wealth Ltd, based in Sheffield, is a reputable, FCA-regulated financial services firm, specializing in life insurance, investments, retirement advice, and pension transfers. They simplify complex financial scenarios for clients.
    1. ✔2 Financial Advisers
    2. 🪧2.9 Miles
    3. 📍Sheffield
  11. 🏢

    Oyster Wealth Planning Limited

    FCA reg no.
    918969
    FCA authorised date:
    03/01/20
    Oyster Wealth Planning Limited is a FCA-regulated firm based in Sheffield, specializing in life insurance, investments, pensions advice, and final salary pension transfers across the UK.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Sheffield
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  13. 🏢

    B3 Wealth Management Limited

    FCA reg no.
    925667
    FCA authorised date:
    02/11/20
    FCA-regulated B3 Wealth Management Limited in Derbyshire provides personalised financial services including insurance, investments, and retirement advice, renowned for trust, professionalism and commitment to clients' unique needs.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Derbyshire
  14. 🏢

    Belmayne Independent Financial Services LLP

    FCA reg no.
    409714
    FCA authorised date:
    23/12/04
    Belmayne Independent Financial Services LLP is a FCA-regulated firm in Dronfield, offering expertise in life investments, retirement advice and financial planning. Their tailored services make it a trusted choice for financial aid in Greater Manchester.
    1. ✔9 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Dronfield
  15. 🏢

    AJS Financial Management LTD

    FCA reg no.
    990706
    FCA authorised date:
    26/01/23
    AJS Financial Management Ltd offers expert financial advice and services, including life insurance, investments, and pensions retirement advice. Known for personalized, approachable service, they specialise in final salary pension transfers and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Dronfield
  16. 🏢

    Helen Wright

    FCA reg no.
    654915
    FCA authorised date:
    20/11/14
    Helen Wright is a Sheffield-based financial service firm specialising in life investments, pensions, retirement advice and comprehensive financial planning. They are known for their client-focused approach and FCA regulation.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Sheffield
  17. 🏢

    Charles James Financial Planning Limited

    FCA reg no.
    135205
    FCA authorised date:
    01/12/01
    Charles James Financial Planning Limited is a FCA-regulated firm offering expert financial planning in life, investments, pensions and retirement advice, based in Dronfield, Derbyshire. Renowned for its client-focused, customized financial services.
    1. ✔5 Financial Advisers
    2. ✔3 Mortgage Brokers
    3. 🪧3.6 Miles
    4. 📍Dronfield
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