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Find FCA registered Financial Advisers Near Me in S21 2

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We have found 465 relevant financial adviser firms within 30 miles of S21 2. Showing page 1 of 31.

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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. 🪧7.5 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. 🪧19.6 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. 🪧38.2 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. 🪧38.2 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. 🪧59.9 Miles
    4. 📍Lutterworth
  7. 🏢

    Woodall Wealth Management LTD

    FCA reg no.
    987343
    FCA authorised date:
    18/11/22
    Woodall Wealth Management Ltd is a Sheffield-based financial firm specializing in life and investment advice, pensions and retirement planning, including final salary pension transfers. This FCA-regulated company is known for tailored solutions and professional, client-focused service.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Sheffield
  8. 🏢

    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. 🪧1.3 Miles
    3. 📍Sheffield
  9. 🏢

    Beck Financial Planning LTD

    FCA reg no.
    821865
    FCA authorised date:
    28/09/18
    Beck Financial Planning Ltd near Sheffield, South Yorkshire, is an FCA-registered firm (#821865) offering tailored financial planning services including insurance, investments, pensions and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Sheffield
  10. 🏢

    Woodwards Financial Planning Limited

    FCA reg no.
    628562
    FCA authorised date:
    03/11/14
    Woodwards Financial Planning Limited, based in Sheffield, provides comprehensive financial services including insurance, pension advice, and investment support. Regulated by the FCA, they offer tailored solutions for individual and business clients.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Sheffield
  11. 🏢

    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. 🪧2.1 Miles
    3. 📍Sheffield
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  13. 🏢

    Alan Robinson

    FCA reg no.
    457373
    FCA authorised date:
    02/01/07
    Alan Robinson is a reputable Sheffield-based firm offering life insurance, investments, pensions retirement advice, and holistic financial planning. Known for their customised approach and expertise, they serve both experienced investors and beginners.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Sheffield
  14. 🏢

    Michelle Herbert

    FCA reg no.
    1018552
    FCA authorised date:
    27/09/24
    Michelle Herbert is a FCA regulated financial service firm in Sheffield, offering robust, professional advice on pensions, investments, and life segments. Known for client-focused and approachable service.
    1. ✔1 Financial Adviser
    2. 🪧2.4 Miles
    3. 📍Sheffield
  15. 🏢

    Swallow Financial Management LLP

    FCA reg no.
    221649
    FCA authorised date:
    30/05/03
    Sheffield-based Swallow Financial Management LLP, an FCA registered firm, provides tailored financial advice in life investments, pension retirement, and comprehensive financial planning for South Yorkshire residents.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Sheffield
  16. 🏢

    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. 🪧2.5 Miles
    3. 📍Sheffield
  17. 🏢

    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. 🪧2.6 Miles
    3. 📍Sheffield
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