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Find FCA registered Financial Advisers Near Me in S21 3

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We have found 457 relevant financial adviser firms within 30 miles of S21 3. 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. 🪧8.2 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. 🪧21.6 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. 🪧35.8 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. 🪧35.8 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. 🪧57.7 Miles
    4. 📍Lutterworth
  7. 🏢

    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. 🪧1.1 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. 🪧1.2 Miles
    3. 📍Sheffield
  9. 🏢

    HARVEST ASSOCIATES LIMITED

    FCA reg no.
    629749
    FCA authorised date:
    02/01/15
    Harvest Associates Limited is a FCA regulated financial services firm in Derbyshire, providing expert advice in life insurance, investments, and pensions retirement. They offer reliable, personalized solutions with a client-centric focus.
    1. ✔55 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. 🪧1.7 Miles
    4. 📍Chesterfield
  10. 🏢

    Alpha Independent Financial Solutions Limited

    FCA reg no.
    653046
    FCA authorised date:
    05/01/15
    Alpha Independent Financial Solutions is a Derbyshire-based, FCA-regulated firm offering tailored financial services including insurance, investments, and retirement advice across the East Midlands. Known for its integrity and client focus.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Chesterfield
  11. 🏢

    McDonald Associates Limited

    FCA reg no.
    182554
    FCA authorised date:
    01/12/01
    McDonald Associates Ltd, based in Chesterfield, Derbyshire, is a reputable, FCA-regulated financial services firm known for wealth management, investments, and pensions retirement advice with a client-focused approach.
    1. ✔3 Financial Advisers
    2. 🪧2 Miles
    3. 📍Chesterfield
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  13. 🏢

    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. 🪧2.5 Miles
    3. 📍Sheffield
  14. 🏢

    Inspired Financial Solutions Limited

    FCA reg no.
    523632
    FCA authorised date:
    10/01/11
    Chesterfield-based Inspired Financial Solutions Limited is a trusted finance authority offering comprehensive financial services, from planning to retirement advice. Specializing in personalized solutions, they particularly support first-time buyers.
    1. ✔4 Financial Advisers
    2. 🪧2.6 Miles
    3. 📍Chesterfield
  15. 🏢

    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. 🪧2.7 Miles
    3. 📍Sheffield
  16. 🏢

    Purple Wealth LTD

    FCA reg no.
    945599
    FCA authorised date:
    01/07/21
    Purple Wealth Ltd, an FCA regulated financial planning firm based in Derbyshire, offers comprehensive advice on life and investment planning, pensions retirement and long-term wealth management.
    1. ✔2 Financial Advisers
    2. 🪧2.9 Miles
    3. 📍Chesterfield
  17. 🏢

    SJC WEALTH MANAGEMENT LIMITED

    FCA reg no.
    984926
    FCA authorised date:
    07/10/22
    Based in Derbyshire, SJC Wealth Management Limited excels in providing tailored financial planning services like life insurance, investments, and pension plans under FCA registration number 984926.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Chesterfield
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