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Find FCA registered Financial Advisers Near Me in S65 3

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We have found 471 relevant financial adviser firms within 30 miles of S65 3. Showing page 1 of 32.

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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. 🪧7.4 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. 🪧12.5 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. 🪧45.1 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. 🪧45.1 Miles
    5. 📍Hilton
  6. 🏢

    Kevin Chalk

    FCA reg no.
    190077
    FCA authorised date:
    01/12/01
    Kevin Chalk is a respected financial planning expert, based in Rotherham, South Yorkshire. Specialising in life and investments, pensions, and retirement planning, they offer FCA regulated, tailored advice to meet personal needs.
    1. ✔1 Financial Adviser
    2. 🪧1.5 Miles
    3. 📍Rotherham
  7. 🏢

    Oak Financial Solutions LTD

    FCA reg no.
    612486
    FCA authorised date:
    19/11/23
    Oak Financial Solutions Ltd, FCA registered, is a significant financial firm in Rotherham, South Yorkshire. Specializing in pensions and final salary pension transfers, they provide personalized advice on investments, insurance, and retirement.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Rotherham
  8. 🏢

    Oracle Financial Advice LTD

    FCA reg no.
    958151
    FCA authorised date:
    01/11/21
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Rotherham
  9. 🏢

    Lee Shearwood

    FCA reg no.
    596409
    FCA authorised date:
    27/02/13
    Lee Shearwood is a prominent South Yorkshire-based financial services company, known for comprehensive financial planning, life insurance expertise, and personalized pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Rotherham
  10. 🏢

    Time Financial Management LTD

    FCA reg no.
    513637
    FCA authorised date:
    03/03/10
    Time Financial Management Ltd. is a FCA-regulated firm based in Rotherham, providing expert financial services including meticulous planning, life investments, and pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧1.9 Miles
    3. 📍Rotherham
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  12. 🏢

    AEON FINANCIAL SERVICES LIMITED

    FCA reg no.
    414369
    FCA authorised date:
    21/02/05
    Aeon Financial Services Ltd, based in Rotherham, is a regulated provider of comprehensive financial planning services, including life and investment planning, pensions retirement advice, and more. Known for their client-centric approach and trustworthiness.
    1. ✔7 Financial Advisers
    2. 🪧2.1 Miles
    3. 📍Rotherham
  13. 🏢

    AKR Wealth Management LTD

    FCA reg no.
    978369
    FCA authorised date:
    03/07/22
    AKR Wealth Management Ltd, a trustworthy FCA regulated firm, offers expert financial advice, investment planning and pension counselling, specializing in tailored services for clients in South Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Rotherham
  14. 🏢

    Proactive Wealth Planning LTD

    FCA reg no.
    844921
    FCA authorised date:
    27/06/19
    South Yorkshire-based Proactive Wealth Planning Ltd is a leading FCA registered financial planning firm known for regulated advice, custom services, and a client-centric approach. Specialties include life and investment planning, retirement advice, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.2 Miles
    3. 📍Rotherham
  15. 🏢

    Homeworks Financial Solutions Limited

    FCA reg no.
    455916
    FCA authorised date:
    14/08/06
    Based near Rotherham, Homeworks Financial Solutions Limited is a trusted, FCA-regulated financial advisory firm offering expert guidance on life and investment planning, pensions, retirement advice, and more.
    1. ✔1 Financial Adviser
    2. 🪧2.5 Miles
    3. 📍Rotherham
  16. 🏢

    Winters Wealth Management LTD

    FCA reg no.
    646613
    FCA authorised date:
    15/09/14
    Winters Wealth Management Ltd, a FCA-regulated financial planning firm based in Rotherham, offers personalized financial services including life insurance, investment strategies and pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Rotherham
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  18. 🏢

    D & A Investments Partnership Limited

    FCA reg no.
    761091
    FCA authorised date:
    04/01/17
    D & A Investments Partnership Limited is a reputable South Yorkshire-based financial firm offering regulated advice and comprehensive services, including pensions retirement advice, insurance, investments, and financial planning.
    1. ✔2 Financial Advisers
    2. 🪧3 Miles
    3. 📍Rotherham
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