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Find FCA registered Financial Advisers Near Me in South Ossett WF5

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We have found 661 relevant financial adviser firms within 30 miles of South Ossett WF5. Showing page 1 of 45.

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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. 🪧6.8 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. 🪧19.3 Miles
    5. 📍Wetherby
  4. 🏢

    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. 🪧20.5 Miles
    3. 📍Sheffield
  5. 👤

    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. 🪧59 Miles
    4. 📍Hilton
  6. 🏢

    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. 🪧59 Miles
    5. 📍Hilton
  7. 🏢

    Finances Sorted Limited

    FCA reg no.
    306352
    FCA authorised date:
    31/10/04
    Finances Sorted Limited is a regulated financial company based in Ossett, West Yorkshire. They offer expert advice on life insurance, investments, retirement planning, and pension advice.
    1. ✔1 Financial Adviser
    2. 🪧0.6 Miles
    3. 📍Ossett
  8. 🏢

    Bluebelle Financial Planning LTD

    FCA reg no.
    956753
    FCA authorised date:
    13/08/21
    Bluebelle Financial Planning Ltd, a FCA-regulated firm based in Ossett, West Yorkshire, specialises in life, retirement and investment advice. Known for a personalised, professional approach, they serve individuals and families regionally.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Ossett
  9. 🏢

    RH Wealth Management LTD

    FCA reg no.
    718898
    FCA authorised date:
    01/10/15
    RH Wealth Management Ltd, regulated by the FCA, provides tailored financial planning and advice in Ossett, West Yorkshire. Services include life/investment planning, retirement advice, pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Ossett
  10. 🏢

    Olive Tree Wealth Management LTD

    FCA reg no.
    912032
    FCA authorised date:
    07/08/19
    Olive Tree Wealth Management Ltd is a renowned, FCA regulated financial advisory firm in West Yorkshire. Specialising in insurance, investments and retirement planning, they offer personalised, approachable yet professional service.
    1. ✔1 Financial Adviser
    2. 🪧0.8 Miles
    3. 📍Wakefield
  11. 🏢

    Finli (IPWM) Limited

    FCA reg no.
    591331
    FCA authorised date:
    13/11/25
    IP Wealth Management Ltd is a reputable financial firm in West Yorkshire offering tailored financial planning, regulated advice and expert guidance in pensions, investments and more. Known for its approachable team and customer-centric service.
    1. ✔37 Financial Advisers
    2. 🪧1.2 Miles
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  13. 🏢

    Lifeplanning Solutions

    FCA reg no.
    191440
    FCA authorised date:
    01/12/01
    LifePlanning Solutions is a trusted, FCA-regulated financial planning firm in Ossett, offering personalised financial advice, from investment and retirement planning to insurance services for families and businesses.
    1. ✔3 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Ossett
  14. 🏢

    LIFETIME FINANCIAL SOLUTIONS (YORKSHIRE) LTD

    FCA reg no.
    588153
    FCA authorised date:
    23/01/13
    A top-rated firm, Lifetime Financial Solutions (Yorkshire) Ltd offers expert financial planning services encompassing life insurance, investments, and pensions. Regulated by the FCA, they provide personalised advice for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Ossett
  15. 🏢

    David Rollin

    FCA reg no.
    1003490
    FCA authorised date:
    16/10/23
    David Rollin is a leading financial services firm in West Yorkshire, offering expert advice on life insurance, investments, and pensions. Regulated by the FCA, they are dedicated to securing clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Wakefield
  16. 🏢

    Regency Wealth LTD

    FCA reg no.
    578309
    FCA authorised date:
    26/03/12
    Regency Wealth Ltd is a Wakefield-based financial planning specialist offering professional, regulated guidance in life insurance, investments, and pension retirement advice. They prioritize personalized, client-centered services for individuals, small businesses, and large corporations.
    1. ✔12 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Wakefield
  17. 🏢

    REGENTIA LIFESTYLE PLANNING LTD

    FCA reg no.
    413890
    FCA authorised date:
    04/01/05
    Regentia Lifestyle Planning, an FCA-registered firm in West Yorkshire, provides comprehensive financial advice and services, specializing in insurance, investments, pensions and retirement plans with a client-centric approach.
    1. ✔6 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Wakefield
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