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Find FCA registered Financial Advisers Near Me in Swincliffe HG3

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We have found 445 relevant financial adviser firms within 30 miles of Swincliffe HG3. Showing page 1 of 30.

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  2. 🏢

    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. 🪧11.4 Miles
    5. 📍Wetherby
  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. 🪧29.8 Miles
    6. 📍Barnsley
  4. 🏢

    Sutcliffe Wealth Management Limited

    FCA reg no.
    1000517
    FCA authorised date:
    15/09/23
    Located in North Yorkshire, Sutcliffe Wealth Management Limited is a reputable financial firm offering tailored services in investments, pensions, and retirement advice. Known for its client-centric approach, it is regulated by FCA.
    1. ✔1 Financial Adviser
    2. 🪧1.6 Miles
    3. 📍Harrogate
  5. 🏢

    Mark Ashworth

    FCA reg no.
    515076
    FCA authorised date:
    22/12/09
    MSA Financial in Harrogate, North Yorkshire offers reliable financial services including investment, retirement advice, and planning. Known for its customized, client-focused approach, it's a trusted choice for local families and new finance seekers.
    1. ✔1 Financial Adviser
    2. 🪧2.7 Miles
    3. 📍Harrogate
  6. 🏢

    Assured Financial Planning Limited

    FCA reg no.
    775199
    FCA authorised date:
    19/06/17
    Harrogate-based Assured Financial Planning Limited is a FCA-regulated firm known for its professional service. The expert team provides personalised advice on life, investments, pensions, and comprehensive financial planning with empathy and expertise.
    1. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Harrogate
  7. 🏢

    Aries Wealth Management Limited

    FCA reg no.
    784483
    FCA authorised date:
    01/11/17
    Aries Wealth Management Limited is an FCA regulated firm in Harrogate, offering personalized financial planning, investment and retirement advice. They also provide life insurance services.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Harrogate
  8. 🏢

    Completely Financial Services Limited

    FCA reg no.
    408233
    FCA authorised date:
    02/11/04
    Completely Financial Services Ltd, based in Harrogate, Yorkshire, is a trusted FCA regulated firm offering wide-ranging financial services including insurance, retirement advice, and investment management. Known for personalized, high-quality advice and commitment to clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Harrogate
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  10. 🏢

    Windsor Private Office Financial Planning LLP

    FCA reg no.
    821876
    FCA authorised date:
    02/04/19
    Windsor Private Office Financial Planning LLP in Harrogate, North Yorkshire offers trusted, FCA-regulated financial services, including expert investment management, retirement planning and insurance services.
    1. ✔3 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Harrogate
  11. 🏢

    Harrogate Wealth Management Limited

    FCA reg no.
    742739
    FCA authorised date:
    01/09/16
    Harrogate Wealth Management Limited is an FCA regulated financial planning firm in North Yorkshire, specialising in investments, pensions, and comprehensive financial planning for individual and business clients.
    1. ✔2 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Harrogate
  12. 🏢

    4life Wealth Management Limited

    FCA reg no.
    919134
    FCA authorised date:
    07/01/20
    4Life Wealth Management Limited is a FCA registered firm offering professional financial planning services including life investments, pension advice and tailored financial plans in Harrogate, North Yorkshire.
    1. ✔12 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Harrogate
  13. 🏢

    JWH Wealth Management Limited

    FCA reg no.
    414507
    FCA authorised date:
    12/11/04
    JWH Wealth Management Ltd is a regulated financial advisor in Yorkshire, UK, specialising in personalised financial planning, life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Harrogate
  14. 🏢

    Vita Planning LTD

    FCA reg no.
    1001393
    FCA authorised date:
    14/08/23
    Vita Planning Ltd, based in Harrogate, is a regulated financial services firm specialising in life investments, pensions retirement planning, and final salary pension transfers. They offer personalised services to secure clients' financial futures.
    1. ✔2 Financial Advisers
    2. 🪧3.3 Miles
    3. 📍Harrogate
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  16. 🏢

    Renaissance IFA LLP

    FCA reg no.
    500863
    FCA authorised date:
    24/06/09
    Renaissance IFA LLP, based in Harrogate, is a FCA-regulated financial firm specializing in investments, pensions, and retirement advice. Known for its professional yet approachable style, it delivers tailored financial solutions to secure clients' futures.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍Harrogate
  17. 🏢

    Duchy Private Office LLP

    FCA reg no.
    826786
    FCA authorised date:
    01/10/19
    Duchy Private Office LLP, a reputable firm in Harrogate, North Yorkshire, provides expert financial planning and regulated advice covering insurance, investments and pensions. They specialize in tailored strategies for achieving financial objectives.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Harrogate
  18. 🏢

    Stephenson Wealth Limited

    FCA reg no.
    994863
    FCA authorised date:
    16/04/23
    2plan Wealth Management is a highly regulated firm specializing in life investments, pension retirement advice, and final salary pension transfers. Located in Harrogate, North Yorkshire, they offer tailored financial planning services to individuals and seasoned investors alike.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Harrogate
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