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Find FCA registered Financial Advisers Near Me in Upper Fagley BD2

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We have found 587 relevant financial adviser firms within 30 miles of Upper Fagley BD2. Showing page 1 of 40.

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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. 🪧15.4 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. 🪧18 Miles
    6. 📍Barnsley
  4. 🏢

    Enigma Wealth Management Limited

    FCA reg no.
    719064
    FCA authorised date:
    01/04/16
    Enigma Wealth Management Limited, based in West Yorkshire, offers expert financial planning, advice on life, pensions and investments primarily to clients in Leeds. Renowned for delivering personalised, regulated financial solutions with integrity.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Pudsey
  5. 🏢

    Ideal Money Solutions LTD

    FCA reg no.
    429304
    FCA authorised date:
    31/05/05
    Ideal Money Solutions Ltd is a reputable, FCA-regulated financial planning company in Pudsey, offering a range of services including life insurance, pensions advice, and strategic investment guidance.
    1. ✔3 Financial Advisers
    2. 🪧2 Miles
    3. 📍Pudsey
  6. 🏢

    Frost Financial Management LTD

    FCA reg no.
    514894
    FCA authorised date:
    21/12/09
    Frost Financial Management Ltd, a FCA regulated firm in Leeds, is renowned for bespoke financial services, pension advice, and planning. They balance professionalism with approachability, serving seasoned and novice investors alike.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Leeds
  7. 🏢

    Cloverleaf Mortgages LTD

    FCA reg no.
    313897
    FCA authorised date:
    31/10/04
    Cloverleaf Mortgages Ltd is a trusted, regulated financial firm in Horsforth, Leeds, offering personalised financial planning, insurance, investments, and retirement planning services in West Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧2.9 Miles
    3. 📍Leeds
  8. 🏢

    Pension & Investment Partners LLP

    FCA reg no.
    459533
    FCA authorised date:
    02/01/07
    Pension & Investment Partners LLP in Leeds is a reputable financial firm offering expert advice on life investments and pensions, tailored to individual needs and goals, serving a wide regional coverage.
    1. ✔2 Financial Advisers
    2. 🪧3 Miles
    3. 📍Leeds
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  10. 🏢

    DAH FP LTD

    FCA reg no.
    782417
    FCA authorised date:
    01/11/17
    DAH FP Ltd, an FCA-regulated financial advisory firm in Horsforth, Leeds, offers reliable, tailored advice on life, investments and retirement planning, underpinned by expertise, integrity and client dedication.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Leeds
  11. 🏢

    Bartlett Wealth Management LTD

    FCA reg no.
    114800
    FCA authorised date:
    01/12/01
    Bartlett is a regulated financial firm, offering personalized financial advice in life, investments, and pensions retirement. Known for dependable, client-centric services in Leeds and West Yorkshire, they provide reliable guidance grounded in expertise and experience.
    1. ✔9 Financial Advisers
    2. 🪧3.1 Miles
    3. 📍Leeds
  12. 🏢

    Davis Wealth Management Limited

    FCA reg no.
    917672
    FCA authorised date:
    02/12/19
    Davis Wealth Management Limited, an FCA-regulated firm near Leeds, specialises in optimising wealth through various services including insurance, investments and pensions retirement advice, offering tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Shipley
  13. 🏢

    IFA Consultants Limited

    FCA reg no.
    485877
    FCA authorised date:
    01/10/08
    IFA Consultants Limited is a FCA-regulated financial planning firm in West Yorkshire, known for proficient advice on life and retirement planning, investments and pensions, with a client-focused approach.
    1. ✔4 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧3.4 Miles
    4. 📍Shipley
  14. 🏢

    Parkway Financial Planning LTD

    FCA reg no.
    552922
    FCA authorised date:
    08/11/11
    Parkway Chartered Financial Planners in Leeds offer tailored, FCA-regulated advice on life, investments and pensions. Committed to assisting local families and individuals in achieving financial goals.
    1. ✔5 Financial Advisers
    2. 🪧3.4 Miles
    3. 📍Leeds
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  16. 🏢

    Auker Rhodes Financial Advisers LTD

    FCA reg no.
    840278
    FCA authorised date:
    15/04/19
    Auker Rhodes Financial Advisers Ltd, FCA registered (#840278), offers expert financial planning and regulated advice in Yeadon West Yorkshire, specializing in life investments and pensions. They promise a secure financial future for all clients.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Yeadon
  17. 🏢

    Nigel J Barker & Company Limited

    FCA reg no.
    617019
    FCA authorised date:
    02/06/14
    Nigel J Barker & Company Limited is a leading Birkenshaw-based financial services firm providing life and investment advice, retirement planning, and expert financial planning, recognised for their tailored strategies and professional approach.
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Bradford
  18. 🏢

    Cleverly Planned LTD

    FCA reg no.
    842889
    FCA authorised date:
    28/05/19
    Regulated by the FCA, Cleverly Planned Ltd is a trusted financial planning firm in West Yorkshire, known for expert advice on life investments and retirement planning, catering to individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧3.8 Miles
    3. 📍Shipley
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