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Find FCA registered Financial Advisers Near Me in Upper Green WF3


We have found 645 relevant financial adviser firms within 30 miles of Upper Green WF3. Showing page 12 of 43.

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  2. 🏢

    Dr David Smith Financial Services LTD

    FCA reg no.
    1041953
    FCA authorised date:
    19/01/26
    Dr David Smith Financial Services Ltd is a reputable, FCA-regulated financial planning firm in West Yorkshire. Specialising in investments and retirement strategies, they offer thorough advice to clients across Greater Manchester.
    1. ✔2 Financial Advisers
    2. 🪧9.3 Miles
    3. 📍Halifax
  3. 🏢

    INFORMED OPTIONS FINANCIAL PLANNING LTD

    FCA reg no.
    595509
    FCA authorised date:
    02/04/13
    FCA-regulated Informed Options Financial Planning Ltd provides specialized advice in life, investments, and pensions retirement. Based in Castleford, they are recognised for their tailored strategies, approachability, and reliability.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Castleford
  4. 🏢

    Springwood Wealth Management LTD

    FCA reg no.
    1027371
    FCA authorised date:
    03/03/25
    Springwood Wealth Management Ltd is a Leeds-based financial firm offering tailored life and investment solutions, including pensions advice and financial planning. The professional team provides reliable advice, regulated under FCA number 1027371.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Leeds
  5. 🏢

    Leon & Co Financial Services Limited

    FCA reg no.
    913412
    FCA authorised date:
    13/09/19
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Leeds
  6. 🏢

    Frankland Financial Management LTD

    FCA reg no.
    983927
    FCA authorised date:
    23/09/22
    Frankland Financial Management Ltd is a Leeds-based, FCA-regulated firm offering a range of financial services, including life and investment management, retirement advice, and financial planning, mainly for retirees in West Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Leeds
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  8. 🏢

    Philpott Financial Limited

    FCA reg no.
    929868
    FCA authorised date:
    12/11/20
    Philpott Financial, an FCA regulated firm, offers bespoke financial advice in life investments and retirement planning. Located in West Yorkshire, they serve clients with a personalised approach to achieving financial goals.
    1. ✔3 Financial Advisers
    2. 🪧9.6 Miles
    3. 📍Huddersfield
  9. 🏢

    Evolve Financial Planning LTD

    FCA reg no.
    840594
    FCA authorised date:
    27/02/24
    Evolve Financial Planning Ltd, an FCA-regulated firm in West Yorkshire, offers expert advice on diverse financial services. Specialising in final salary pension transfers, they provide tailored, client-focused financial planning and investment assistance.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Huddersfield
  10. 🏢

    Clayton Professional Wealth LTD

    FCA reg no.
    820594
    FCA authorised date:
    12/09/18
    Clayton Professional Wealth Ltd is a reputable South Yorkshire financial firm offering services in investment, pension advice, and financial planning. Known for transparency, reliability and approachability, we provide tailored solutions for your financial future.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Barnsley
  11. 🏢

    Knightsgate Wealth Management LTD

    FCA reg no.
    972057
    FCA authorised date:
    05/10/22
    Knightsgate Wealth Management Ltd, regulated by the FCA, provides bespoke financial planning solutions including life and investments, pensions retirement advice. Based in Leeds, they're praised for personalized and customer-centric service.
    1. ✔1 Financial Adviser
    2. 🪧9.7 Miles
    3. 📍Leeds
  12. 🏢

    Sandringham Financial Partners Limited

    FCA reg no.
    581304
    FCA authorised date:
    15/11/12
    Sandringham Financial Partners provide regulated, personalised financial advice and services such as insurance, investment, and retirement planning for individual and business clients in West Yorkshire.
    1. ✔112 Financial Advisers
    2. ✔13 Mortgage Brokers
    3. 🪧9.7 Miles
    4. 📍Huddersfield
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  14. 🏢

    Little & Georgiou (IFA) Limited

    FCA reg no.
    939523
    FCA authorised date:
    27/11/20
    2. Little & Georgiou is a FCA regulated finance firm in Halifax, West Yorkshire, providing life and investment planning, pensions advice, and final salary pension transfers.
    1. ✔5 Financial Advisers
    2. 🪧9.8 Miles
    3. 📍Halifax
  15. 🏢

    Daniel Holland

    FCA reg no.
    1021907
    FCA authorised date:
    04/12/24
    Daniel Holland is a reputable financial firm in Pontefract, West Yorkshire, offering expert life and investment planning, retirement advice, and pension transfers, tailored to clients' unique needs.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Pontefract
  16. 🏢

    Jo Hovell Financial Planning and Solutions LTD

    FCA reg no.
    996101
    FCA authorised date:
    10/05/23
    FCA registered firm, Jo Hovell Financial Planning and Solutions Ltd, specialises in bespoke financial services including life investments, pensions retirement planning, and personal financial planning in Leeds, West Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Leeds
  17. 🏢

    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. 🪧9.9 Miles
    3. 📍Leeds
  18. 🏢

    Simpson Wood (financial Services) Limited

    FCA reg no.
    224131
    FCA authorised date:
    15/05/03
    Simpson Wood (Financial Services) Limited in Huddersfield, West Yorkshire offers expert guidance on insurances, investments, pensions retirement advice and financial planning. Regulated by the FCA, they are a trusted partner for financial stability.
    1. ✔8 Financial Advisers
    2. 🪧9.9 Miles
    3. 📍Huddersfield
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