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Find FCA registered Financial Advisers Near Me in Upper Moor Side LS12


We have found 627 relevant financial adviser firms within 30 miles of Upper Moor Side LS12. Showing page 3 of 42.

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  2. 🏢

    Progeny Wealth Limited

    FCA reg no.
    116460
    FCA authorised date:
    01/12/01
    Progeny Wealth Limited in Leeds offers personalised, regulated financial planning services, including life insurance and pensions advice. Known for being trustful and approachable, they serve local individuals and regions around Leeds.
    1. ✔76 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧3.9 Miles
    4. 📍Leeds
  3. 🏢

    The Pentelow Practice LTD

    FCA reg no.
    402108
    FCA authorised date:
    13/07/04
    Pentelow Practice Ltd, based in Leeds, offers professional financial advice on life and investments, specializing in pensions retirement and final salary pension transfers. Regulated by the FCA, they serve both individual and corporate clients.
    1. ✔4 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Leeds
  4. 🏢

    Tracy Simpson Financial Consultancy LTD

    FCA reg no.
    912728
    FCA authorised date:
    28/08/19
    Tracy Simpson Financial Consultancy Ltd is a Leeds-based, FCA regulated firm offering expert financial planning, including life investments, pensions, retirement advice, and final salary pension transfers. They provide personalized and reliable services, adhering to regulatory standards.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Leeds
  5. 🏢

    Group Policy Services Limited

    FCA reg no.
    842754
    FCA authorised date:
    23/05/19
    Group Policy Services Limited, a Leeds-based FCA-regulated firm specializes in life investments, pensions, final salary pension transfers, and comprehensive financial planning for individuals planning retirement. Known for reliable, personalized services.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Leeds
  6. 🏢

    Four Wealth Planning Limited

    FCA reg no.
    1013905
    FCA authorised date:
    17/06/24
    2plan Wealth Management is a Leeds-based, FCA-regulated firm offering expert financial planning services including life and investment advice, pensions retirement advice, and strategic financial planning. Trusted across West Yorkshire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍Leeds
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  8. 🏢

    2 Plan Wealth Management Limited

    FCA reg no.
    461598
    FCA authorised date:
    02/04/07
    1. 2 Plan Wealth Management, an FCA regulated firm based in Leeds, specialises in financial planning and retirement advice. Services range from managing investments to final salary pension transfers.
    1. ✔198 Financial Advisers
    2. ✔49 Mortgage Brokers
    3. 🪧3.9 Miles
    4. 📍Leeds
  9. 🏢

    BBPI LIMITED

    FCA reg no.
    182934
    FCA authorised date:
    15/03/13
    BBPI LIMITED is a FCA regulated company specialising in financial planning, life insurance, pension retirement advice and final salary pension transfers from their base in Leeds.
    1. ✔3 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Leeds
  10. 🏢

    MacIntosh James and Partners Limited

    FCA reg no.
    402757
    FCA authorised date:
    01/11/04
    MacIntosh James and Partners Limited is a renowned financial organisation in Leeds, providing expert life, investments, retirement, and pension services. Known for reliable, personalised advice catering to individual needs.
    1. ✔5 Financial Advisers
    2. 🪧3.9 Miles
    3. 📍Leeds
  11. 🏢

    Wealthconnect Financial Planning Limited

    FCA reg no.
    1040249
    FCA authorised date:
    29/09/25
    WealthConnect Financial Planning Limited, based in Leeds, offers comprehensive, tailored financial solutions including investments and pensions advice. FCA regulated and client-centric, the firm prioritises easing financial management for local families.
    1. ✔2 Financial Advisers
    2. 🪧4 Miles
    3. 📍Leeds
  12. 🏢

    IFA (north) LLP

    FCA reg no.
    554724
    FCA authorised date:
    30/06/11
    IFA (North) LLP is a Leeds-based financial planning firm specializing in pensions, retirement advice, and final salary pension transfers. Known for its professional yet personable approach, it provides tailored, regulated financial solutions to Manchester and surrounding areas.
    1. ✔5 Financial Advisers
    2. 🪧4 Miles
    3. 📍Leeds
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  14. 🏢

    IFA (north-leeds) LTD

    FCA reg no.
    598806
    FCA authorised date:
    08/04/13
    IFA (North-Leeds) Ltd is a FCA-regulated financial advisory firm in West Yorkshire, specialising in bespoke financial planning services and renowned for assisting first-time investors and families.
    1. ✔2 Financial Advisers
    2. 🪧4 Miles
    3. 📍Leeds
  15. 🏢

    Dune Financial Planning Limited

    FCA reg no.
    589130
    FCA authorised date:
    01/07/13
    Dune Financial Planning Limited is a trusted FCA regulated firm specializing in comprehensive financial services such as life insurance, investment management and retirement planning, serving West Yorkshire and nearby cities.
    1. ✔2 Financial Advisers
    2. 🪧4 Miles
    3. 📍Leeds
  16. 🏢

    W.DENIS FINANCIAL SERVICES LIMITED

    FCA reg no.
    120918
    FCA authorised date:
    01/12/01
    W.Denis Financial Services Ltd is an FCA-regulated firm based in Leeds, offering bespoke advice in investment and retirement planning. Their client-centric approach caters to diverse clients' financial goals.
    1. ✔5 Financial Advisers
    2. 🪧4 Miles
    3. 📍Leeds
  17. 🏢

    Inspirational Financial Management LTD

    FCA reg no.
    223511
    FCA authorised date:
    28/07/03
    Inspirational Financial Management Ltd, based in Leeds, offers comprehensive financial planning services including life, investment planning, and pensions retirement advice. They are FCA regulated, ensuring reliable, client-focused advice.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧4 Miles
    4. 📍Leeds
  18. 🏢

    TRF Limited

    FCA reg no.
    834557
    FCA authorised date:
    01/11/19
    2. Options Wealth is a Leeds-based, FCA-regulated firm known for its wealth management expertise and client-focused approach, offering reliable advice on investments, retirement planning, and comprehensive financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧4 Miles
    3. 📍Leeds
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