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Find FCA registered Financial Advisers Near Me in Wakefield

Discover FCA-approved financial advisers in Wakefield through our easy-to-use online directory. From pension planning to wealth management, connect with professionals who can help guide your financial decisions. Search by proximity to find advisers near you and take confident steps toward achieving your financial goals.
Discover FCA-approved financial advisers in Wakefield through our easy-to-use online directory.
From pension planning to wealth management, connect with professionals who can help guide your financial decisions. Search by proximity to find advisers near you and take confident steps toward achieving your financial goals.
Search Financial Advisers Logo

We have found 632 relevant financial adviser firms within 30 miles of Wakefield. Showing page 1 of 43.

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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. 🪧6.1 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. 🪧17.5 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. 🪧21 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. 🪧60.2 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. 🪧60.2 Miles
    5. 📍Hilton
  7. 🏢

    Gordon Wills

    FCA reg no.
    515165
    FCA authorised date:
    23/12/09
    Gordon Wills is a FCA-regulated financial firm in Wakefield, West Yorkshire, offering extensive services in pensions, insurance and investments. Known for their customer-focused approach, they deliver tailored financial advice to individuals and businesses.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Wakefield
  8. 🏢

    Andrassy Parkin Financial Planning LTD

    FCA reg no.
    1018051
    FCA authorised date:
    24/10/24
    Andrassy Parkin Financial Planning Ltd, an FCA-regulated firm, provides comprehensive, regulated financial advice to clients in Wakefield and Greater Manchester, specializing in life and investment planning and pension retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Wakefield
  9. 🏢

    Tony Revans Financial Planning 2000 Limited

    FCA reg no.
    941061
    FCA authorised date:
    08/11/21
    Tony Revans Financial Planning, an FCA-regulated firm based in Wakefield, offers comprehensive financial services including life & investment planning, pension advice and tailored financial solutions with a client-oriented approach.
    1. ✔2 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧0.6 Miles
    4. 📍Wakefield
  10. 🏢

    PFP Wealth Group LTD

    FCA reg no.
    953236
    FCA authorised date:
    20/06/21
    PFP Wealth Group Ltd, a FCA registered financial planning firm in Wakefield, offers personalised advice on life investments, retirement planning, and pension transfers, tailoring innovative solutions for a prosperous future.
    1. ✔25 Financial Advisers
    2. 🪧1.2 Miles
    3. 📍Wakefield
  11. 🏢

    Future Group (UK) Limited

    FCA reg no.
    587288
    FCA authorised date:
    01/02/13
    Future Group (UK) Limited is a trusted, FCA registered financial services firm offering personalized financial planning and regulated advice, specializing in life insurance, investments, pensions and retirement advice in West Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧1.2 Miles
    3. 📍Wakefield
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  13. 🏢

    Kate Bailey Financial Planning Limited

    FCA reg no.
    926688
    FCA authorised date:
    26/05/20
    Kate Bailey Financial Planning Limited is a reputable, FCA-regulated firm in West Yorkshire that provides expert financial planning services tailored to each client's financial situation.
    1. ✔3 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Wakefield
  14. 🏢

    Cunnington Wealth LTD

    FCA reg no.
    987450
    FCA authorised date:
    22/11/22
    Cunnington Wealth Ltd is a FCA regulated firm from Wakefield, specialising in financial planning and advice, including life insurance, investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Wakefield
  15. 🏢

    Sands Wealth Management Limited

    FCA reg no.
    499792
    FCA authorised date:
    22/04/09
    Sands Wealth Management, based in Wakefield, offers tailored financial planning services including life investments and pensions retirement advice. Clients are assured of regulated advice for confident, clear financial futures.
    1. ✔3 Financial Advisers
    2. 🪧1.4 Miles
    3. 📍Wakefield
  16. 🏢

    OCULUS WEALTH MANAGEMENT (LEEDS) LIMITED

    FCA reg no.
    966740
    FCA authorised date:
    05/01/22
    Oculus Wealth Management in Wrenthorpe specialises in strategic financial planning, focusing on life investments, retirement pensions and final salary pension transfers. Known for delivering tailored regulated advice, they cater to varying clients.
    1. ✔1 Financial Adviser
    2. 🪧1.7 Miles
    3. 📍Wakefield
  17. 🏢

    Navigation Wealth Management Limited

    FCA reg no.
    911786
    FCA authorised date:
    30/07/19
    Navigation Wealth Management Limited is a trusted company in West Yorkshire offering comprehensive financial services like insurance, pensions, and financial planning, regulated by the FCA and serving individuals and businesses.
    1. ✔18 Financial Advisers
    2. 🪧1.9 Miles
    3. 📍Wakefield
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