Are you an Adviser click here
Search Financial Advisers Logo
Our website uses Cookies.

You can set your preferences here.

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 3 of 43.

📍Map View
  1. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  2. 🏢

    Michael Oliver Financial Consulting Limited

    FCA reg no.
    709941
    FCA authorised date:
    13/07/15
    Michael Oliver Financial Consulting Limited is a regulated and credible firm based in West Yorkshire, offering expert advice on life investments, retirement planning and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Wakefield
  3. 🏢

    RH Wealth Management LTD

    FCA reg no.
    718898
    FCA authorised date:
    01/10/15
    RH Wealth Management Ltd, regulated by the FCA, provides tailored financial planning and advice in Ossett, West Yorkshire. Services include life/investment planning, retirement advice, pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.4 Miles
    3. 📍Ossett
  4. 🏢

    LIFETIME FINANCIAL SOLUTIONS (YORKSHIRE) LTD

    FCA reg no.
    588153
    FCA authorised date:
    23/01/13
    A top-rated firm, Lifetime Financial Solutions (Yorkshire) Ltd offers expert financial planning services encompassing life insurance, investments, and pensions. Regulated by the FCA, they provide personalised advice for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Ossett
  5. 🏢

    James Kenny Wealth Management LLP

    FCA reg no.
    484390
    FCA authorised date:
    09/06/08
    James Kenny Wealth Management LLP, an FCA-regulated firm based in Leeds, offers reliable financial advice and wealth management services, including investments, pension advice, and financial planning, with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧4.1 Miles
    3. 📍Leeds
  6. 🏢

    David Rollin

    FCA reg no.
    1003490
    FCA authorised date:
    16/10/23
    David Rollin is a leading financial services firm in West Yorkshire, offering expert advice on life insurance, investments, and pensions. Regulated by the FCA, they are dedicated to securing clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧4.2 Miles
    3. 📍Wakefield
  7. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  8. 🏢

    Mark Vernon Wealth Management Limited

    FCA reg no.
    419551
    FCA authorised date:
    04/01/05
    Mark Vernon Wealth Management Ltd. is a FCA-regulated firm (#419551) specialising in life insurance, and investments. Based in Methley, Leeds, they provide expert pension advice and personalised financial planning solutions.
    1. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Leeds
  9. 🏢

    Miller Wealth Management Limited

    FCA reg no.
    415418
    FCA authorised date:
    22/11/04
    Based in Leeds, Miller Wealth Management Limited is an FCA regulated firm specializing in financial planning services, offering personalised advice on life investments, pensions, and more to ensure a secure future.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Leeds
  10. 🏢

    Shubho Kundu Wealth Management Limited

    FCA reg no.
    791678
    FCA authorised date:
    17/10/17
    Shubho Kundu Wealth Management Limited, based in Dewsbury, West Yorkshire, is a respected financial services firm providing regulated advice on life investments, pensions, retirement planning and more, serving Oldham and Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍Dewsbury
  11. 🏢

    Francis Klonowski

    FCA reg no.
    178804
    FCA authorised date:
    23/07/12
    Francis Klonowski provides expert, tailored financial services in Leeds, including life insurance, pensions, retirement advice and more. Regulated by the FCA, they are dedicated to securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Leeds
  12. 🏢

    Harper Financial Associates LTD

    FCA reg no.
    976686
    FCA authorised date:
    31/05/22
    Harper Financial Associates Ltd, regulated by the FCA, specialises in life investments, pensions retirement advice, and other important investment strategies, offering personalised, professional financial planning services across Greater Manchester and beyond.
    1. ✔1 Financial Adviser
    2. 🪧5 Miles
    3. 📍Wakefield
  13. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  14. 🏢

    Vision Independent Financial Advisors Limited

    FCA reg no.
    551169
    FCA authorised date:
    03/08/11
    Vision Independent Financial Advisors Limited is a renowned FCA registered firm in Wakefield, offering expert advice on life and investments, pensions, retirement, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Wakefield
  15. 🏢

    Vision Dental Wealth Management Limited

    FCA reg no.
    1043426
    FCA authorised date:
    05/11/25
    Based in Wakefield, Vision Dental Wealth is a reliable financial advisory firm offering tailored advice on investments, pensions, and comprehensive financial planning across West Yorkshire.
    1. ✔2 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Wakefield
  16. 🏢

    Cadence Financial Planning Limited

    FCA reg no.
    1042358
    FCA authorised date:
    13/10/25
    Cadence Financial Planning Limited is a reputable, FCA-regulated firm in Morley, West Yorkshire, specialising in personalised financial services and advice tailored to individual client goals.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Morley
  17. 🏢

    The Prestige Family LTD

    FCA reg no.
    987299
    FCA authorised date:
    13/11/23
    Regulated by the FCA, The Prestige Family Ltd is a Leeds-based financial advisory firm offering personalised services in financial planning, life investments, and pensions retirement.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧5.8 Miles
    4. 📍Leeds
  18. 🏢

    Gamble Gaunt & Mole LLP

    FCA reg no.
    604487
    FCA authorised date:
    02/01/14
    Gamble Gaunt & Mole LLP is a West Yorkshire-based, FCA regulated financial firm specialising in life investments, retirement advice and comprehensive financial planning for both novice and experienced clients.
    1. ✔4 Financial Advisers
    2. 🪧6 Miles
    3. 📍Leeds
  19. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
Page 3 of 43. Showing results 31 to 45.
Click here to see the top of the results
Need Help Choosing an Adviser?
Enter a few details to get matched with the right adviser and receive a guaranteed callback