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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.

We have found 632 relevant financial adviser firms within 30 miles of Wakefield. Showing page 6 of 43.

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  2. 🏢

    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. 🪧7.7 Miles
    3. 📍Leeds
  3. 🏢

    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. 🪧7.7 Miles
    4. 📍Leeds
  4. 🏢

    Dencroft Financial Planning Limited

    FCA reg no.
    1040796
    FCA authorised date:
    01/09/25
    FCA-regulated Denton Financial Services Limited, based in West Yorkshire, specialises in expert life and investment services including pension and retirement planning across surrounding regions. They provide customised advice for financial security.
    1. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Mirfield
  5. 🏢

    Matthew Brown

    FCA reg no.
    1035733
    FCA authorised date:
    26/06/25
    Matthew Brown is a distinguished FCA-regulated financial firm in Leeds, specialising in life investments, pension retirement advice, and final salary pension transfers. Known for tailored advice to suit individual financial objectives.
    1. ✔1 Financial Adviser
    2. 🪧7.7 Miles
    3. 📍Leeds
  6. 🏢

    2pm Financial Services Limited

    FCA reg no.
    219854
    FCA authorised date:
    30/10/23
    2PM Financial Services Limited in Leeds provides comprehensive financial planning services including insurance, pensions retirement advice, and investments, with a focus on individualized client assistance.
    1. ✔1 Financial Adviser
    2. 🪧7.8 Miles
    3. 📍Leeds
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  8. 🏢

    Emily James Financial Services LTD

    FCA reg no.
    1012872
    FCA authorised date:
    13/06/24
    Emily James Financial Services Ltd, based in Leeds, offers comprehensive financial planning services including life and investments, retirement and pension advice with specialisation in final salary pension transfers. They are FCA regulated for trustworthiness.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧7.9 Miles
    4. 📍Leeds
  9. 🏢

    Mills & Spenceley Limited

    FCA reg no.
    463264
    FCA authorised date:
    03/04/07
    Mills & Spenceley Limited is a Leeds-based financial firm offering comprehensive advice on insurance, pensions, investments, and more. Recognised for their professionalism, they serve a diverse range of clients. FCA regulated.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Leeds
  10. 🏢

    Michael Allewell

    FCA reg no.
    804677
    FCA authorised date:
    21/03/18
    Michael Allewell, an FCA regulated financial firm in Leeds, offers personalised, professional advice on life and investments, pensions retirement planning, and financial planning to individuals and families across West Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Leeds
  11. 🏢

    Lorna Robertson

    FCA reg no.
    772193
    FCA authorised date:
    22/02/17
    Lorna Robertson is a reputable, FCA-regulated financial firm in Leeds, specialising in financial planning, retirement advice, investment strategies, and comprehensive insurance services for clients across Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Leeds
  12. 🏢

    Andrew Young

    FCA reg no.
    760897
    FCA authorised date:
    12/10/16
    Andrew Young, a Leeds-based FCA regulated financial services firm, specializes in life and retirement planning solutions. Our expert team provides sound investment strategies and profitable pension options across West Yorkshire, Greater Manchester, and Oldham.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Leeds
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  14. 🏢

    Robert Maddison-joss

    FCA reg no.
    765896
    FCA authorised date:
    30/11/16
    Robert Maddison-Joss is a FCA regulated firm in Leeds, specializing in tailored financial planning and expert advice on life investments and pensions, with service coverage extending across Leeds and surrounding areas.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Leeds
  15. 🏢

    St Andrews Wealth Management LTD

    FCA reg no.
    809253
    FCA authorised date:
    16/05/18
    St Andrews Wealth Management Ltd, based in Leeds, offers an array of FCA-regulated financial services including retirement advice, pension transfers, investment guidance and comprehensive financial planning across Greater Manchester.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Leeds
  16. 🏢

    Gavin Ingham

    FCA reg no.
    1014224
    FCA authorised date:
    18/05/24
    Gavin Ingham, an FCA-regulated financial services firm in Leeds, specializes in managing life investments, retirement planning, and pension security. Known for astute advice and tailored financial solutions, they serve both local families and first-time investors.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Leeds
  17. 🏢

    Max Barraclough

    FCA reg no.
    1011337
    FCA authorised date:
    24/03/24
    Specialising in varied financial planning areas, Max Barraclough is a reputable, FCA regulated firm based in Leeds, providing tailored, client-centric and approachable financial services.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Leeds
  18. 🏢

    Pawsey Wealth Management Limited

    FCA reg no.
    1011923
    FCA authorised date:
    07/05/24
    Pawsey Wealth Management Limited, based in Leeds, offers regulated advice on investments, pensions, and financial planning. Known for their expertise and commitment, they build long-term relationships with clients, guiding them to financial security.
    1. ✔1 Financial Adviser
    2. 🪧7.9 Miles
    3. 📍Leeds
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