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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 9 of 43.

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  2. 🏢

    Hentons Wealth Limited

    FCA reg no.
    809391
    FCA authorised date:
    03/01/19
    Hentons Wealth Limited, an FCA-regulated firm in Leeds, offers tailored financial advice specializing in life investments, pensions, retirement advice, and comprehensive financial planning. They are known for their professional yet approachable services.
    1. ✔1 Financial Adviser
    2. 🪧8.3 Miles
    3. 📍Leeds
  3. 🏢

    Sovereign Wealth Limited

    FCA reg no.
    471459
    FCA authorised date:
    10/08/07
    Regulated by the FCA, Sovereign Wealth Limited is a reputable financial planning specialist in Leeds, providing bespoke advice on insurance, pensions, and investments to clients in West Yorkshire and surrounding areas.
    1. ✔52 Financial Advisers
    2. 🪧8.3 Miles
    3. 📍Leeds
  4. 🏢

    Age Partnership Wealth Management Limited

    FCA reg no.
    670493
    FCA authorised date:
    01/07/15
    Age Partnership Wealth Management Limited provides comprehensive financial planning, regulated advice, and expert guidance on life investments and pensions retirement in Leeds, West Yorkshire. They specialize in tailored solutions for retirees and local families.
    1. ✔4 Financial Advisers
    2. 🪧8.3 Miles
    3. 📍Leeds
  5. 🏢

    PALM FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    593725
    FCA authorised date:
    01/07/13
    Palm Financial Management Limited is a trusted FCA-regulated financial service provider based in Leeds, specializing in life and investment advice, pensions retirement guidance, and strategic financial planning.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧8.4 Miles
    4. 📍Leeds
  6. 🏢

    Kirk Newsholme Financial Planning Limited

    FCA reg no.
    456138
    FCA authorised date:
    12/10/06
    Kirk Newsholme Financial Planning Limited, based in Leeds, offers expert, regulated advice on life planning, retirement, investments, and pensions. Known for their friendly, approachable style, they serve clients across West Yorkshire.
    1. ✔4 Financial Advisers
    2. 🪧8.4 Miles
    3. 📍Leeds
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  8. 🏢

    Boag Dolman Financial Planning LTD

    FCA reg no.
    649925
    FCA authorised date:
    15/10/14
    Boag Dolman Financial Planning Ltd is a trusted Leeds-based firm offering extensive financial services, including pension advice and life investments. Renowned for customer satisfaction and tailored solutions, they make finance easily understandable.
    1. ✔2 Financial Advisers
    2. 🪧8.4 Miles
    3. 📍Leeds
  9. 🏢

    Lumley Wealth Management LTD

    FCA reg no.
    953193
    FCA authorised date:
    08/07/23
    Lumley Wealth Management Ltd, an FCA regulated firm based in Leeds, provides personalised, comprehensive financial advice specialising in insurance, investments, and pensions to secure clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧8.5 Miles
    3. 📍Leeds
  10. 🏢

    HINCHLIFFE, WATTS & WYATT LIMITED

    FCA reg no.
    578647
    FCA authorised date:
    01/08/12
    Leeds-based Hinchliffe, Watts & Wyatt Ltd is a trusted, FCA regulated firm specialising in comprehensive financial planning services including investments and retirement advice. Known for guiding clients through complex financial landscapes.
    1. ✔1 Financial Adviser
    2. 🪧8.6 Miles
    3. 📍Leeds
  11. 🏢

    OWM Limited

    FCA reg no.
    966979
    FCA authorised date:
    21/04/22
    Orchard Wealth Management is a well-established, FCA-regulated financial planning firm in Mirfield, West Yorkshire, offering services like life and investment planning and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Mirfield
  12. 🏢

    Harris & Co Financial Planning LTD

    FCA reg no.
    949142
    FCA authorised date:
    16/04/21
    Harris + Co is a FCA regulated firm in Barnsley, South Yorkshire, known for their approachable service and comprehensive financial services, including insurance, investments, and retirement advice. They specialize in final salary pension transfers and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍Barnsley
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  14. 🏢

    Tudor Financial Consultants Limited

    FCA reg no.
    216553
    FCA authorised date:
    31/05/05
    Tudor Financial Consultants Ltd is a FCA regulated firm in Garforth, Leeds, specialising in life and investments advice, retirement pensions, financial planning services for individuals and businesses.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧8.8 Miles
    4. 📍Leeds
  15. 🏢

    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. 🪧8.8 Miles
    3. 📍Huddersfield
  16. 🏢

    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. 🪧8.9 Miles
    3. 📍Huddersfield
  17. 🏢

    Sound Advice Financial Management Limited

    FCA reg no.
    432748
    FCA authorised date:
    06/06/05
    Located in West Yorkshire, Sound Advice Financial Management Limited offers expertise in life and investments, pensions retirement advice, and final salary pension transfers. Known for personalised service and regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧9 Miles
    3. 📍Bradford
  18. 🏢

    Illuminate Wealth Management LTD

    FCA reg no.
    919607
    FCA authorised date:
    15/01/20
    Vision IFP is an FCA-regulated financial services firm in Leeds, West Yorkshire specialising in life insurance, investments, financial planning, and pension advice. Known for client-centric approaches and regional coverage.
    1. ✔1 Financial Adviser
    2. 🪧9 Miles
    3. 📍Leeds
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