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Find FCA registered Financial Advisers Near Me in WF17 7

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We have found 775 relevant financial adviser firms within 30 miles of WF17 7. Showing page 1 of 52.

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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. 🪧10.8 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. 🪧18.5 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. 🪧23.8 Miles
    3. 📍Sheffield
  5. 🏢

    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. 🪧1.7 Miles
    3. 📍Dewsbury
  6. 🏢

    Birstall Insurance Services

    FCA reg no.
    126698
    FCA authorised date:
    01/12/01
    Birstall Insurance Services, based in West Yorkshire, offers comprehensive financial planning and regulated advice, specializing in life, investments, and pensions. Known for a client-centric approach and FCA registration, they ensure trustworthy advice.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Batley
  7. 🏢

    Gray Financial LTD

    FCA reg no.
    216312
    FCA authorised date:
    31/05/05
    Regulated advisory firm, Gray Financial Ltd, specializes in bespoke financial planning, including life investments and pensions. Known for personalized service, they're trusted in West Yorkshire for client-centric strategies.
    1. ✔2 Financial Advisers
    2. 🪧2 Miles
    3. 📍Liversedge
  8. 🏢

    Park Gate Financial Limited

    FCA reg no.
    191185
    FCA authorised date:
    31/05/05
    Park Gate Financial Limited is a reputable FCA registered firm offering specialized financial planning and advisory services in West Yorkshire, including life investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧2.4 Miles
  9. 🏢

    Haighwood LTD

    FCA reg no.
    624249
    FCA authorised date:
    28/05/14
    Haighwood Financial Services in Morley, Leeds offers strategic financial planning and regulated advice. Known for reliable, bespoke solutions in life and investment portfolios, and retirement planning. Regulated by FCA.
    1. ✔5 Financial Advisers
    2. 🪧2.6 Miles
    3. 📍Morley
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  11. 🏢

    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. 🪧2.7 Miles
    3. 📍Mirfield
  12. 🏢

    Corpad Wealth Management LTD

    FCA reg no.
    939654
    FCA authorised date:
    28/11/20
    Based in Leeds, Corpad Wealth Management Ltd offers expert financial advice on life investments, pensions, and overall financial planning. Our FCA registered firm caters to clients across Greater Manchester and nearby regions.
    1. ✔4 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Leeds
  13. 🏢

    Pickersgill Financial Planning LTD

    FCA reg no.
    912901
    FCA authorised date:
    30/05/24
    Pickersgill Financial Planning Ltd is a trusted provider of comprehensive financial services in Leeds and West Yorkshire, including life and investment planning, pensions advice, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Leeds
  14. 🏢

    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. 🪧2.8 Miles
    3. 📍Mirfield
  15. 🏢

    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. 🪧2.8 Miles
    3. 📍Ossett
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  17. 🏢

    Tozer LLP

    FCA reg no.
    466675
    FCA authorised date:
    01/05/07
    Based in Cleckheaton, Tozer Insurance provides comprehensive financial guidance, including investments and pension planning. Known for its tailored, client-focused approach, it's a standout in West Yorkshire's financial sector.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧2.9 Miles
    4. 📍Cleckheaton
  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. 🪧3.1 Miles
    3. 📍Leeds
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