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 WF3 2

Search Financial Advisers Logo

We have found 637 relevant financial adviser firms within 30 miles of WF3 2. Showing page 1 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. 🏢

    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. 🪧9.2 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. 🪧15.8 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. 🪧23.7 Miles
    3. 📍Sheffield
  5. 🏢

    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. 🪧1.6 Miles
    3. 📍Wakefield
  6. 🏢

    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. 🪧2 Miles
    3. 📍Wakefield
  7. 🏢

    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. 🪧2.1 Miles
    3. 📍Wakefield
  8. 🏢

    Steve Thompson Financial Planning Limited

    FCA reg no.
    216415
    FCA authorised date:
    31/05/05
    Based in West Yorkshire, Steve Thompson Financial Planning Limited offers regulated financial advice across diverse sectors such as insurance and pensions. They specialize in investments and final salary pension transfers, providing personalized solutions under FCA number 216415.
    1. ✔2 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Wakefield
  9. 🏢

    Lifeplanning Solutions

    FCA reg no.
    191440
    FCA authorised date:
    01/12/01
    LifePlanning Solutions is a trusted, FCA-regulated financial planning firm in Ossett, offering personalised financial advice, from investment and retirement planning to insurance services for families and businesses.
    1. ✔3 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Ossett
  10. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  11. 🏢

    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. 🪧2.5 Miles
    3. 📍Dewsbury
  12. 🏢

    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. 🪧2.6 Miles
    3. 📍Morley
  13. 🏢

    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. 🪧2.6 Miles
    3. 📍Leeds
  14. 🏢

    Finli (IPWM) Limited

    FCA reg no.
    591331
    FCA authorised date:
    13/11/25
    IP Wealth Management Ltd is a reputable financial firm in West Yorkshire offering tailored financial planning, regulated advice and expert guidance in pensions, investments and more. Known for its approachable team and customer-centric service.
    1. ✔37 Financial Advisers
    2. 🪧2.6 Miles
  15. 🏢

    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. 🪧2.6 Miles
    4. 📍Leeds
  16. Need Help Choosing an Adviser?
    Enter a few details to get matched with the right adviser and receive a guaranteed callback
  17. 🏢

    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. 🪧2.6 Miles
    4. 📍Wakefield
  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. 🪧2.8 Miles
    3. 📍Leeds
Page 1 of 43. Showing results 1 to 15.
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