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Find FCA registered Financial Advisers Near Me in WF3 3

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We have found 616 relevant financial adviser firms within 30 miles of WF3 3. Showing page 1 of 42.

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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. 🪧9.4 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. 🪧14.4 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. 🪧24.4 Miles
    3. 📍Sheffield
  5. 🏢

    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. 🪧0.4 Miles
    3. 📍Wakefield
  6. 🏢

    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. 🪧0.8 Miles
    3. 📍Leeds
  7. 🏢

    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. 🪧1.7 Miles
    3. 📍Leeds
  8. 🏢

    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. 🪧2.2 Miles
    3. 📍Wakefield
  9. 🏢

    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. 🪧2.3 Miles
    3. 📍Wakefield
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  11. 🏢

    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. 🪧2.3 Miles
    3. 📍Wakefield
  12. 🏢

    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. 🪧2.7 Miles
    3. 📍Leeds
  13. 🏢

    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. 🪧2.8 Miles
    4. 📍Wakefield
  14. 🏢

    Gordon Wills

    FCA reg no.
    515165
    FCA authorised date:
    23/12/09
    Gordon Wills is a FCA-regulated financial firm in Wakefield, West Yorkshire, offering extensive services in pensions, insurance and investments. Known for their customer-focused approach, they deliver tailored financial advice to individuals and businesses.
    1. ✔2 Financial Advisers
    2. 🪧3.2 Miles
    3. 📍Wakefield
  15. 🏢

    Andrassy Parkin Financial Planning LTD

    FCA reg no.
    1018051
    FCA authorised date:
    24/10/24
    Andrassy Parkin Financial Planning Ltd, an FCA-regulated firm, provides comprehensive, regulated financial advice to clients in Wakefield and Greater Manchester, specializing in life and investment planning and pension retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧3.2 Miles
    3. 📍Wakefield
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  17. 🏢

    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. 🪧3.3 Miles
    3. 📍Leeds
  18. 🏢

    Henderson Employee Benefits Limited

    FCA reg no.
    115134
    FCA authorised date:
    01/12/01
    HEB Wealth and Employee Benefits is a Leeds-based financial institution offering personalized services such as insurance, investments, and financial planning. They exemplify their proficient focus on client empowerment through professionalism and care.
    1. ✔4 Financial Advisers
    2. 🪧3.6 Miles
    3. 📍Leeds
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