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Find FCA registered Financial Advisers Near Me in WF4 1

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We have found 621 relevant financial adviser firms within 30 miles of WF4 1. 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. 🪧4.8 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. 🪧18.6 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. 🪧19.4 Miles
    3. 📍Sheffield
  5. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧59.1 Miles
    4. 📍Hilton
  6. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧59.1 Miles
    5. 📍Hilton
  7. 🏢

    Harper Financial Associates LTD

    FCA reg no.
    976686
    FCA authorised date:
    31/05/22
    Harper Financial Associates Ltd, regulated by the FCA, specialises in life investments, pensions retirement advice, and other important investment strategies, offering personalised, professional financial planning services across Greater Manchester and beyond.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Wakefield
  8. 🏢

    Cygnet Wealth Management LTD

    FCA reg no.
    600846
    FCA authorised date:
    09/05/13
    Cygnet Wealth Management Ltd, an FCA-regulated firm in West Yorkshire, offers customised financial advice on life investments, pensions, and retirement planning, specialising in final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Pontefract
  9. 🏢

    Daniel Holland

    FCA reg no.
    1021907
    FCA authorised date:
    04/12/24
    Daniel Holland is a reputable financial firm in Pontefract, West Yorkshire, offering expert life and investment planning, retirement advice, and pension transfers, tailored to clients' unique needs.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Pontefract
  10. 🏢

    Horbury Financial Services Limited

    FCA reg no.
    225007
    FCA authorised date:
    18/07/03
    Based in Pontefract, Horbury Financial Services Limited is a FCA regulated company offering specialised advice on financial planning, pensions, investments, life insurance, retirement planning and wealth management.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧2.5 Miles
    4. 📍Pontefract
  11. 🏢

    Taylor Financial Solutions Limited

    FCA reg no.
    710294
    FCA authorised date:
    15/07/15
    Taylor Financial Solutions Limited is an FCA-regulated financial firm in West Yorkshire, specializing in pension advice, investments, and personalized planning for financial wellness.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Pontefract
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  13. 🏢

    Oakworth Financial Planning Limited

    FCA reg no.
    229355
    FCA authorised date:
    07/01/04
    Oakworth Financial Planning Limited, located in West Yorkshire's Pontefract, offers comprehensive FCA-regulated financial services including investment strategies, insurance plans, pensions advice, and financial planning. They are known for their client-focused approach and tailored advice.
    1. ✔6 Financial Advisers
    2. 🪧4.1 Miles
    3. 📍Pontefract
  14. 🏢

    SIMPSON KELLY ASSOCIATES LTD.

    FCA reg no.
    599404
    FCA authorised date:
    01/07/13
    Regulated by the FCA, Simpson Kelly Associates Ltd provides expert financial planning and regulated advice in West Yorkshire and Pontefract, specialising in life investments, pensions retirement advice and more.
    1. ✔7 Financial Advisers
    2. 🪧4.2 Miles
    3. 📍Pontefract
  15. 🏢

    Cunnington Wealth LTD

    FCA reg no.
    987450
    FCA authorised date:
    22/11/22
    Cunnington Wealth Ltd is a FCA regulated firm from Wakefield, specialising in financial planning and advice, including life insurance, investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧4.3 Miles
    3. 📍Wakefield
  16. 🏢

    Sands Wealth Management Limited

    FCA reg no.
    499792
    FCA authorised date:
    22/04/09
    Sands Wealth Management, based in Wakefield, offers tailored financial planning services including life investments and pensions retirement advice. Clients are assured of regulated advice for confident, clear financial futures.
    1. ✔3 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Wakefield
  17. 🏢

    Future Group (UK) Limited

    FCA reg no.
    587288
    FCA authorised date:
    01/02/13
    Future Group (UK) Limited is a trusted, FCA registered financial services firm offering personalized financial planning and regulated advice, specializing in life insurance, investments, pensions and retirement advice in West Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Wakefield
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