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Find FCA registered Financial Advisers Near Me in WF4 2

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We have found 638 relevant financial adviser firms within 30 miles of WF4 2. Showing page 1 of 43.

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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. 🪧1.7 Miles
    6. 📍Barnsley
  3. 🏢

    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. 🪧16.8 Miles
    3. 📍Sheffield
  4. 🏢

    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. 🪧21.2 Miles
    5. 📍Wetherby
  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. 🪧56.3 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. 🪧56.3 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. 🪧3 Miles
    3. 📍Wakefield
  8. 🏢

    Clayton Professional Wealth LTD

    FCA reg no.
    820594
    FCA authorised date:
    12/09/18
    Clayton Professional Wealth Ltd is a reputable South Yorkshire financial firm offering services in investment, pension advice, and financial planning. Known for transparency, reliability and approachability, we provide tailored solutions for your financial future.
    1. ✔1 Financial Adviser
    2. 🪧3.2 Miles
    3. 📍Barnsley
  9. 🏢

    Michael Oliver Financial Consulting Limited

    FCA reg no.
    709941
    FCA authorised date:
    13/07/15
    Michael Oliver Financial Consulting Limited is a regulated and credible firm based in West Yorkshire, offering expert advice on life investments, retirement planning and financial planning.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Wakefield
  10. 🏢

    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. 🪧3.7 Miles
    3. 📍Wakefield
  11. 🏢

    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. 🪧3.7 Miles
    3. 📍Wakefield
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  13. 🏢

    Regency Wealth LTD

    FCA reg no.
    578309
    FCA authorised date:
    26/03/12
    Regency Wealth Ltd is a Wakefield-based financial planning specialist offering professional, regulated guidance in life insurance, investments, and pension retirement advice. They prioritize personalized, client-centered services for individuals, small businesses, and large corporations.
    1. ✔12 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Wakefield
  14. 🏢

    REGENTIA LIFESTYLE PLANNING LTD

    FCA reg no.
    413890
    FCA authorised date:
    04/01/05
    Regentia Lifestyle Planning, an FCA-registered firm in West Yorkshire, provides comprehensive financial advice and services, specializing in insurance, investments, pensions and retirement plans with a client-centric approach.
    1. ✔6 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Wakefield
  15. 🏢

    Consulo Financial Planning Limited

    FCA reg no.
    624085
    FCA authorised date:
    16/07/14
    Consulo Financial Planning Limited, FCA-regulated company from Wakefield, West Yorkshire, offers comprehensive financial services including life, investments and pensions retirement advice for diverse clientele in Greater Manchester.
    1. ✔2 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Wakefield
  16. 🏢

    BBT Group Limited

    FCA reg no.
    922221
    FCA authorised date:
    28/09/20
    BBT Group Limited is a West Yorkshire-based financial firm offering regulated advice and comprehensive financial planning. Specializing in insurance, investments, and pensions, they provide ethical and tailored services to secure clients' futures.
    1. ✔22 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Wakefield
  17. 🏢

    Lakeside FS LTD.

    FCA reg no.
    788800
    FCA authorised date:
    13/09/17
    Lakeside Financial Solutions, a Wakefield-based firm in West Yorkshire, offers comprehensive financial planning services, specializing in insurance, investments, and pensions across the wider Yorkshire region.
    1. ✔5 Financial Advisers
    2. 🪧3.8 Miles
    3. 📍Wakefield
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