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Find FCA registered Financial Advisers Near Me in WF8 4


We have found 595 relevant financial adviser firms within 30 miles of WF8 4. Showing page 3 of 40.

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  2. 🏢

    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. 🪧7.8 Miles
    3. 📍Wakefield
  3. 🏢

    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. 🪧7.8 Miles
    3. 📍Wakefield
  4. 🏢

    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. 🪧7.9 Miles
    3. 📍Wakefield
  5. 🏢

    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. 🪧8 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. 🪧8.1 Miles
    3. 📍Leeds
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  8. 🏢

    Educate Financial LTD

    FCA reg no.
    812030
    FCA authorised date:
    20/06/18
    FCA-registered Educate Financial Ltd offers regulated advice across numerous segments, specialising in final salary pension transfers and strategic financial planning. Known for tailored services, they guide clients through complex financial processes.
    1. ✔1 Financial Adviser
    2. 🪧8.3 Miles
    3. 📍Selby
  9. 🏢

    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. 🪧8.4 Miles
    3. 📍Wakefield
  10. 🏢

    Sovereign Wealth Limited

    FCA reg no.
    471459
    FCA authorised date:
    10/08/07
    Regulated by the FCA, Sovereign Wealth Limited is a reputable financial planning specialist in Leeds, providing bespoke advice on insurance, pensions, and investments to clients in West Yorkshire and surrounding areas.
    1. ✔52 Financial Advisers
    2. 🪧8.4 Miles
    3. 📍Leeds
  11. 🏢

    Age Partnership Wealth Management Limited

    FCA reg no.
    670493
    FCA authorised date:
    01/07/15
    Age Partnership Wealth Management Limited provides comprehensive financial planning, regulated advice, and expert guidance on life investments and pensions retirement in Leeds, West Yorkshire. They specialize in tailored solutions for retirees and local families.
    1. ✔4 Financial Advisers
    2. 🪧8.4 Miles
    3. 📍Leeds
  12. 🏢

    Navigation Wealth Management Limited

    FCA reg no.
    911786
    FCA authorised date:
    30/07/19
    Navigation Wealth Management Limited is a trusted company in West Yorkshire offering comprehensive financial services like insurance, pensions, and financial planning, regulated by the FCA and serving individuals and businesses.
    1. ✔18 Financial Advisers
    2. 🪧8.4 Miles
    3. 📍Wakefield
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  14. 🏢

    PALM FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    593725
    FCA authorised date:
    01/07/13
    Palm Financial Management Limited is a trusted FCA-regulated financial service provider based in Leeds, specializing in life and investment advice, pensions retirement guidance, and strategic financial planning.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧8.5 Miles
    4. 📍Leeds
  15. 🏢

    Kirk Newsholme Financial Planning Limited

    FCA reg no.
    456138
    FCA authorised date:
    12/10/06
    Kirk Newsholme Financial Planning Limited, based in Leeds, offers expert, regulated advice on life planning, retirement, investments, and pensions. Known for their friendly, approachable style, they serve clients across West Yorkshire.
    1. ✔4 Financial Advisers
    2. 🪧8.5 Miles
    3. 📍Leeds
  16. 🏢

    Boag Dolman Financial Planning LTD

    FCA reg no.
    649925
    FCA authorised date:
    15/10/14
    Boag Dolman Financial Planning Ltd is a trusted Leeds-based firm offering extensive financial services, including pension advice and life investments. Renowned for customer satisfaction and tailored solutions, they make finance easily understandable.
    1. ✔2 Financial Advisers
    2. 🪧8.5 Miles
    3. 📍Leeds
  17. 🏢

    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. 🪧8.6 Miles
    3. 📍Wakefield
  18. 🏢

    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. 🪧8.6 Miles
    3. 📍Wakefield
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