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Find FCA registered Financial Advisers Near Me in WF9 1


We have found 603 relevant financial adviser firms within 30 miles of WF9 1. Showing page 1 of 41.

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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. 🪧7.4 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. 🪧18.2 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. 🪧21.7 Miles
    5. 📍Wetherby
  5. 👤

    Ricardo Da Silva

    Linkage Financial Solutions
    FCA reg no.
    RJC00135
    FCA authorised date:
    28/06/23
    DipPFS CII Level 4 Diploma in Financial Planning CII Financial Planning Certificate Life & Pensions Foundation Certificate CII Level 3 Certificate in Equity Release Certificate in Life and Pensions CII Level 3 Award in Long Term Care Insurance CII Level 4 Award in Pensions Update Pension Transfers &... read full individual profile
    1. ✔Min Pension Savings: £125,000
    2. ✔Min Assets: £300,000
    3. 🪧37.8 Miles
    4. 📍Beverley
  6. 👤

    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. 🪧57.6 Miles
    4. 📍Hilton
  7. 🏢

    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. 🪧57.6 Miles
    5. 📍Hilton
  8. 🏢

    K.a. Ripley, Esq.

    FCA reg no.
    136178
    FCA authorised date:
    01/12/01
    K.A. Ripley, Esq, based in Upton, Pontefract, offers personalized financial planning services including life and investment advice and pension retirement planning, regulated by the FCA (Registration number: 136178).
    1. ✔1 Financial Adviser
    2. ✔2 Mortgage Brokers
    3. 🪧0.7 Miles
    4. 📍Pontefract
  9. 🏢

    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. 🪧3.1 Miles
    4. 📍Pontefract
  10. 🏢

    Arboretum Financial Planning Limited

    FCA reg no.
    1024351
    FCA authorised date:
    10/02/25
    Arboretum Financial Planning Limited is a FCA-regulated firm in Darrington, providing expert life and investment advice, specialised in pensions retirement and final salary pension transfers. Known for client-centric services.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
  11. 🏢

    Clear Wealth Management LTD

    FCA reg no.
    681734
    FCA authorised date:
    03/07/15
    Located in Pontefract, West Yorkshire, Clear Wealth Management Ltd is a regulated financial firm offering comprehensive financial planning services, including life, investments, and pensions retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧3.5 Miles
    3. 📍Pontefract
  12. 🏢

    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. 🪧3.8 Miles
    3. 📍Pontefract
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  14. 🏢

    Pearwood Financial Planning Limited

    FCA reg no.
    1006055
    FCA authorised date:
    14/12/23
    Pearwood Financial Planning Limited near Doncaster, South Yorkshire, specializes in life investments, pensions, retirement planning, and final salary pension transfers. They provide comprehensive, personalised financial solutions. Regulated by the FCA (No. 1006055).
    1. ✔2 Financial Advisers
    2. 🪧4.2 Miles
    3. 📍Doncaster
  15. 🏢

    SOVEREIGN MONEY MATTERS LIMITED

    FCA reg no.
    599883
    FCA authorised date:
    01/07/13
    Sovereign Financial Partners is a reputable, FCA regulated financial services firm based in Doncaster, offering tailored life and investment advice, pensions retirement planning, and comprehensive financial planning.
    1. ✔2 Financial Advisers
    2. 🪧4.3 Miles
    3. 📍Doncaster
  16. 🏢

    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. 🪧4.9 Miles
    3. 📍Pontefract
  17. 🏢

    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. 🪧4.9 Miles
    3. 📍Pontefract
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