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Find FCA registered Financial Advisers Near Me in WF9 3

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We have found 615 relevant financial adviser firms within 30 miles of WF9 3. 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. 🪧5.3 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. 🪧15.6 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. 🪧23.4 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. 🪧55.1 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. 🪧55.1 Miles
    5. 📍Hilton
  7. 🏢

    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. 🪧1.9 Miles
    3. 📍Doncaster
  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. 🪧3.3 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. 🪧3.6 Miles
    4. 📍Pontefract
  10. 🏢

    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. 🪧4.8 Miles
    3. 📍Pontefract
  11. 🏢

    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. 🪧4.9 Miles
    3. 📍Wakefield
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  13. 🏢

    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. 🪧5 Miles
    3. 📍Doncaster
  14. 🏢

    Louise Brown

    FCA reg no.
    542307
    FCA authorised date:
    01/03/11
    Louise Brown is a reputable, FCA-regulated financial firm in Barnsley, excelling in advisory services like investment strategies, insurance, retirement planning, and pension transfers for individuals and businesses.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Barnsley
  15. 🏢

    Victoria Blagden

    FCA reg no.
    1004081
    FCA authorised date:
    19/07/23
    Victoria Blagden is a premier, FCA-regulated financial firm in South Yorkshire, specialising in financial planning, life investments, and pension advice, dedicated to securing clients' financial futures.
    1. ✔1 Financial Adviser
    2. 🪧5.6 Miles
    3. 📍Wath Upon Dearne
  16. 🏢

    Face To Face Financial Solutions (leeds) LTD

    FCA reg no.
    499994
    FCA authorised date:
    27/04/09
    South Yorkshire-based Face to Face Financial Solutions (Leeds) Ltd, FCA registered, offers financial planning, including life insurance, investment, pension advice, and final salary pension transfers. Known for personalised service and regulated advice to improve clients' financial wellbeing.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Rotherham
  17. 🏢

    Face To Face Retirement Solutions LTD

    FCA reg no.
    732363
    FCA authorised date:
    18/01/16
    Face to Face Retirement Solutions Ltd is a fully regulated financial advice firm in South Yorkshire, providing client-focused, personalised advice on retirement planning, investments, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧5.8 Miles
    3. 📍Rotherham
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