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Find FCA registered Financial Advisers Near Me in WF9 3


We have found 615 relevant financial adviser firms within 30 miles of WF9 3. Showing page 7 of 41.

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  2. 🏢

    David Rollin

    FCA reg no.
    1003490
    FCA authorised date:
    16/10/23
    David Rollin is a leading financial services firm in West Yorkshire, offering expert advice on life insurance, investments, and pensions. Regulated by the FCA, they are dedicated to securing clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧11.5 Miles
    3. 📍Wakefield
  3. 🏢

    Kevin Chalk

    FCA reg no.
    190077
    FCA authorised date:
    01/12/01
    Kevin Chalk is a respected financial planning expert, based in Rotherham, South Yorkshire. Specialising in life and investments, pensions, and retirement planning, they offer FCA regulated, tailored advice to meet personal needs.
    1. ✔1 Financial Adviser
    2. 🪧11.6 Miles
    3. 📍Rotherham
  4. 🏢

    Casterdon Financial Planning LTD

    FCA reg no.
    541861
    FCA authorised date:
    19/02/11
    Casterdon Financial Planning Ltd is a trusted, FCA registered firm in Armthorpe, Doncaster, providing regulated advice on investments, pensions, and financial planning to clients across South Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧11.7 Miles
    3. 📍Doncaster
  5. 🏢

    AEON FINANCIAL SERVICES LIMITED

    FCA reg no.
    414369
    FCA authorised date:
    21/02/05
    Aeon Financial Services Ltd, based in Rotherham, is a regulated provider of comprehensive financial planning services, including life and investment planning, pensions retirement advice, and more. Known for their client-centric approach and trustworthiness.
    1. ✔7 Financial Advisers
    2. 🪧11.7 Miles
    3. 📍Rotherham
  6. 🏢

    Steve Thompson Financial Planning Limited

    FCA reg no.
    216415
    FCA authorised date:
    31/05/05
    Based in West Yorkshire, Steve Thompson Financial Planning Limited offers regulated financial advice across diverse sectors such as insurance and pensions. They specialize in investments and final salary pension transfers, providing personalized solutions under FCA number 216415.
    1. ✔2 Financial Advisers
    2. 🪧11.8 Miles
    3. 📍Wakefield
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  8. 🏢

    Hardman Financial Advice LTD

    FCA reg no.
    921690
    FCA authorised date:
    26/02/20
    Hardman Financial Advice Ltd, a Leeds-based financial firm, offers specialist advice in life investments, pensions, final salary pension transfers, and comprehensive financial planning to clients across North Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧11.8 Miles
    3. 📍Leeds
  9. 🏢

    AKR Wealth Management LTD

    FCA reg no.
    978369
    FCA authorised date:
    03/07/22
    AKR Wealth Management Ltd, a trustworthy FCA regulated firm, offers expert financial advice, investment planning and pension counselling, specializing in tailored services for clients in South Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧11.8 Miles
    3. 📍Rotherham
  10. 🏢

    Proactive Wealth Planning LTD

    FCA reg no.
    844921
    FCA authorised date:
    27/06/19
    South Yorkshire-based Proactive Wealth Planning Ltd is a leading FCA registered financial planning firm known for regulated advice, custom services, and a client-centric approach. Specialties include life and investment planning, retirement advice, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧11.8 Miles
    3. 📍Rotherham
  11. 🏢

    Homeworks Financial Solutions Limited

    FCA reg no.
    455916
    FCA authorised date:
    14/08/06
    Based near Rotherham, Homeworks Financial Solutions Limited is a trusted, FCA-regulated financial advisory firm offering expert guidance on life and investment planning, pensions, retirement advice, and more.
    1. ✔1 Financial Adviser
    2. 🪧11.9 Miles
    3. 📍Rotherham
  12. 🏢

    Pennine Financial Planning LTD

    FCA reg no.
    459022
    FCA authorised date:
    10/07/16
    Sheffield-based Pennine Financial Planning Ltd offers expert, personalised financial guidance across South Yorkshire, specialising in life investments and pensions retirement advice. Regulated by FCA, known for a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧11.9 Miles
    3. 📍Sheffield
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  14. 🏢

    Hewitt Card (financial Planning) LTD

    FCA reg no.
    228522
    FCA authorised date:
    25/11/03
    Sheffield-based Hewitt Card (Financial Planning) Ltd offers expert financial services like retirement planning, life investments, and pensions advice. Known for professional, clear, and tailored FCA regulated advice across South Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Sheffield
  15. 🏢

    Bluebelle Financial Planning LTD

    FCA reg no.
    956753
    FCA authorised date:
    13/08/21
    Bluebelle Financial Planning Ltd, a FCA-regulated firm based in Ossett, West Yorkshire, specialises in life, retirement and investment advice. Known for a personalised, professional approach, they serve individuals and families regionally.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Ossett
  16. 🏢

    Olive Tree Wealth Management LTD

    FCA reg no.
    912032
    FCA authorised date:
    07/08/19
    Olive Tree Wealth Management Ltd is a renowned, FCA regulated financial advisory firm in West Yorkshire. Specialising in insurance, investments and retirement planning, they offer personalised, approachable yet professional service.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Wakefield
  17. 🏢

    RH Wealth Management LTD

    FCA reg no.
    718898
    FCA authorised date:
    01/10/15
    RH Wealth Management Ltd, regulated by the FCA, provides tailored financial planning and advice in Ossett, West Yorkshire. Services include life/investment planning, retirement advice, pension transfers and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧12 Miles
    3. 📍Ossett
  18. 🏢

    Martyn Gregory Wealth Management LTD

    FCA reg no.
    925661
    FCA authorised date:
    05/05/20
    Sheffield-based Martyn Gregory Wealth Management Ltd. is an FCA-regulated financial planning firm offering holistic financial solutions, including insurance, investments, and pension advice. With a client-centered approach, they ensure a secure future for their diverse clientele.
    1. ✔1 Financial Adviser
    2. 🪧12.1 Miles
    3. 📍Sheffield
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