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Find FCA registered Financial Advisers Near Me in Yarm

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We have found 158 relevant financial adviser firms within 30 miles of Yarm. Showing page 1 of 11.

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  2. 🏢

    Later Life Wealth Management

    FCA reg no.
    931901
    FCA authorised date:
    13/08/20
    At LLWM our passion is to provide truly independent retirement planning advice and solutions that is built on trust. With 23 years’ experience, As part of a national independent advice firm we know how to give clear, strategic advice in a way that is easy to understand, making you feel at ease.... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧25 Miles
    5. 📍Stanley
  3. 👤

    Stacey Arcus

    Quilter Financial Advisers
    FCA reg no.
    SMA01062
    FCA authorised date:
    25/05/06
    Chartered Financial Planner Fellow of the Personal Finance Society - FPFS Pension Transfer Specialist
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £150,000
    3. 🪧32.1 Miles
    4. 📍Hebburn
  4. 🏢

    Teesside Financial Management LTD

    FCA reg no.
    625913
    FCA authorised date:
    03/11/14
    Teesside Financial Management Ltd, located in Yarm, offers tailor-made financial advice, including life insurance, investments, and retirement planning. Regulated by the FCA, they provide trustworthy, professional service regionally.
    1. ✔2 Financial Advisers
    2. 🪧0 Miles
    3. 📍Yarm
  5. 🏢

    Daniel Bishara Financial Planning Limited

    FCA reg no.
    791339
    FCA authorised date:
    12/10/17
    Daniel Bishara Financial Planning Limited is a FCA-regulated firm in Yarm, County Durham offering comprehensive financial planning services including life and investments, pensions retirement advice, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧0.3 Miles
    3. 📍Yarm
  6. 🏢

    Stephen Luwero

    FCA reg no.
    1008403
    FCA authorised date:
    19/01/24
    Stephen Luwero is a FCA-regulated financial firm in Yarm, North Yorkshire, specializing in life and investment planning, pensions advice, and broader financial planning, renowned for their tailored, client-centric solutions.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍Yarm
  7. 🏢

    Stephen Joyce Wealth Management LTD

    FCA reg no.
    439712
    FCA authorised date:
    20/09/05
    Stephen Joyce Wealth Management Ltd, a regulated FCA firm in Eaglescliffe, offers expert financial planning and advice on life investments and pensions. They cater to clients in Stockton on Tees and surrounding areas.
    1. ✔2 Financial Advisers
    2. 🪧0.4 Miles
    3. 📍Stockton On Tees
  8. 🏢

    Grainger Wealth Management LTD

    FCA reg no.
    812941
    FCA authorised date:
    04/07/18
    Grainger Wealth Management Ltd, located in Eaglescliffe, is a reputable financial planning firm offering personalised advice on life investments, pensions retirement, and financial planning under FCA regulation.
    1. ✔1 Financial Adviser
    2. 🪧0.7 Miles
    3. 📍Stockton On Tees
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  10. 🏢

    Paul Kerr

    FCA reg no.
    211677
    FCA authorised date:
    15/11/16
    Paul Kerr, an FCA-regulated company in Yarm, North Yorkshire, offers comprehensive financial services including life insurance, investments, and pensions advice. Known for personalized solutions, the firm is trusted for its approachable nature and local presence.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Yarm
  11. 🏢

    Adapt Financial Planning Limited

    FCA reg no.
    727268
    FCA authorised date:
    30/11/15
    Adapt Financial Planning Limited is a client-oriented financial planning firm in Ingleby Barwick, offering regulated advice on insurance, investments, pensions, and overall financial planning tailored to each unique situation.
    1. ✔1 Financial Adviser
    2. 🪧1.8 Miles
    3. 📍Stockton On Tees
  12. 🏢

    Active Financial Planners Limited

    FCA reg no.
    193065
    FCA authorised date:
    01/12/01
    Active Financial Planners Limited, based in Thornaby, Stockton On Tees, is a FCA licensed firm offering expert financial advice including pensions, retirement planning and investments for clients across North Yorkshire.
    1. ✔16 Financial Advisers
    2. 🪧2.5 Miles
    3. 📍Stockton On Tees
  13. 🏢

    Joslin Rhodes Lifestyle Financial Planning Limited

    FCA reg no.
    484324
    FCA authorised date:
    09/07/08
    Joslin Rhodes is a reputable, FCA-regulated financial planning firm based in Stockton on Tees, offering expert advice on life investments, pensions, and comprehensive financial planning tailored to clients' needs.
    1. ✔8 Financial Advisers
    2. 🪧2.6 Miles
    3. 📍Stockton On Tees
  14. 🏢

    PLANHAPPY INVESTMENT MANAGEMENT LTD

    FCA reg no.
    833492
    FCA authorised date:
    16/07/19
    Joslin Rhodes, regulated by the FCA under number 833492, is a financial planning firm in County Durham. Specialising in wealth management and retirement advice, they offer tailored, strategic financial solutions for local families.
    1. ✔4 Financial Advisers
    2. 🪧2.6 Miles
    3. 📍Stockton On Tees
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  16. 🏢

    Harminder Phull

    FCA reg no.
    612888
    FCA authorised date:
    07/01/14
    Harminder Phull, a FCA-regulated financial advisor in Stockton-on-Tees, specializes in life, investments, and pensions retirement planning, notably final salary pension transfers, ensuring secure financial futures with tailored solutions.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍Stockton On Tees
  17. 🏢

    Prismatic Wealth Limited

    FCA reg no.
    646626
    FCA authorised date:
    15/09/14
    Prismatic Wealth, an FCA-regulated company in Stockton delivers personalised financial advice across GB. Specialists in insurance and investment strategies, they prioritize your financial health with unparalleled financial solutions.
    1. ✔5 Financial Advisers
    2. 🪧2.8 Miles
    3. 📍Stockton On Tees
  18. 🏢

    BJFM Limited

    FCA reg no.
    623940
    FCA authorised date:
    18/07/14
    BJFM Limited, an FCA regulated firm, specializes in comprehensive financial planning, including life investments and pensions retirement advice. Based in Stockton-On-Tees, they offer approachable services for informed financial decision-making.
    1. ✔6 Financial Advisers
    2. 🪧2.9 Miles
    3. 📍Stockton On Tees
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