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Find FCA registered Financial Advisers Near Me in YO12 5

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We have found 35 relevant financial adviser firms within 30 miles of YO12 5. Showing page 1 of 3.

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  2. 👤

    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. 🪧30.3 Miles
    4. 📍Beverley
  3. 🏢

    Financial Wealth Solutions Limited

    FCA reg no.
    916831
    FCA authorised date:
    15/11/19
    Financial Wealth Solutions Limited, based in Scarborough, serves North Yorkshire with tailored financial services including life insurance, investments, pensions advice, and strategic planning. Known for client-centric, regulated advice with an evidence-based approach.
    1. ✔2 Financial Advisers
    2. 🪧1.3 Miles
    3. 📍Scarborough
  4. 🏢

    Rebecca Forman

    FCA reg no.
    929983
    FCA authorised date:
    16/07/20
    Rebecca Forman is a regulated firm in Scarborough, North Yorkshire, specialising in bespoke financial planning and advice, including life investments, pensions, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧1.3 Miles
    3. 📍Scarborough
  5. 🏢

    Richard Booth Wealth Management LTD

    FCA reg no.
    586615
    FCA authorised date:
    20/08/12
    Richard Booth Wealth Management Ltd is a FCA-regulated firm, providing trusted wealth management solutions in Scarborough, North Yorkshire. Specializing in investments, retirement, and financial planning, they're known for clear advice and personalised client service.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Scarborough
  6. 🏢

    Moneyweb Limited

    FCA reg no.
    189146
    FCA authorised date:
    01/12/01
    FCA-regulated Moneyweb provides reliable life and investment financial services, including expert advice on pensions, retirement and comprehensive planning. Located in North Yorkshire, it serves clients with dedicated, regulated assistance.
    1. ✔6 Financial Advisers
    2. 🪧2.3 Miles
    3. 📍Scarborough
  7. 🏢

    Assured Pensions & Investments LTD

    FCA reg no.
    840938
    FCA authorised date:
    06/01/20
    Assured Pensions & Investments Ltd provides regulated financial planning and retirement advice in the North Yorkshire area, specializing in life, investments, pensions, and financial planning. They offer client-focused, trustworthy advice for all financial needs.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍Scarborough
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  9. 🏢

    Lawrence Neil Wealth Management LTD

    FCA reg no.
    942063
    FCA authorised date:
    30/12/20
    Lawrence Neil Wealth Management Ltd is a Scarborough-based financial firm offering regulated financial planning and investment advice. They specialise in pensions, retirement planning, and final salary pension transfers.
    1. ✔8 Financial Advisers
    2. 🪧4.8 Miles
    3. 📍Scarborough
  10. 🏢

    Tina Steele

    FCA reg no.
    916522
    FCA authorised date:
    08/11/19
    Tina Steele is a North Yorkshire-based financial firm specialising in insurance, investment, retirement advice, and financial planning. They offer tailored, trustworthy guidance for a secure financial future.
    1. ✔1 Financial Adviser
    2. 🪧5.9 Miles
    3. 📍Scarborough
  11. 🏢

    Elle Nicklin

    FCA reg no.
    915208
    FCA authorised date:
    16/10/19
    Elle Nicklin, located in Snainton, North Yorkshire, is a reputable firm providing expert life investments, pension retirement advice, final salary pension transfers and comprehensive financial planning. Renowned for its client-focused approach, integrity and dedication.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Scarborough
  12. 🏢

    Colyer Associates

    FCA reg no.
    461752
    FCA authorised date:
    21/12/06
    Based in Allerston, York, Colyer Associates is a client-focused financial firm regulated by the FCA. Known for financial planning and regulated advice, they specialize in insurance, investments, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧9.5 Miles
    3. 📍Pickering
  13. 🏢

    Hallgarth Wealth Planning (yorkshire) LTD

    FCA reg no.
    842148
    FCA authorised date:
    15/05/19
    Regulated by the FCA, Hallgarth Wealth Planning is a trusted financial planning firm in North Yorkshire, specialising in life & investments, pensions retirement advice and holistic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧14 Miles
    3. 📍Pickering
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  15. 🏢

    Thomas David Bruce

    FCA reg no.
    1021906
    FCA authorised date:
    04/12/24
    Regulated by the FCA, Thomas David Bruce provides a variety of financial services such as insurance, investments, and pensions. Based in North Yorkshire, they serve individuals and businesses with professional, tailored financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧14.1 Miles
    3. 📍Pickering
  16. 🏢

    Anderson Brown (whitby) LTD

    FCA reg no.
    207702
    FCA authorised date:
    10/08/15
    Anderson Brown (Whitby) Ltd is a reputable financial planning firm, renowned for expert life & investment advisory services and pension-related advice, offering personalised solutions in Whitby and surrounding areas.
    1. ✔3 Financial Advisers
    2. 🪧15.8 Miles
    3. 📍Whitby
  17. 🏢

    PROACTIVE FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    478111
    FCA authorised date:
    01/04/08
    Proactive Financial Management Limited is a UK-based, FCA-recognized firm offering personalized financial advice on life and investments, retirement, and comprehensive financial planning both locally and nationwide.
    1. ✔2 Financial Advisers
    2. 🪧16.8 Miles
    3. 📍Bridlington
  18. 🏢

    Capital Property & Finance LTD

    FCA reg no.
    751099
    FCA authorised date:
    11/03/19
    Burlington Financial, an FCA-regulated firm (#751099) in East Yorkshire, excels in financial planning, investment management, retirement advice, and pensions. Known for client-focused, personalized services, it enjoys a dependable reputation.
    1. ✔1 Financial Adviser
    2. 🪧17 Miles
    3. 📍Bridlington
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