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Find FCA registered Financial Advisers Near Me in YO15 2

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We have found 70 relevant financial adviser firms within 30 miles of YO15 2. Showing page 1 of 5.

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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. 🪧19.3 Miles
    4. 📍Beverley
  3. 👤

    Neil Grey

    Killimore FInancial Management Limited
    FCA reg no.
    NAH01087
    FCA authorised date:
    05/01/15
    Member of the Chartered Institute for Insurers (CII)
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧38.4 Miles
    4. 📍Grimsby
  4. 🏢

    Killimore Financial Management Limited

    FCA reg no.
    653101
    FCA authorised date:
    05/01/15
    Killimore Financial Management has been providing clients with bespoke independent financial planning for over 15 years. Dedicated to giving high quality individual advice that is entirely focused on our clients' specific circumstances and needs. Always ensuring we are aware of the ever-changing de... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £20,000
    4. 🪧38.4 Miles
    5. 📍Grimsby
  5. 🏢

    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. 🪧0 Miles
    3. 📍Bridlington
  6. 🏢

    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. 🪧0.2 Miles
    3. 📍Bridlington
  7. 🏢

    Lyn Walton Wealth Management Limited

    FCA reg no.
    953022
    FCA authorised date:
    16/06/21
    Lyn Walton Wealth Management Limited, located in East Riding of Yorkshire, offers trusted financial services including life investments, retirement planning, and pension transfers. Known for personalized, client-focused strategies. Regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Hornsea
  8. 🏢

    Stones Wealth Limited

    FCA reg no.
    688647
    FCA authorised date:
    23/04/15
    Stones Wealth Limited, a regulated financial planning firm based in Driffield, is known for its life and investment advisory services, pensions retirement advice, and final salary pension transfers.
    1. ✔7 Financial Advisers
    2. 🪧11.4 Miles
    3. 📍Driffield
  9. 🏢

    Gareth Culpan

    FCA reg no.
    1001618
    FCA authorised date:
    18/09/23
    Gareth Culpan, an FCA-regulated firm specialising in financial planning, offers expert advice on life investments, pensions, and more. Conveniently located in Driffield's Business Centre, they're committed to securing clients' financial future.
    1. ✔1 Financial Adviser
    2. 🪧11.4 Miles
    3. 📍Driffield
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  11. 🏢

    Coast To Coast Financial Services Limited

    FCA reg no.
    216517
    FCA authorised date:
    31/05/05
    Coast to Coast Financial Services is a FCA-regulated firm in Hornsea, East Riding of Yorkshire, specializing in life investments, pensions, retirement advice, and comprehensive financial planning. Known for professionalism and friendly services.
    1. ✔3 Financial Advisers
    2. 🪧12 Miles
    3. 📍Hornsea
  12. 🏢

    Lifestyle Wealth Management LTD

    FCA reg no.
    792684
    FCA authorised date:
    13/02/18
    Lifestyle Wealth Management Ltd provides regulated, tailored financial advice, including life and investments, pension retirement guidance, and comprehensive financial planning in East Riding Yorkshire. FCA-registered specialists offer personalised wealth management services to align with individual... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧12.6 Miles
    3. 📍Brandesburton
  13. 🏢

    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. 🪧12.7 Miles
    3. 📍Scarborough
  14. 🏢

    UK Financial Planning Limited

    FCA reg no.
    1003312
    FCA authorised date:
    03/12/23
    UK Financial Planning Limited, regulated under FCA, provides tailored financial services including life investments, retirement advice, and strategic planning from their East Yorkshire location. They specialize in making complex finances understandable.
    1. ✔1 Financial Adviser
    2. 🪧13.2 Miles
    3. 📍Driffield
  15. 🏢

    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. 🪧15.9 Miles
    3. 📍Scarborough
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  17. 🏢

    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. 🪧16 Miles
    3. 📍Scarborough
  18. 🏢

    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. 🪧16 Miles
    3. 📍Scarborough
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