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Find FCA registered Financial Advisers Near Me in YO17 7

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We have found 148 relevant financial adviser firms within 30 miles of YO17 7. Showing page 1 of 10.

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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. 🪧25 Miles
    4. 📍Beverley
  3. 🏢

    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. 🪧46.3 Miles
    6. 📍Barnsley
  4. 🏢

    Paulina Worthington

    FCA reg no.
    916483
    FCA authorised date:
    07/11/19
    Paulina Worthington is a well-regarded North Yorkshire-based financial planning firm, known for client-centered, regulated advice on life investment, pension retirement and more, assisting clients towards financial freedom.
    1. ✔1 Financial Adviser
    2. 🪧0.5 Miles
    3. 📍Malton
  5. 🏢

    Seekings & Wardle Financial Services LTD

    FCA reg no.
    232341
    FCA authorised date:
    25/07/12
    A renowned financial firm based in North Yorkshire, Seekings & Wardle Financial Services Ltd offers comprehensive advice on life and investment planning, pensions retirement, and bespoke financial planning.
    1. ✔2 Financial Advisers
    2. 🪧0.5 Miles
    3. 📍Malton
  6. 🏢

    Swift & Brining Financial Planning Limited

    FCA reg no.
    646586
    FCA authorised date:
    15/09/14
    Swift & Brining Financial Planning Limited, based in North Yorkshire, offers dependable, personalized financial services such as life and investment planning, retirement advice and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧2.9 Miles
    3. 📍Malton
  7. 🏢

    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. 🪧7.3 Miles
    3. 📍Pickering
  8. 🏢

    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. 🪧7.3 Miles
    3. 📍Pickering
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  10. 🏢

    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. 🪧8.4 Miles
    3. 📍Pickering
  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. 🪧10.1 Miles
    3. 📍Scarborough
  12. 🏢

    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. 🪧12.6 Miles
    3. 📍Scarborough
  13. 🏢

    Wolds Financial Planning LTD

    FCA reg no.
    922057
    FCA authorised date:
    04/03/20
    Wolds Financial Planning Ltd in Pocklington specialises in retirement advice, final salary pension transfers, and comprehensive financial planning. Offering expert, regulated services, we aim to provide peace of mind for your financial future.
    1. ✔1 Financial Adviser
    2. 🪧14 Miles
    3. 📍York
  14. 🏢

    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. 🪧14.3 Miles
    3. 📍Scarborough
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  16. 🏢

    Network Ventures (UK) LTD

    FCA reg no.
    911780
    FCA authorised date:
    30/07/19
    Network Ventures (UK) Ltd is a trusted financial advisory firm in York, North Yorkshire, offering regulated advice on life investments, retirement planning, and financial planning. They deliver personalised financial solutions to clients.
    1. ✔3 Financial Advisers
    2. 🪧14.6 Miles
    3. 📍York
  17. 🏢

    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. 🪧14.6 Miles
    3. 📍Scarborough
  18. 🏢

    HEBLETHWAYTE WEALTH MANAGEMENT LIMITED

    FCA reg no.
    1007521
    FCA authorised date:
    04/01/24
    Heblethwayte Wealth Management is a reputable financial firm in East Riding of Yorkshire, offering trusted advice on life, investments, pensions, and comprehensive financial planning regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧14.9 Miles
    3. 📍York
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