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Find FCA registered Financial Advisers Near Me in YO17 9

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We have found 158 relevant financial adviser firms within 30 miles of YO17 9. Showing page 1 of 11.

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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. 🪧20.9 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. 🪧43.3 Miles
    6. 📍Barnsley
  4. 👤

    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. 🪧47.5 Miles
    4. 📍Grimsby
  5. 🏢

    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. 🪧47.5 Miles
    5. 📍Grimsby
  6. 🏢

    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. 🪧4.4 Miles
    3. 📍Malton
  7. 🏢

    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. 🪧4.8 Miles
    3. 📍Malton
  8. 🏢

    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. 🪧6.5 Miles
    3. 📍Malton
  9. 🏢

    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. 🪧9.6 Miles
    3. 📍York
  10. 🏢

    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. 🪧10.4 Miles
    3. 📍York
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  12. 🏢

    Momentum Financial Solutions LTD

    FCA reg no.
    524467
    FCA authorised date:
    21/05/10
    Momentum Financial Solutions Ltd is an FCA-regulated firm in Pocklington, providing expert advice on investments, pensions, and financial planning. Known for their client-centric approach, they serve a diverse clientele.
    1. ✔2 Financial Advisers
    2. 🪧11.5 Miles
    3. 📍Pocklington
  13. 🏢

    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. 🪧11.7 Miles
    3. 📍York
  14. 🏢

    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. 🪧11.7 Miles
    3. 📍Pickering
  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. 🪧11.8 Miles
    3. 📍Pickering
  16. 🏢

    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. 🪧11.9 Miles
    3. 📍Pickering
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  18. 🏢

    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. 🪧12.8 Miles
    3. 📍Scarborough
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