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Find FCA registered Financial Advisers Near Me in YO19 4

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We have found 432 relevant financial adviser firms within 30 miles of YO19 4. Showing page 1 of 29.

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  2. 🏢

    Eaden Wealth Management

    FCA reg no.
    401696
    FCA authorised date:
    29/06/04
    Our focus is on maintaining long term, trusted relationships with our clients. We have found that whilst they share similar concerns, our clients all need individual solutions to their problems. Many have received financial advice in the past; however the overwhelming feeling is that it is fragment... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £100,000
    3. ✔Min Assets: £100,000
    4. 🪧12.9 Miles
    5. 📍Wetherby
  3. 👤

    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. 🪧26.3 Miles
    4. 📍Beverley
  4. 🏢

    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. 🪧26.9 Miles
    6. 📍Barnsley
  5. 🏢

    Yorwealth Limited

    FCA reg no.
    937101
    FCA authorised date:
    26/10/20
    York-based YorWealth Limited offers expert financial advice for life investments, pensions retirement planning, and customised financial planning. Prioritising customer-focused solutions, they are trusted stewards of individual and family finances.
    1. ✔4 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍York
  6. 🏢

    Partnership Financial Planning Limited

    FCA reg no.
    544108
    FCA authorised date:
    01/07/11
    Partnership Financial Planning Limited, a renowned York-based firm, offers bespoke financial services including life and investments, pensions, and comprehensive financial planning. Centred on regulated advice, they help clients make informed financial decisions.
    1. ✔2 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍York
  7. 🏢

    Huntington Ross Limited

    FCA reg no.
    623680
    FCA authorised date:
    05/03/15
    Huntington Ross Limited is a registered financial firm in York offering comprehensive financial planning, regulated advice, and wealth management services across North Yorkshire.
    1. ✔2 Financial Advisers
    2. 🪧1.6 Miles
    3. 📍York
  8. 🏢

    Charles Wilkinson Financial Planning Limited

    FCA reg no.
    439740
    FCA authorised date:
    07/02/06
    Charles Wilkinson Financial Planning Ltd, based in York, provides trusted FCA regulated financial services including investments, pensions advice, and strategic planning. Known for approachable service and personalised advice. Registered FCA number 439740.
    1. ✔1 Financial Adviser
    2. 🪧2.6 Miles
    3. 📍York
  9. 🏢

    Westworth Wealth Management LTD

    FCA reg no.
    1018219
    FCA authorised date:
    16/09/24
    Westworth Wealth Management Ltd, a trusted, FCA-regulated firm based in North Yorkshire, specialises in life investments, pensions, retirement advice and final salary pension transfers, serving clients throughout GB.
    1. ✔1 Financial Adviser
    2. 🪧2.8 Miles
    3. 📍York
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  11. 🏢

    PRACTICE FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    228837
    FCA authorised date:
    29/02/04
    PFM Dental, based in York, North Yorkshire, is a trusted FCA regulated firm specializing in pensions, retirements, investments, and final salary pension transfers. They prioritize tailored, client-focused financial planning with professional expertise.
    1. ✔4 Financial Advisers
    2. 🪧3 Miles
    3. 📍York
  12. 🏢

    Mainestream Financial Services LTD

    FCA reg no.
    541703
    FCA authorised date:
    03/01/12
    Mainestream Financial Services Ltd in York offers personalised, regulated financial advice including life planning, investment guidance and retirement pension advice in North Yorkshire. Trusted for its approachable, expert service. FCA number 541703.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧3 Miles
    4. 📍York
  13. 🏢

    J. ILLINGWORTH and COMPANY LIMITED

    FCA reg no.
    207560
    FCA authorised date:
    01/05/02
    J Illingworth & Co Limited is a reputable, FCA-regulated financial firm near York, offering comprehensive life and investment services, expert pension advice, and tailored financial planning.
    1. ✔2 Financial Advisers
    2. 🪧3.2 Miles
    3. 📍York
  14. 🏢

    Ware & Kay Financial Services LTD

    FCA reg no.
    589926
    FCA authorised date:
    18/10/12
    Ware & Kay Financial Services Ltd is a regulated financial service provider in York, North Yorkshire, specialising in pensions, retirement planning, and final salary pension transfers. They offer expert advice, using a tailored approach for clients' financial planning needs.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍York
  15. 🏢

    Chris Binns Wealth Management Limited

    FCA reg no.
    679171
    FCA authorised date:
    01/09/15
    Chris Binns Wealth Management is a top-tier, FCA regulated financial advisory firm in York, offering services like life insurance, investment and pension advice, with a client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍York
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  17. 🏢

    Companion Financial Planning LLP

    FCA reg no.
    705850
    FCA authorised date:
    18/09/15
    Companion Financial Planning LLP is a regulated financial firm, based in York, specialising in life and investment portfolios. Providing trustworthy pension retirement guidance and personalised solutions to families, first-time investors, and retirees.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍York
  18. 🏢

    HGH Wealth Management Limited

    FCA reg no.
    181462
    FCA authorised date:
    18/10/96
    HGH Wealth Management Limited, a reputed FCA regulated financial advice firm in York, offers life and investment planning, pensions retirement advice, and final salary pension transfers tailored to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧3.3 Miles
    3. 📍York
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