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Find FCA registered Financial Advisers Near Me in YO23 7

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We have found 468 relevant financial adviser firms within 30 miles of YO23 7. Showing page 1 of 32.

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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. 🪧10.2 Miles
    5. 📍Wetherby
  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. 🪧22.1 Miles
    6. 📍Barnsley
  4. 👤

    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. 🪧29.6 Miles
    4. 📍Beverley
  5. 🏢

    Columbus Fifty Six Limited

    FCA reg no.
    828241
    FCA authorised date:
    01/08/24
    Based in North Yorkshire, 2. Fatsgreen Consulting is an FCA-regulated financial planning service provider, specialising in life and investment, retirement advice, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧2.3 Miles
    3. 📍Tadcaster
  6. 🏢

    Nicola Page Financial Solutions LTD

    FCA reg no.
    924343
    FCA authorised date:
    12/04/20
    Nicola Page Financial Solutions Ltd is a respected firm specialising in financial planning and regulated advice, offering tailored services in life investments, pensions, and comprehensive planning, serving North Yorkshire and beyond.
    1. ✔1 Financial Adviser
    2. 🪧3.1 Miles
    3. 📍York
  7. 🏢

    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. 🪧3.5 Miles
    3. 📍York
  8. 🏢

    Mark Lucas

    FCA reg no.
    610761
    FCA authorised date:
    26/11/13
    Mark Lucas is a reputable York-based firm offering bespoke financial solutions including life and investment advice, pensions, and retirement planning across North Yorkshire. Specialized in final salary pension transfers, they deliver trusted, client-focused services for a secure future.
    1. ✔1 Financial Adviser
    2. 🪧3.9 Miles
    3. 📍York
  9. 🏢

    PAULINE BREATHWICK FINANCIAL PLANNING CONSULTANT LTD

    FCA reg no.
    648442
    FCA authorised date:
    01/10/14
    North Yorkshire-based Pauline Breathwick Financial Planning Consultant Ltd offers comprehensive, expert advice on financial planning, pensions and investments. A reliable choice for tailored, client-oriented service, regulated under FCA registration number 648442.
    1. ✔1 Financial Adviser
    2. 🪧4.4 Miles
    3. 📍Selby
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  11. 🏢

    Sam Henderson

    FCA reg no.
    972601
    FCA authorised date:
    22/03/22
    FCA-regulated firm, Sam Henderson, offers personalized financial planning solutions in York, specializing in life investments, pension retirement advice, and final salary pension transfers. Known for its client-centric approach and regional coverage.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍York
  12. 🏢

    Richard Anthony Cornwell

    FCA reg no.
    451370
    FCA authorised date:
    28/04/06
    Richard Anthony Cornwell is a trustworthy, FCA-regulated financial firm in York, providing exceptional advice on life investments, pensions, and more. Renowned for their client-focused service, they expertly tailor financial plans to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍York
  13. 🏢

    Autus Lifetime Planning Limited

    FCA reg no.
    616276
    FCA authorised date:
    02/06/14
    Autus Lifetime Planning Limited provides tailored financial planning in the North Yorkshire region, offering expert advice on funeral plans, life investments, pensions, and retirement within a robust FCA-regulated framework.
    1. ✔3 Financial Advisers
    2. 🪧4.5 Miles
    3. 📍York
  14. 🏢

    Pineapple Financial Planning Limited

    FCA reg no.
    823749
    FCA authorised date:
    19/10/18
    Pineapple Financial Planning Limited is a York-based, FCA regulated firm specializing in life investments and pensions retirement advice. They offer expert financial planning services with a focus on final salary pension transfers.
    1. ✔6 Financial Advisers
    2. 🪧4.5 Miles
    3. 📍York
  15. 🏢

    Mark Lynch

    FCA reg no.
    451329
    FCA authorised date:
    27/04/06
    Mark Lynch, an FCA-regulated firm, offers expert financial planning advice in North Yorkshire and beyond. Specialising in life investments, pensions retirement advice, and comprehensive financial planning, they deliver client-focused, regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧4.5 Miles
    3. 📍York
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  17. 🏢

    Guardian Wealth LTD

    FCA reg no.
    1015365
    FCA authorised date:
    18/07/24
    Guardian Wealth Ltd is a leading financial firm in Riccall, York, offering regulated financial planning services including investments, pensions advice, life insurance. The company prides itself on providing comprehensive financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍York
  18. 🏢

    The Wright Financial Company LTD

    FCA reg no.
    926034
    FCA authorised date:
    03/11/20
    The Wright Financial Company Ltd in Tadcaster, North Yorkshire offers expert advice on life insurance, investments, pensions, and financial planning, providing reliable, tailored financial solutions.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧4.6 Miles
    4. 📍Tadcaster
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