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Find FCA registered Financial Advisers Near Me in YO26 8

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We have found 393 relevant financial adviser firms within 30 miles of YO26 8. Showing page 1 of 27.

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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. 🪧6.9 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. 🪧28.8 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. 🪧35.6 Miles
    4. 📍Beverley
  5. 🏢

    Crossfield Financial Planning

    FCA reg no.
    613268
    FCA authorised date:
    16/01/14
    Crossfield Financial Planning is a FCA-regulated York-based firm specializing in financial services including life, investments, pensions advice, and comprehensive financial planning. They prioritise clients' needs with tailored strategic solutions.
    1. ✔1 Financial Adviser
    2. 🪧4.6 Miles
    3. 📍York
  6. 🏢

    Pen-life Associates Limited

    FCA reg no.
    212972
    FCA authorised date:
    07/04/03
    PenLife Associates, a reputable financial planning firm based in York, offers expert guidance on life investments, pensions and retirement. Known for their client-centric, approachable services, they specialise in helping young families navigate the complexities of financial planning.
    1. ✔8 Financial Advisers
    2. 🪧5.8 Miles
    3. 📍York
  7. 🏢

    Darren Kenny

    FCA reg no.
    608896
    FCA authorised date:
    15/10/13
    Darren Kenny, a UK-based financial services firm, offers regulated advice and tailored financial planning, specializing in life, investments, pensions and retirement, and final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍York
  8. 🏢

    Wealthwave Financial Services LTD

    FCA reg no.
    1048472
    FCA authorised date:
    20/01/26
    WealthWave Financial Services Ltd, based in York, offers expert financial planning advice including life and investment planning, pensions, and retirement strategies. They are known for their client-centric approach.
    1. ✔1 Financial Adviser
    2. 🪧6.2 Miles
    3. 📍York
  9. 🏢

    Wealthwave Financial LLP

    FCA reg no.
    999303
    FCA authorised date:
    07/07/23
    WealthWave Financial LLP is a FCA-regulated firm based in York, offering a range of financial services focused on life investments and pensions. Known for professionalism, they provide exceptional financial planning and retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧6.2 Miles
    3. 📍York
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  11. 🏢

    Sharp Financial Planning LTD

    FCA reg no.
    1009782
    FCA authorised date:
    23/02/24
    2plan Wealth Management in York offers trusted financial planning solutions, specialising in life investments and pensions. Known for approachable service, they cater to both new and seasoned investors.
    1. ✔1 Financial Adviser
    2. 🪧6.4 Miles
    3. 📍York
  12. 🏢

    MAP Financial Planning LTD

    FCA reg no.
    930272
    FCA authorised date:
    22/01/21
    Located in North Yorkshire, MAP Financial Planning Ltd provides FCA-regulated financial advice, specializing in life investments, pensions retirement and comprehensive financial planning. Known for its client-focused approach.
    1. ✔2 Financial Advisers
    2. 🪧6.5 Miles
    3. 📍York
  13. 🏢

    Sheavyn Associates Financial Management Limited

    FCA reg no.
    593318
    FCA authorised date:
    20/12/12
    FCA registered Sheavyn Associates Financial Management offers bespoke financial advice specializing in pensions and life insurance, serving clients in West Yorkshire and beyond. Noted for their expertise in pension transfers.
    1. ✔6 Financial Advisers
    2. 🪧6.5 Miles
    3. 📍Wetherby
  14. 🏢

    North Yorkshire Financial Planning LTD

    FCA reg no.
    939737
    FCA authorised date:
    30/11/20
    North Yorkshire Financial Planning LTD is a regulated, trusted firm offering comprehensive financial planning, life investments, pensions, and retirement advice. Located in Wetherby, they provide custom financial solutions region-wide.
    1. ✔2 Financial Advisers
    2. 🪧6.5 Miles
    3. 📍Wetherby
  15. 🏢

    Ashley Sims Financial Planning Limited

    FCA reg no.
    915929
    FCA authorised date:
    29/10/19
    Ashley Sims Financial Planning Limited is a trusted, FCA-regulated firm located in Wetherby, offering tailored financial planning services, retirement advice, and investment strategies for clients in the Yorkshire area.
    1. ✔1 Financial Adviser
    2. 🪧6.5 Miles
    3. 📍Wetherby
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  17. 🏢

    Dickinson Wealth Management LTD

    FCA reg no.
    493065
    FCA authorised date:
    16/12/08
    Dickinson Wealth Management Ltd, a UK-based financial advisory firm, offers personalized investment, pensions and financial planning services. Known for their professional, client-focused approach serving the wider West Yorkshire area.
    1. ✔1 Financial Adviser
    2. 🪧6.6 Miles
    3. 📍Wetherby
  18. 🏢

    Fortus Wealth Management Limited

    FCA reg no.
    985590
    FCA authorised date:
    19/10/22
    FCA-regulated Fortus Wealth Management Limited, based in North Yorkshire, UK, specialises in life insurance, investments, and customised financial planning, with a focus on pensions and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧6.6 Miles
    3. 📍York
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