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Find FCA registered Financial Advisers Near Me in YO41 5

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We have found 283 relevant financial adviser firms within 30 miles of YO41 5. Showing page 1 of 19.

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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. 🪧19.3 Miles
    4. 📍Beverley
  3. 🏢

    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. 🪧21.5 Miles
    5. 📍Wetherby
  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. 🪧35.1 Miles
    6. 📍Barnsley
  5. 👤

    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. 🪧44.6 Miles
    4. 📍Grimsby
  6. 🏢

    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. 🪧44.6 Miles
    5. 📍Grimsby
  7. 🏢

    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. 🪧4 Miles
    3. 📍York
  8. 🏢

    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. 🪧4.6 Miles
    3. 📍York
  9. 🏢

    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. 🪧5.3 Miles
    3. 📍Pocklington
  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. 🪧7.6 Miles
    3. 📍York
  11. 🏢

    P J Clifton Financial Services

    FCA reg no.
    121738
    FCA authorised date:
    01/12/01
    P J Clifton Financial Services is a York-based, FCA-regulated firm offering expert advice in life insurance, investments, and pensions retirement planning, catering to all types of investors.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧8.1 Miles
    4. 📍York
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  13. 🏢

    Walker Crips Financial Planning Limited

    FCA reg no.
    114778
    FCA authorised date:
    01/12/01
    York-based Walker Crips Financial Planning Limited, regulated by the FCA, offers comprehensive financial planning services including life and investments, pensions advice, and final salary pension transfers in Greater Manchester.
    1. ✔11 Financial Advisers
    2. 🪧8.6 Miles
    3. 📍York
  14. 🏢

    CMM Wealth Management LTD

    FCA reg no.
    1032557
    FCA authorised date:
    06/06/25
    CMM Wealth Management Ltd offers expert financial planning, pensions, and retirement advice across Yorkshire. Specialising in final salary pension transfers, this FCA-regulated firm prioritises personalised service and confidence-building for clients.
    1. ✔1 Financial Adviser
    2. 🪧8.7 Miles
    3. 📍York
  15. 🏢

    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. 🪧8.7 Miles
    3. 📍York
  16. 🏢

    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. 🪧8.7 Miles
    3. 📍York
  17. 🏢

    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. 🪧8.8 Miles
    3. 📍York
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