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Find FCA registered Financial Advisers Near Me in YO43 3

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We have found 176 relevant financial adviser firms within 30 miles of YO43 3. Showing page 1 of 12.

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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. 🪧10.1 Miles
    4. 📍Beverley
  3. 👤

    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. 🪧35 Miles
    4. 📍Grimsby
  4. 🏢

    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. 🪧35 Miles
    5. 📍Grimsby
  5. 🏢

    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. 🪧37.3 Miles
    6. 📍Barnsley
  6. 🏢

    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. 🪧1.3 Miles
    3. 📍York
  7. 🏢

    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. 🪧3.7 Miles
    3. 📍York
  8. 🏢

    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. 🪧4.5 Miles
    3. 📍Pocklington
  9. 🏢

    Whinchat Financial Planning LTD

    FCA reg no.
    803247
    FCA authorised date:
    13/06/18
    Whinchat Financial Planning Ltd is a trusted FCA regulated financial firm in Holme-on-Spalding-Moor, offering professional advice in life investments, pensions retirement planning, and overall financial planning.
    1. ✔1 Financial Adviser
    2. 🪧5.2 Miles
    3. 📍York
  10. 🏢

    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. 🪧5.7 Miles
    3. 📍York
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  12. 🏢

    PB Wealth Planning LTD

    FCA reg no.
    1019924
    FCA authorised date:
    29/11/24
    PB Wealth Planning Ltd is a reputable financial services firm located in Cherry Burton, providing expert and regulated financial advice across East Riding of Yorkshire, tailoring strategies for individual economic goals.
    1. ✔1 Financial Adviser
    2. 🪧7.4 Miles
    3. 📍Beverley
  13. 🏢

    Calvard Financial Limited

    FCA reg no.
    719208
    FCA authorised date:
    01/04/16
    Calvard Financial Limited is a reputable FCA-regulated firm based in Beverley, offering comprehensive financial planning services. They are dedicated to helping clients secure their financial future with reliable and personalized advice.
    1. ✔1 Financial Adviser
    2. 🪧8.9 Miles
    3. 📍Beverley
  14. 🏢

    Twismo Financial Planning LTD

    FCA reg no.
    464138
    FCA authorised date:
    06/09/07
    Twismo Financial Planning Ltd, based in East Riding of Yorkshire, is a regulated financial firm offering comprehensive services including insurance, investment, retirement advice, and financial planning with a customer-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧9 Miles
    3. 📍Driffield
  15. 🏢

    Bounty Financial Planning Limited

    FCA reg no.
    968637
    FCA authorised date:
    07/11/22
    Bounty Financial Planning Limited, based in East Yorkshire, provides expert life investments, pensions retirement advice, and financial planning services, regulated by the FCA (968637), with a personalised approach towards clients' needs.
    1. ✔1 Financial Adviser
    2. 🪧9.6 Miles
    3. 📍Beverley
  16. 🏢

    Core Independent Financial Planning Limited

    FCA reg no.
    533859
    FCA authorised date:
    01/04/11
    Core Independent Financial Planning Ltd is a reputable, Beverley-based firm specialising in life and investment planning, pensions, retirement advice, and comprehensive financial planning. FCA registered, they focus on client-centric services.
    1. ✔1 Financial Adviser
    2. 🪧9.8 Miles
    3. 📍Beverley
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  18. 🏢

    ESTATE PLANNING SOLUTIONS LIMITED

    FCA reg no.
    222906
    FCA authorised date:
    20/05/03
    Regulated by the FCA, Estate Planning Solutions Limited is a competent financial planning firm offering services like life insurance, investments, pension advice in Beverley, East Riding of Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Beverley
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