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Find FCA registered Financial Advisers Near Me in YO61 2

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We have found 368 relevant financial adviser firms within 30 miles of YO61 2. Showing page 1 of 25.

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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. 🪧13.9 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. 🪧36.8 Miles
    6. 📍Barnsley
  4. 🏢

    Platinum Advice Limited

    FCA reg no.
    685248
    FCA authorised date:
    02/09/15
    Platinum Advice Limited is a reputable, FCA-regulated financial planning firm in York, offering tailored advice on life investments and retirement. Known for their professionalism and client-focused approach across North Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧0.3 Miles
    3. 📍York
  5. 🏢

    Oracle Wealth LTD

    FCA reg no.
    606836
    FCA authorised date:
    02/01/14
    Based in Kirby Hill, Oracle Wealth Ltd offers expert financial planning and FCA-regulated advice. Specializing in life investments and retirement planning, we're dedicated to securing the financial future of North Yorkshire locals.
    1. ✔1 Financial Adviser
    2. 🪧3 Miles
    3. 📍York
  6. 🏢

    Andrew Mitchard

    FCA reg no.
    591546
    FCA authorised date:
    19/11/12
    Andrew Mitchard is a reliable financial services firm in North Yorkshire, offering personalised advice on life investments, pensions, and retirement planning, regulated by the FCA (#591546).
    1. ✔1 Financial Adviser
    2. 🪧3.6 Miles
    3. 📍Thirsk
  7. 🏢

    Fletcher Associates Financial Services Limited

    FCA reg no.
    456034
    FCA authorised date:
    02/10/06
    Fletcher Associates is a FCA-registered financial firm in Ripon, specialising in strategic planning and regulated advice on life insurance, investments, and pensions retirement. They are client-focused, accessible, and approachable.
    1. ✔2 Financial Advisers
    2. 🪧5.5 Miles
    3. 📍Ripon
  8. 🏢

    MOWATT FINANCIAL PLANNING LIMITED

    FCA reg no.
    503837
    FCA authorised date:
    01/10/09
    Based in York, Mowatt Financial Planning Limited is a FCA-regulated firm offering comprehensive financial services including life and investment opportunities and pension retirement advice to locals and North Yorkshire residents.
    1. ✔2 Financial Advisers
    2. 🪧5.9 Miles
    3. 📍York
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  10. 🏢

    Jenner Wealth Management LTD

    FCA reg no.
    769776
    FCA authorised date:
    19/01/17
    Jenner Wealth Management Ltd, based in Ripon, North Yorkshire, provides expert financial planning and regulated advice, specializing in life investments and retirement advice, with a proven track record in final salary pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧6.9 Miles
    3. 📍Ripon
  11. 🏢

    MAUNBY INVESTMENT MANAGEMENT LIMITED

    FCA reg no.
    114428
    FCA authorised date:
    01/12/01
    Maunby Investment Management Limited is an FCA-regulated financial services firm in North Yorkshire, specializing in wealth management, investment, financial planning, pension retirement advice, and bespoke funeral plans.
    1. ✔6 Financial Advisers
    2. 🪧7.5 Miles
    3. 📍Ripon
  12. 🏢

    Bethany King

    FCA reg no.
    1023361
    FCA authorised date:
    10/01/25
    Bethany King is a trusted financial firm in Knaresborough, North Yorkshire, specializing in financial planning, investment decisions, retirement advice, and pension transfers, committed to providing tailored, client-first services.
    1. ✔1 Financial Adviser
    2. 🪧9.2 Miles
    3. 📍Knaresborough
  13. 🏢

    Nicole Everson Wealth Management LTD

    FCA reg no.
    723104
    FCA authorised date:
    19/04/17
    Nicole Everson Wealth Management Ltd, based in Knaresborough, North Yorkshire, offers expert financial services including investment, pension and retirement advice. Known for its client-focused approach, the FCA-registered firm tailors solutions to individual needs.
    1. ✔1 Financial Adviser
    2. 🪧9.4 Miles
    3. 📍Knaresborough
  14. 🏢

    Mark Hudson Wealth Management

    FCA reg no.
    419590
    FCA authorised date:
    04/01/05
    Mark Hudson Wealth Management provides expert financial advice, including retirement planning and insurance guidance, to clients across North Yorkshire from their base in Knaresborough Technology Park. Regulated by the FCA (419590).
    1. ✔2 Financial Advisers
    2. 🪧9.6 Miles
    3. 📍Knaresborough
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  16. 🏢

    RMB FINANCIAL MANAGEMENT (UK) LIMITED

    FCA reg no.
    488850
    FCA authorised date:
    17/11/08
    RMB Financial Management is a reliable, FCA-registered firm based in Knaresborough, North Yorkshire, offering premium financial planning, regulated advice and personalized financial services including life investments, pensions, and final salary pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Knaresborough
  17. 🏢

    Prosperis Limited

    FCA reg no.
    223586
    FCA authorised date:
    15/01/04
    Prosperis Limited is a Knaresborough-based financial services firm known for its excellent, regulated advice on life, investments, and pensions. Renowned for making financial planning accessible, it specializes in personalized financial solutions.
    1. ✔9 Financial Advisers
    2. 🪧9.7 Miles
    3. 📍Knaresborough
  18. 🏢

    Spa Wealth Management LTD

    FCA reg no.
    949208
    FCA authorised date:
    16/04/21
    Spa Wealth Management LTD is a North Yorkshire firm providing tailored financial services including life and investment planning, pension advice, and overall financial planning. Offering expert, regulated advice for both first-time investors and seasoned savers.
    1. ✔1 Financial Adviser
    2. 🪧9.9 Miles
    3. 📍Knaresborough
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