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Find FCA registered Financial Advisers Near Me in YO62 4

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We have found 227 relevant financial adviser firms within 30 miles of YO62 4. Showing page 1 of 16.

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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. 🪧23.3 Miles
    5. 📍Wetherby
  3. 👤

    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. 🪧32.3 Miles
    4. 📍Beverley
  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. 🪧44 Miles
    6. 📍Barnsley
  5. 🏢

    Swift & Brining Financial Planning Limited

    FCA reg no.
    646586
    FCA authorised date:
    15/09/14
    Swift & Brining Financial Planning Limited, based in North Yorkshire, offers dependable, personalized financial services such as life and investment planning, retirement advice and pension transfers.
    1. ✔2 Financial Advisers
    2. 🪧6 Miles
    3. 📍Malton
  6. 🏢

    Paulina Worthington

    FCA reg no.
    916483
    FCA authorised date:
    07/11/19
    Paulina Worthington is a well-regarded North Yorkshire-based financial planning firm, known for client-centered, regulated advice on life investment, pension retirement and more, assisting clients towards financial freedom.
    1. ✔1 Financial Adviser
    2. 🪧8.3 Miles
    3. 📍Malton
  7. 🏢

    Seekings & Wardle Financial Services LTD

    FCA reg no.
    232341
    FCA authorised date:
    25/07/12
    A renowned financial firm based in North Yorkshire, Seekings & Wardle Financial Services Ltd offers comprehensive advice on life and investment planning, pensions retirement, and bespoke financial planning.
    1. ✔2 Financial Advisers
    2. 🪧8.5 Miles
    3. 📍Malton
  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. 🪧8.8 Miles
    3. 📍York
  9. 🏢

    Thomas David Bruce

    FCA reg no.
    1021906
    FCA authorised date:
    04/12/24
    Regulated by the FCA, Thomas David Bruce provides a variety of financial services such as insurance, investments, and pensions. Based in North Yorkshire, they serve individuals and businesses with professional, tailored financial solutions.
    1. ✔1 Financial Adviser
    2. 🪧10.1 Miles
    3. 📍Pickering
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  11. 🏢

    Hallgarth Wealth Planning (yorkshire) LTD

    FCA reg no.
    842148
    FCA authorised date:
    15/05/19
    Regulated by the FCA, Hallgarth Wealth Planning is a trusted financial planning firm in North Yorkshire, specialising in life & investments, pensions retirement advice and holistic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧10.2 Miles
    3. 📍Pickering
  12. 🏢

    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. 🪧12.6 Miles
    3. 📍York
  13. 🏢

    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. 🪧13.2 Miles
    4. 📍York
  14. 🏢

    Grosvenor Wealth LTD

    FCA reg no.
    793830
    FCA authorised date:
    20/11/17
    Based in York, Grosvenor Wealth Ltd is a regulated financial planning firm offering robust services including life and investments to pensions retirement advice. Their dedicated professionals are committed to client-focused financial wellbeing.
    1. ✔2 Financial Advisers
    2. 🪧13.6 Miles
    3. 📍York
  15. 🏢

    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. 🪧13.6 Miles
    3. 📍York
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  17. 🏢

    WDS Wealth Management LTD

    FCA reg no.
    112543
    FCA authorised date:
    01/12/01
    York-based Walter Dawson & Son provides personalised financial planning services, focusing on life investments, pensions, and retirement. Regulated by the FCA and known for their reliable, approachable service.
    1. ✔4 Financial Advisers
    2. 🪧13.6 Miles
    3. 📍York
  18. 🏢

    Joanne Mary Gott

    FCA reg no.
    215386
    FCA authorised date:
    31/05/05
    Joanne Gott Associates is a York-based financial services firm specializing in investments, pensions, and financial planning approaches to meet long-term goals, serving clients across North Yorkshire.
    1. ✔3 Financial Advisers
    2. 🪧13.7 Miles
    3. 📍York
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