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Find FCA registered Financial Advisers Near Me in YO62 5

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We have found 242 relevant financial adviser firms within 30 miles of YO62 5. Showing page 1 of 17.

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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. 🪧36.9 Miles
    4. 📍Beverley
  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. 🪧47.1 Miles
    6. 📍Barnsley
  4. 🏢

    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. 🪧9.8 Miles
    3. 📍Malton
  5. 🏢

    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. 🪧10 Miles
    3. 📍York
  6. 🏢

    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. 🪧10.9 Miles
    3. 📍Pickering
  7. 🏢

    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. 🪧11.1 Miles
    3. 📍Pickering
  8. 🏢

    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. 🪧12.1 Miles
    3. 📍Malton
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  10. 🏢

    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. 🪧12.3 Miles
    3. 📍Malton
  11. 🏢

    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. 🪧12.5 Miles
    3. 📍Thirsk
  12. 🏢

    Nestbox Financial Planning LTD

    FCA reg no.
    1030135
    FCA authorised date:
    28/03/25
    Nestbox Financial Planning Ltd is a trusted FCA-regulated firm in North Yorkshire, specializing in personalized financial planning and advice for individuals and businesses. Expertise includes life investments and pension guidance.
    1. ✔1 Financial Adviser
    2. 🪧13.7 Miles
    3. 📍Northallerton
  13. 🏢

    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. 🪧13.9 Miles
    3. 📍York
  14. 🏢

    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. 🪧15.6 Miles
    3. 📍York
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  16. 🏢

    Colyer Associates

    FCA reg no.
    461752
    FCA authorised date:
    21/12/06
    Based in Allerston, York, Colyer Associates is a client-focused financial firm regulated by the FCA. Known for financial planning and regulated advice, they specialize in insurance, investments, and pension transfers.
    1. ✔1 Financial Adviser
    2. 🪧15.8 Miles
    3. 📍Pickering
  17. 🏢

    HATHAWAY & COPE (LIFE & PENSIONS) LIMITED

    FCA reg no.
    470730
    FCA authorised date:
    01/10/07
    Hathaway & Cope (Life & Pensions) Ltd is a leading FCA regulated financial advisory firm in North Yorkshire, offering tailored life, investment, and pension services across Northeast England.
    1. ✔2 Financial Advisers
    2. 🪧16.4 Miles
    3. 📍Stokesley
  18. 🏢

    Quigley & Partners Limited

    FCA reg no.
    526101
    FCA authorised date:
    22/09/10
    Quigley & Partners Ltd, a reputable FCA-regulated firm (#526101), specializes in comprehensive financial planning services in Stokesley, North Yorkshire, including life/investment planning and pensions/retirement advice.
    1. ✔2 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧16.4 Miles
    4. 📍Stokesley
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