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Find FCA registered Financial Advisers Near Me in YO62 7

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We have found 151 relevant financial adviser firms within 30 miles of YO62 7. Showing page 1 of 11.

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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. 🪧38.4 Miles
    4. 📍Beverley
  3. 🏢

    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. 🪧8.9 Miles
    3. 📍Pickering
  4. 🏢

    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. 🪧9.1 Miles
    3. 📍Pickering
  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. 🪧11.2 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. 🪧13.1 Miles
    3. 📍Malton
  7. 🏢

    Richard Gray Wealth Management Limited

    FCA reg no.
    754701
    FCA authorised date:
    01/08/16
    Richard Gray Wealth Management Limited is a reputable, FCA-regulated financial firm in North Yorkshire, offering diverse services such as life investments, pensions advice, and pension transfers. Known for their client-centric approach and successful investment strategies, they cater to individual a... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧13.1 Miles
    3. 📍Whitby
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  9. 🏢

    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. 🪧13.4 Miles
    3. 📍Malton
  10. 🏢

    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
  11. 🏢

    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. 🪧13.8 Miles
    3. 📍Pickering
  12. 🏢

    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. 🪧13.8 Miles
    3. 📍Stokesley
  13. 🏢

    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. 🪧13.8 Miles
    4. 📍Stokesley
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  15. 🏢

    A W Financial Services Limited

    FCA reg no.
    912675
    FCA authorised date:
    03/04/20
    A W Financial Services offers expert, FCA regulated financial advice and planning, specialising in life, investments, and retirement planning from their North Yorkshire base. Recognised for personalised, client-focused strategies.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧13.9 Miles
    4. 📍Middlesbrough
  16. 🏢

    BENSON FINANCIAL MANAGEMENT LIMITED

    FCA reg no.
    765005
    FCA authorised date:
    12/07/17
    Benson Financial Management Limited is a FCA registered firm in North Yorkshire, offering bespoke financial advice, including investment planning, pension transfers, and strategic planning, to secure clients' future.
    1. ✔1 Financial Adviser
    2. 🪧13.9 Miles
    3. 📍Middlesbrough
  17. 🏢

    Fletcher Investment Consultants Limited

    FCA reg no.
    144946
    FCA authorised date:
    01/12/01
    Fletcher Investment Consultants Limited is a FCA-regulated finance advisory in Middlesbrough, offering expert, tailored financial planning and pension advice to secure clients' financial future. Known for their approachable style and client-focused service.
    1. ✔1 Financial Adviser
    2. 🪧14.6 Miles
    3. 📍Middlesbrough
  18. 🏢

    Roseberry Financial Limited

    FCA reg no.
    492897
    FCA authorised date:
    12/12/08
    Roseberry Financial Limited based in Middlesbrough, North Yorkshire, provides top-tier financial planning services specialising in life investments, pensions retirement advice and complex investment scenarios. Regulated by the FCA, they offer client-centric, reliable financial guidance.
    1. ✔3 Financial Advisers
    2. 🪧14.6 Miles
    3. 📍Middlesbrough
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