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Find FCA registered Financial Advisers Near Me in YO7 2


We have found 248 relevant financial adviser firms within 30 miles of YO7 2. Showing page 5 of 17.

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  2. 🏢

    PLANHAPPY INVESTMENT MANAGEMENT LTD

    FCA reg no.
    833492
    FCA authorised date:
    16/07/19
    Joslin Rhodes, regulated by the FCA under number 833492, is a financial planning firm in County Durham. Specialising in wealth management and retirement advice, they offer tailored, strategic financial solutions for local families.
    1. ✔4 Financial Advisers
    2. 🪧20 Miles
    3. 📍Stockton On Tees
  3. 🏢

    Carlton-sturman (insurance Brokers) Limited

    FCA reg no.
    309709
    FCA authorised date:
    14/01/05
    Carlton-Sturman Insurance Brokers, a FCA-regulated firm in Middlesbrough, offers personalised advice on life insurance, investments, pensions, and financial planning, renowned for their client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧20 Miles
    3. 📍Middlesbrough
  4. 🏢

    SOLUTIONS WEALTH MANAGEMENT LTD

    FCA reg no.
    585549
    FCA authorised date:
    01/11/12
    Solutions Wealth Management Limited is a reputable FCA regulated financial services firm, providing professional life and investment planning, pensions advice, and retirement strategy across Greater Tees Area.
    1. ✔3 Financial Advisers
    2. 🪧20 Miles
    3. 📍Stockton On Tees
  5. 🏢

    David Kelly Associates

    FCA reg no.
    212026
    FCA authorised date:
    31/05/05
    David Kelly Associates is a trusted, FCA regulated financial planning firm based in Stockton on Tees. They specialise in life and investment planning, pensions, retirement advice, and final salary pension transfers.
    1. ✔3 Financial Advisers
    2. 🪧20 Miles
    3. 📍Stockton On Tees
  6. 🏢

    BJFM Limited

    FCA reg no.
    623940
    FCA authorised date:
    18/07/14
    BJFM Limited, an FCA regulated firm, specializes in comprehensive financial planning, including life investments and pensions retirement advice. Based in Stockton-On-Tees, they offer approachable services for informed financial decision-making.
    1. ✔6 Financial Advisers
    2. 🪧20.1 Miles
    3. 📍Stockton On Tees
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  8. 🏢

    Assured Financial Planning Limited

    FCA reg no.
    775199
    FCA authorised date:
    19/06/17
    Harrogate-based Assured Financial Planning Limited is a FCA-regulated firm known for its professional service. The expert team provides personalised advice on life, investments, pensions, and comprehensive financial planning with empathy and expertise.
    1. ✔1 Financial Adviser
    2. 🪧20.1 Miles
    3. 📍Harrogate
  9. 🏢

    Prismatic Wealth Limited

    FCA reg no.
    646626
    FCA authorised date:
    15/09/14
    Prismatic Wealth, an FCA-regulated company in Stockton delivers personalised financial advice across GB. Specialists in insurance and investment strategies, they prioritize your financial health with unparalleled financial solutions.
    1. ✔5 Financial Advisers
    2. 🪧20.1 Miles
    3. 📍Stockton On Tees
  10. 🏢

    Fortus Wealth Management Limited

    FCA reg no.
    985590
    FCA authorised date:
    19/10/22
    FCA-regulated Fortus Wealth Management Limited, based in North Yorkshire, UK, specialises in life insurance, investments, and customised financial planning, with a focus on pensions and retirement advice.
    1. ✔2 Financial Advisers
    2. 🪧20.4 Miles
    3. 📍York
  11. 🏢

    PSG Wealth Management LTD

    FCA reg no.
    598760
    FCA authorised date:
    05/04/13
    PSG Wealth Management Ltd, an FCA-regulated firm, provides customised financial solutions including insurance, investments, and pensions advice in Stockton upon Tees and other areas.
    1. ✔5 Financial Advisers
    2. 🪧20.4 Miles
    3. 📍Stockton Upon Tees
  12. 🏢

    Nathan White Wealth Management LTD

    FCA reg no.
    1016171
    FCA authorised date:
    27/07/24
    Nathan White is a respected Richmond-based financial firm providing expert advice on life investments, pensions and retirement planning. They are FCA regulated and renowned for clear, credible financial decision-making.
    1. ✔1 Financial Adviser
    2. 🪧20.5 Miles
    3. 📍Richmond
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  14. 🏢

    PARNABYEVANS FINANCIAL ADVISERS LIMITED

    FCA reg no.
    668243
    FCA authorised date:
    01/06/15
    ParnabyEvans Financial Advisers Ltd is a FCA regulated firm offering bespoke life and investment solutions, pensions advice, and comprehensive financial planning in Guisborough and Enfield Chase. They focus on securing your financial future with personalized advice.
    1. ✔2 Financial Advisers
    2. 🪧20.5 Miles
    3. 📍Guisborough
  15. 🏢

    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. 🪧20.5 Miles
    4. 📍York
  16. 🏢

    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. 🪧20.5 Miles
    3. 📍Malton
  17. 🏢

    Oculus Wealth Management (shropshire) LTD

    FCA reg no.
    970471
    FCA authorised date:
    22/02/22
    Oculus Wealth Management is a trusted, FCA regulated financial services firm based in Harrogate, North Yorkshire. They offer strategic planning and expert advice on investments, pensions and insurance products.
    1. ✔1 Financial Adviser
    2. 🪧20.6 Miles
    3. 📍Harrogate
  18. 🏢

    Oculus Wealth Management (dulwich) Limited

    FCA reg no.
    1027592
    FCA authorised date:
    19/03/25
    North Yorkshire-based Oculus Wealth Management offers comprehensive financial planning services. Specialising in insurance, investments, pensions, and final salary pension transfers, it provides client-focused solutions and regulated advice.
    1. ✔1 Financial Adviser
    2. 🪧20.6 Miles
    3. 📍Harrogate
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