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Find FCA registered Financial Advisers Near Me in York

Discover FCA-approved financial advisers in York with our easy-to-navigate online directory. Whether you need guidance on retirement planning, investment management, or other financial services, you can quickly find local professionals ready to assist. Use our directory to connect with advisers near you and take control of your financial future.
Discover FCA-approved financial advisers in York with our easy-to-navigate online directory.
Whether you need guidance on retirement planning, investment management, or other financial services, you can quickly find local professionals ready to assist. Use our directory to connect with advisers near you and take control of your financial future.
Search Financial Advisers Logo

We have found 391 relevant financial adviser firms within 30 miles of York. Showing page 8 of 27.

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  1. Need Help Choosing an Adviser?
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  2. 🏢

    Sovereign Wealth Limited

    FCA reg no.
    471459
    FCA authorised date:
    10/08/07
    Regulated by the FCA, Sovereign Wealth Limited is a reputable financial planning specialist in Leeds, providing bespoke advice on insurance, pensions, and investments to clients in West Yorkshire and surrounding areas.
    1. ✔52 Financial Advisers
    2. 🪧18 Miles
    3. 📍Leeds
  3. 🏢

    Age Partnership Wealth Management Limited

    FCA reg no.
    670493
    FCA authorised date:
    01/07/15
    Age Partnership Wealth Management Limited provides comprehensive financial planning, regulated advice, and expert guidance on life investments and pensions retirement in Leeds, West Yorkshire. They specialize in tailored solutions for retirees and local families.
    1. ✔4 Financial Advisers
    2. 🪧18 Miles
    3. 📍Leeds
  4. 🏢

    Newmorro Limited

    FCA reg no.
    988550
    FCA authorised date:
    09/12/22
    Newmorro Limited is a Leeds-based, FCA-regulated financial services firm specialising in life investments, pensions advice, and final salary pension transfers. Renowned for its client-centric approach, it offers tailored solutions to meet individual financial goals.
    1. ✔1 Financial Adviser
    2. 🪧18.1 Miles
    3. 📍Leeds
  5. 🏢

    Jo Hovell Financial Planning and Solutions LTD

    FCA reg no.
    996101
    FCA authorised date:
    10/05/23
    FCA registered firm, Jo Hovell Financial Planning and Solutions Ltd, specialises in bespoke financial services including life investments, pensions retirement planning, and personal financial planning in Leeds, West Yorkshire.
    1. ✔1 Financial Adviser
    2. 🪧18.1 Miles
    3. 📍Leeds
  6. 🏢

    MONEY@IFA LTD

    FCA reg no.
    538662
    FCA authorised date:
    01/04/11
    Regulated by the FCA, MONEY@IFA LIMITED is a trusted financial advisory firm in Harrogate, North Yorkshire, offering expertise in life and investments, pensions, retirement advice, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧18.2 Miles
    3. 📍Harrogate
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  8. 🏢

    Quantum Wealth Management LTD

    FCA reg no.
    751222
    FCA authorised date:
    11/11/16
    Quantum Wealth Management, FCA regulated, offers bespoke financial services including life investments and pension advice from their Harrogate base, assisting clients across the North Yorkshire region.
    1. ✔1 Financial Adviser
    2. 🪧18.2 Miles
    3. 📍Harrogate
  9. 🏢

    Illuminate Wealth Management LTD

    FCA reg no.
    919607
    FCA authorised date:
    15/01/20
    Vision IFP is an FCA-regulated financial services firm in Leeds, West Yorkshire specialising in life insurance, investments, financial planning, and pension advice. Known for client-centric approaches and regional coverage.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Leeds
  10. 🏢

    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. 🪧18.3 Miles
    3. 📍Thirsk
  11. 🏢

    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. 🪧18.3 Miles
    3. 📍Harrogate
  12. 🏢

    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. 🪧18.3 Miles
    3. 📍Harrogate
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  14. 🏢

    Oculus Wealth Management (west London) Limited

    FCA reg no.
    1034718
    FCA authorised date:
    01/07/25
    Based in Harrogate, Oculus Wealth Management is a FCA regulated company specialising in financial services like life insurance, investments, pensions, retirement advice, and financial planning. They are known for their integrity, professionalism, and personalised services.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Harrogate
  15. 🏢

    Oculus Wealth Management (aberdovey) Limited

    FCA reg no.
    998091
    FCA authorised date:
    16/06/23
    Oculus Wealth Management, an FCA-registered firm in Harrogate, North Yorkshire, offers comprehensive financial services including life insurance, pensions advice, and investment strategies tailored to secure your financial future.
    1. ✔2 Financial Advisers
    2. 🪧18.3 Miles
    3. 📍Harrogate
  16. 🏢

    Oculus Wealth Management (coppice) Limited

    FCA reg no.
    1002582
    FCA authorised date:
    17/10/23
    Oculus Wealth Management Ltd, based in Harrogate, North Yorkshire, is a FCA registered firm specializing in life insurance, investments, financial planning, and tailored pension retirement advice.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Harrogate
  17. 🏢

    Oculus Wealth Management (manchester) Limited

    FCA reg no.
    995420
    FCA authorised date:
    26/04/23
    Oculus Wealth Management is a respected Greater Manchester-based financial services firm, specialising in investment advice, life and retirement planning, including final salary pension transfers. They provide regulated, tailored advice for assured investment choices.
    1. ✔2 Financial Advisers
    2. 🪧18.3 Miles
    3. 📍Harrogate
  18. 🏢

    Oculus Wealth Management (leodis) Limited

    FCA reg no.
    1010340
    FCA authorised date:
    09/03/24
    Oculus Wealth Management (Leodis) Limited is a reputable FCA-regulated financial services firm in Harrogate, offering comprehensive bespoke financial advice including investments, pensions and life coverage.
    1. ✔1 Financial Adviser
    2. 🪧18.3 Miles
    3. 📍Harrogate
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