Fulcrum Financial LTD

: 27 High Petergate, York, North Yorkshire, YO1 7HP

: FCA Number: 784766

Fulcrum Financial, regulated by the FCA under number 784766, is a reputable financial planning firm located at High Petergate, York. Specializing in life, investments, and pensions retirement advice, they provide regulated advice tailored to your needs. The firm's adept team also handles final salary pension transfers and offers comprehensive financial planning services. Their strategic location in York also caters to residents in North Yorkshire and the surrounding counties. Trustworthy and approachable, Fulcrum Financial is committed to providing robust financial solutions that cater to individuals at every stage of their financial journey. Their customer-centric approach sets them apart as a trusted partner in the financial field.

Their team includes one mortgage broker. Check FCA registration here.

Fulcrum Financial LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Fulcrum Financial LTD from the Motorway

From the A64,
Turn right onto North Lane.
At the roundabout, take the third exit and remain on North Lane.
Make a left turn onto North Moor Road.
Proceed onto Huntington Road.
At the roundabout, take the second exit onto Link Road.
At the subsequent roundabout, take the first exit onto Hawthorn Terrace.
Hawthorn Terrace turns slightly to the left and becomes Haxby Road.
At the roundabout, take the second exit and stay on Haxby Road.
Continue onto Clarence Street/B1363.
Proceed further onto Gillygate/A1036.
Turn left onto St Leonard's Place/A1036.
Continue straight onto Blake Street, noting that it's closed from 10:30 AM to 7:00 PM.
Make a left turn onto Stonegate.
Stonegate turns to the right and transforms into Low Petergate. Your destination will be on the right.

List of advisers under Fulcrum Financial LTD:

Fulcrum Financial LTD is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.