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Location Guide

Financial Advisers in Yorkshire and The Humber

50 FCA-authorised advisers · Yorkshire and The Humber · 4.5★ average Google rating

There are 50 FCA-authorised financial advisers in Yorkshire and The Humber. All firms listed here are verified against the FCA Financial Services Register and must hold the minimum QCF Level 4 qualification.

Common advice specialisms among Yorkshire and The Humber advisers include Investments, Pensions and Retirement. You can filter by specialism below, or search by postcode to find advisers closest to you. All advisers are free to contact for an initial consultation.

0.0 mi
PensionsRetirementInvestments

Shepherd Independent Financial Advisers Limited

FCA Verified

South Yorkshire, S11

0.0 mi
5.0
(1)
PensionsRetirementMortgages+1
0.0 mi
5.0
(1)
Alternative InvestmentsPensionsRetirement+1

Bartlett Wealth Management Ltd

FCA Verified

Leeds, LS18

0.0 mi
5.0
(5)
PensionsRetirementMortgages+1

SMG F.S LIMITED

FCA Verified

Leeds, LS17

0.0 mi
5.0
(1)
Alternative InvestmentsPensionsRetirement+2

RNS Financial Services Limited

FCA Verified

Scunthorpe, DN15

0.0 mi
Alternative InvestmentsPensionsRetirement+1
0.0 mi
4.9
(30)
PensionsRetirementMortgages+1

Fulford Mortgage Advisers

FCA Verified

York, YO19

0.0 mi
5.0
(7)
MortgagesInvestmentsPensions+1

DML Financial Advisers

FCA Verified

Huddersfield, HD4

0.0 mi
MortgagesAlternative InvestmentsInvestments+2

2 Plan Wealth Management Limited

FCA Verified

Leeds, LS11

0.0 mi
MortgagesAlternative InvestmentsPensions+2
Alternative InvestmentsPensionsRetirement+1
0.0 mi
3.9
(22)
PensionsRetirementInvestments
0.0 mi
MortgagesPensionsRetirement+1

Andrew Heptinstall Financial Services LLP

FCA Verified

Hebden Bridge, HX7

0.0 mi
MortgagesAlternative InvestmentsPensions+2
5.0
(22)
Alternative InvestmentsPensionsRetirement+2
0.0 mi
3.7
(3)
MortgagesAlternative InvestmentsPensions+2

Jenkins Financial Advisers Limited

FCA Verified

Scunthorpe, DN15

0.0 mi
Alternative InvestmentsInvestmentsPensions+1

Sandringham Financial Partners Limited

FCA Verified

Huddersfield, HD1

0.0 mi
3.7
(3)
MortgagesAlternative InvestmentsPensions+2

Wilde & Wilde Ltd

FCA Verified

Grimsby, DN36

0.0 mi
4.3
(6)
MortgagesInvestmentsPensions+1

Ellis Bates Wealth Management Limited

FCA Verified

Harrogate, HG1

0.0 mi
4.8
(74)
Alternative InvestmentsPensionsRetirement+2

YB Financial Advisory Limited

FCA Verified

Leeds, LS27

0.0 mi
Mortgages

Lead Technologies (Europe) Limited

FCA Verified

Otley, LS21

0.0 mi
3.9
(22)
Investments

Annecto Marketing Ltd

FCA Verified

Leeds, LS21

0.0 mi
4.2
(16)
Investments
0.0 mi
5.0
(5)
Alternative InvestmentsPensionsRetirement+2

Aviva Administration Limited

FCA Verified

York, YO90

0.0 mi
3.3
(58)
PensionsRetirementMortgages+1
0.0 mi
5.0
(28)
Alternative InvestmentsPensionsRetirement+1

Parkway Financial Planning Ltd

FCA Verified

Leeds, LS18

0.0 mi
Alternative InvestmentsPensionsRetirement+1

Berry & Oak Limited

FCA Verified

Leeds, LS23

0.0 mi
5.0
(104)
MortgagesAlternative InvestmentsPensions+2

Purely Financial Ltd

FCA Verified

York, YO30

0.0 mi
MortgagesPensionsRetirement+1
0.0 mi
5.0
(1)
Wealth ManagementInvestmentsPensions+1

Assured Pensions & Investments Ltd

FCA Verified

Scarborough, YO13

0.0 mi
Alternative InvestmentsPensionsRetirement+1
0.0 mi

Brook Automotive Limited

FCA Verified

Bradford, BD6

0.0 mi
4.9
(291)
Mortgages

TFAS Wealth Ltd

FCA Verified

Leeds, LS1

0.0 mi
PensionsRetirementMortgages+1

Sutherland Financial Planning Ltd

FCA Verified

Sheffield, S1

0.0 mi
PensionsRetirementInvestments
0.0 mi
Alternative InvestmentsPensionsRetirement+1

Finli (G&P) Ltd

FCA Verified

Northallerton, DL6

0.0 mi
5.0
(2)
MortgagesAlternative InvestmentsPensions+2

Budge and Company Limited

FCA Verified

Harrogate, HG1

0.0 mi
5.0
(1)
PensionsRetirementInvestments

Aviva Life & Pensions UK Limited

FCA Verified

York, YO90

0.0 mi
3.3
(58)
PensionsMortgagesInvestments
Disciplinary History

THE LIFE & PENSIONS NETWORK LIMITED

FCA Verified

Epworth, DN9

0.0 mi
MortgagesPensionsRetirement+1

Stonehouse Financial Services Ltd

FCA Verified

Sheffield, S36

0.0 mi
4.0
(4)
Alternative InvestmentsPensionsRetirement+1

Pension & Investment Partners LLP

FCA Verified

Leeds, LS19

0.0 mi
Alternative InvestmentsPensionsRetirement+1

LWM10 LTD

FCA Verified

Wakefield, WF4

0.0 mi
4.5
(8)
MortgagesAlternative InvestmentsPensions+2
0.0 mi
4.5
(17)
InvestmentsPensions

Ebor Trustees Limited

FCA Verified

York, YO31

0.0 mi
3.0
(2)
InvestmentsPensions
0.0 mi
MortgagesAlternative InvestmentsPensions+2

My Pension Expert Limited

FCA Verified

Doncaster, DN1

0.0 mi
4.8
(458)
PensionsRetirementInvestments

Gibbons Associates Ltd

FCA Verified

Hebden Bridge, HX7

0.0 mi
5.0
(1)
PensionsRetirementMortgages+1

The Pension Planner Ltd

FCA Verified

Sheffield, S1

0.0 mi
4.7
(15)
Alternative InvestmentsPensionsRetirement+2

MHM Pension Services Ltd

FCA Verified

Harrogate, HG1

0.0 mi
4.3
(6)
InvestmentsPensionsRetirement

Frequently Asked Questions — Financial Advisers in Yorkshire and The Humber

How many FCA-authorised financial advisers are there in Yorkshire and The Humber?

There are 50 FCA-authorised financial advisers listed in Yorkshire and The Humber. All firms listed on approval.co.uk are verified against the FCA Financial Services Register.

How do I find a good financial adviser in Yorkshire and The Humber?

Start by checking that any adviser is FCA-authorised using the FCA Register at register.fca.org.uk. Look for relevant qualifications (CII Diploma or Chartered status), check their specialisms match your needs (Investments, Pensions and Retirement are common in Yorkshire and The Humber), and ask for a free initial consultation before committing.

How much does a financial adviser cost in Yorkshire and The Humber?

Financial advisers in Yorkshire and The Humber typically charge an initial fee of 1–3% of assets advised on, with ongoing annual fees of 0.5–1%. Some charge fixed project fees (typically £500–£5,000 for a financial plan) or hourly rates of £150–£350. All advisers must be transparent about fees before you commit.

Are financial advisers in Yorkshire and The Humber regulated?

Yes. All financial advisers in Yorkshire and The Humber must be authorised or appointed representatives of an authorised firm regulated by the Financial Conduct Authority (FCA). You can verify any firm's status on the FCA Register. Using an unauthorised adviser means you have no access to the Financial Ombudsman Service or FSCS compensation.

What financial advice services are most commonly needed in Yorkshire and The Humber?

The most common financial advice needs among Yorkshire and The Humber residents include Investments, Pensions and Retirement. Whether you are planning for retirement, buying a home, investing a lump sum, or managing an inheritance, an FCA-authorised adviser can help you make the most tax-efficient and suitable decisions for your circumstances.

Results are ordered by proximity to your postcode. This order does not indicate quality, suitability, or any form of recommendation. Always verify an adviser's current FCA authorisation at register.fca.org.uk before engaging their services.

Other areas in Yorkshire and The Humber