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Top 10 Independent (IFAs) & Restricted Financial Advisers in York

Find the best FCA regulated financial advisers in York. Get expert help near you with pensions, investments, retirement planning and more
York
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CMM Wealth Management

CMM Wealth Management

Haxby
Initial consultation free
FCA verified
Independent
Guiding your financial journey with clarity and confidence. CMM Wealth Management offers tailored, independent advice designed to support individuals, families, and business owners through every stage of their financial journey.
Clients
helped
65
Minimum
wealth
£50k+
Meet the team
Catherine Makin
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Ed at V-Financial

Ed at V-Financial

New Earswick
Initial consultation free
FCA verified
Restricted
I pride myself in providing my clients with a professional and bespoke financial advice service. My clients include medical professionals, employed and self employed individuals, families & businesses.
Clients
helped
96
Minimum
wealth
£50k+
Meet the team
Edward Michielson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
PenLife Chartered Financial Planners

PenLife Chartered Financial Planners

York
Initial consultation free
FCA verified
Independent
You don’t need to feel nervous about getting help with your wealth. Our dedicated team of experts offer friendly, down-to-earth advice that gets results. It’s a holistic approach that supports your life, not just your finances.
Clients
helped
117
Minimum
wealth
£100k+
Meet the team
Deborah Jacobs
Thomas Hughes
Louis Maddison
Adam Dent
James Wadsworth
+4
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Saltus Partners LLP

Saltus Partners LLP

York
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1156
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
First Service Financial

First Service Financial

York
Initial consultation free
FCA verified
Independent
At First Service Financial we pride ourselves in giving practical advice and recommendations to help you achieve financial freedom, with a first-class service.
Clients
helped
97
Minimum
wealth
£50k+
Meet the team
Killian Kirkpatrick
Richard Hayes
Gary Puffett
Jenny Brown
Tom Hayes
+11
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Saltus Partners LLP

Saltus Partners LLP

York
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1156
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Saltus Partners LLP

Saltus Partners LLP

York
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1156
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Saltus Partners LLP

Saltus Partners LLP

York
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1156
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Walker Crips Investment Management

Walker Crips Investment Management

York
Initial consultation free
FCA verified
Independent
Investment management Offering discretionary bespoke, discretionary model portfolios, advisory managed and advisory dealing services to our clients.
Clients
helped
23
Minimum
wealth
£100k+
Meet the team
Alan Kinnaird
Can help with
Financial planning
Investments
Savings
Saltus Partners LLP

Saltus Partners LLP

Huntington
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1156
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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Frequently Asked Questions about Financial Advisers in York