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List Of All wealth management company Leads in Halifax

16 wealth management company in Halifax are covered on this page, listed with their contact details and customer ratings. Ratings run as high as 5.0★ (held by DNA Financial Solutions), with an average of roughly 4.7★ across all listings. The list was last updated on 10/1/2026 - browse below for full contact details and a link to each business.

16 results · last updated 10/1/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
DNA Financial SolutionsMortgage broker
Holroyds Mill, Old Ln, Halifax HX3 5WQView on Google Maps
5.0(510)
*******7*40View in Leads Search-www.dnafs.co.uk/
LinkedInInstagramFacebookX (Twitter)
RDS Financial PlanningFinancial Advisor
Whitcliffe Rd, Cleckheaton BD19 3BYView on Google Maps
5.0(58)
*7*******53View in Leads Searchro**@r****.co.ukView in Leads Searchwww.rdsfp.co.uk/
X (Twitter)
AFP YorkshireMortgage broker
Ovenden Wood Rd, Halifax HX2 0TQView on Google Maps
5.0(39)
*****6**778View in Leads Searchpa***@a***********.co.ukView in Leads Searchwww.afpyorkshire.co.uk/-
Every Step Financial ServicesFinancial advisor
Croft Myl, W Parade, Halifax HX1 2EQView on Google Maps
5.0(28)
*****6***00View in Leads Searchhe***@e**********.co.ukView in Leads Searchwww.everystepfs.co.uk/
LinkedInFacebook
Vision Independent Financial AdvisorsFinancial Advisor
The Old Chapel, 6 Mill Bank Rd, Mill Bank, Sowerby Bridge HX6 3DYView on Google Maps
5.0(27)
*********75View in Leads Searchin**@v*********.co.ukView in Leads Searchwww.visionifas.co.uk/
LinkedIn
Investing for TomorrowFinancial planner
K1, K Mill, Dean Clough Mills, Halifax HX3 5AXView on Google Maps
5.0(4)
*******9*31View in Leads Searchin**@i****.comView in Leads Searchwww.iftwm.com/
LinkedInFacebook
Yiota Wilkinson Wealth Management LtdFinancial Advisor
yiotawilkinsonwm.co.ukView on Google Maps
5.0(4)
***8*****17View in Leads Search-www.yiotawilkinsonwm.co.uk/-
Craven Slater & Associates LtdFinancial planner
E Mill, Dean Clough Mills, Halifax HX3 5AXView on Google Maps
5.0(1)
*******7*25View in Leads Searchco*****@c***********.comView in Leads Searchwww.cravenslater.com/-
Symphony Financial Advisers LtdFinancial planner
Suite 1, Brindley House, Lowfields Business Park, Unit H6 Premier Way, Elland HX5 9HFView on Google Maps
5.0(1)
***8*7***94View in Leads Searchin**@s*********.co.ukView in Leads Searchwww.symphonyfa.co.uk/
InstagramX (Twitter)
Zenia Wealth ManagementFinancial Advisor
Zenia Wealth Management, Independence House, Holly Bank Rd, Lindley, Huddersfield HD3 3LXView on Google Maps
5.0(1)
***8*****17View in Leads Search-www.zeniawealth.co.uk/-
Zenith Wealth ManagementFinancial advisor
354 Skircoat Green Rd, Halifax HX3 0RPView on Google Maps
5.0(1)
*****6***22View in Leads Searchin**@z************.co.ukView in Leads Searchzenith-wealth.co.uk/
LinkedInFacebook
Medici Financial ServicesFinancial planner
D Mill, 107 Dean Clough, Halifax HX3 5AXView on Google Maps
4.3(3)
*****6*7808View in Leads Searchen*******@m*******.co.ukView in Leads Searchwww.medicifs.co.uk/
X (Twitter)
David S Lowe Financial ManagementFinancial Advisor
Moorside House, Old Lindley Rd, Holywell Green, Halifax HX4 9DFView on Google Maps
3.9(9)
******78642View in Leads Searchin**@d*********.co.ukView in Leads Searchwww.davidslowe.co.uk/-
Whitehill Financial Management LtdFinancial planner
Althorpe, Norland Road, Greetland, Halifax HX4 8PTView on Google Maps
3.0(1)
*********53View in Leads Searchad****@w**********.co.ukView in Leads Searchwww.whitehillfm.co.uk/-
Eastwood Financial Services LtdFinancial Advisor
Pennine House, Lowfields Close, Lowfields Business Park, Elland HX5 9DAView on Google Maps
-******77737View in Leads Search-www.eastwoodfinancial.co.uk/-
Little & Georgiou IFA LtdFinancial planner
9-10 Lane Ends Green, Halifax HX3 8HJView on Google Maps
-*********44View in Leads Searchin**@l****************.co.ukView in Leads Searchwww.littleandgeorgiou.co.uk/
X (Twitter)

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