Best Financial Advisors in Harrogate

As holistic financial planners, we provide investment management, retirement planning, tax planning, life insurance, income protection and long term care advice. We do not provide mortgage advice albeit we can recommend an independent mortgage broker to you. We are also happy to recommend appropriate accountancy and legal advice and liaise with other professionals as required.

As experienced Financial Planners we will work with you to understand your current circumstances and your future objectives. Once we have done this, we will recommend a financial plan which includes a review your current policies, investments and pensions to see whether these are right for you. We will review the performance of any investments and pensions you have to identify whether this can be improved upon.

We will agree with you a basis and frequency of review. Normally, we recommend a review meeting takes place at least once a year although it may be more or less frequent depending upon your circumstances.

We make no charge for an initial meeting as this is to ascertain whether we are able to help you and for you to consider whether our services are right for you. At this meeting, we will explain how much our fees are likely to be based upon the amount of time and advice.

We established the Company in 2002 as a fee-based financial planning practice as we believed that the concept of a Financial Adviser being paid by a commission was fundamentally flawed as it could create an advice bias. Eventually, the profession caught up and we were delighted when all firms were required to provide advice on a fee basis from 2013.