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Address: Walton Road, Wetherby LS22 5DZ, United Kingdom
Phone: +44 1937 338088
Website: financialplannerharrogate.co.uk
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“I first approached Wendy in 2015 to arrange our first mortgage and life insurance. Her approach is refreshing - to the point, no nonsense. So when it came to moving again, 6 years later, I didn't hesitate in contacting her again. Our situation was perhaps a little more complicated this time around, but that was no bother, and the mortgage is all arranged. I highly recommend her services - very responsive, direct, and has not yet let us down. I really really have no wish to move again for a very long time, but if I do, I will definitely be reaching out for a 3rd time!”
Address: Walton Road, Wetherby LS22 5DZ, United Kingdom
Phone: +44 800 061 4265
Website: wendycochran.com
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3
“Highly recommended. Excellent service from Gary, always quick to respond and made the process of planning a pension stress free!”
Address: Stables Lane, Boston Spa, Wetherby LS23 6BX, United Kingdom
Phone: +44 1937 538981
Website: yrfp.co.uk
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“Georgia is always helpful and extremely accommodating. She does everything she can to help and is always very flexible to my time and circumstances”
Address: 1 Greenfold Lane, Wetherby LS22 6RG, United Kingdom
Phone: +44 7946 388288
Website: dwbwealth.co.uk
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“I have been extremely impressed with the service I have received from Adrian, Treetops Financial Planning. The advice is easy to understand and clearly presented. Adrian helps you to understand the benefits whilst ensuring you recognise the risks involved. The advice is tailored to my personal circumstances which are well understood by Adrian. I highly recommend Adrian as an excellent financial advisor.”
Address: 14-18 York Road, Wetherby LS22 6SL, United Kingdom
Phone: +44 7887 506442
Website: partnership.sjp.co.uk
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“Zoe is very well informed and excellent at demystifying the complex world of financial planning. She is a pleasure to deal with and always gives sound and sensible financial advice. 100% recommend.”
Address: The Village, Thorp Arch, Wetherby LS23 7AG, United Kingdom
Phone: +44 1937 229400
Website: partnership.sjp.co.uk
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Address: 14-18 York Road, Wetherby LS22 6SL, United Kingdom
Phone: +44 1937 375000
Website: westfieldfs.co.uk
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Address: 51 High Street, Wetherby LS22 6LS, United Kingdom
Phone: +44 1937 545464
Website: watsonfp.com
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Address: 27 Market Place, Wetherby LS22 6LQ, United Kingdom
Phone: +44 800 731 5342
Website: skiptonfs.co.uk
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“Bowcliffe Wealth Management have been looking after my finances for approaching 15 years. The staff are all friendly, responsive and very helpful. My savings etc. have performed very well since their involvement and I would recommend them without reservation.”
Address: Bowcliffe Road, Bramham, Wetherby LS23 6LW, United Kingdom
Phone: +44 113 360 8606
Website: bowcliffewm.co.uk
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“A very honest,open and trustworthy company with a personal approach. We approached Berry and Oak pre-retirement for financial planning advice. We met Andrew and felt our situation was understood immediately. We have had all our meetings with Andrew which we appreciate re continuity but we have been introduced to lots of other team members. You generally get the feeling of professionalism but also that they enjoy working together and so provide a great service”
Address: 214 High Street, Boston Spa, Wetherby LS23 6AD, United Kingdom
Phone: +44 1937 223055
Website: berryandoak.com
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“venn watson have been my financial advisers for many years highly recommend,there finger is right on the button,constantly monitoring the markets.”
Address: 3 Greenfold Lane, Wetherby LS22 6RG, United Kingdom
Phone: +44 1937 587711
Website: vennwatson.com
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18
“Georgia is always helpful and extremely accommodating. She does everything she can to help and is always very flexible to my time and circumstances”
Address: 1 Greenfold Lane, Wetherby LS22 6RG, United Kingdom
Phone: +44 1302 272625
Website: dwbwealth.co.uk
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“I have been with TLC since they first set up and have always been very happy with the service the team provides. They are always happy to help with any questions or issues I have, and they make time to get to know their clients properly. The constant stream of info and advice during the Coronavirus pandemic has been very welcome, helping small businesses like myself navigate my way around all the benefits, furlough schemes and loans. I wouldn't hesitate to recommend them.”
Address: Walton Road, Wetherby LS22 5DZ, United Kingdom
Phone: +44 1937 534505
Website: tlcaccountants.com
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“You get great friendly and helpful advice.Real people that treat you like a real person.”
Address: Wetherby LS22 5ET, United Kingdom
Phone: +44 1423 357000
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Address: 7a Bank Street, Wetherby LS22 6NQ, United Kingdom
Phone: +44 1937 580533
Website: fivepointconsulting.co.uk
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Address: Bramham, Wetherby LS23 6LP, United Kingdom
Phone: +44 1937 859340
Website: bramham.raymondjames.uk.com
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Address: Bramham, Wetherby LS23 6UL, United Kingdom
Phone: +44 1937 849099
Website: fenshamhowes.com
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Address: Walton Road, Wetherby LS22 5DZ, United Kingdom
Phone: +44 7710 080173
Website: frank-orlinski.trulyifa.co.uk
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Address: 179a High Street, Boston Spa, Wetherby LS23 6AA, United Kingdom
Phone: +44 7545 094110
Website: linkedin.com
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Address: 179a High Street, Boston Spa, Wetherby LS23 6AA, United Kingdom
Phone: +44 7545 094110
Website: linkedin.com
“Lottie came highly recommended by my solicitor during a particularly traumatising divorce. With Lottie's lead and strategic financial acumen I quickly saw my financial future develop in front of my eyes. It was very reassuring that when I thought all was lost, Lottie intervened with sound advice and understanding of the situation. She helped to identify my overall and long term financial aims and most importantly set the steps and means to achieve them. I now know that not only I have a financial future but it is the one I want and one worthwhile walking towards to. Lottie is responsible for the introduction of numerous ideas, current financial frameworks and instruments into building a financial model which works and guarantees my financial independence. This means I can stand firmly on my feet and the finances have not looked as healthy as they do now. With the positive impact of having finances in order I now have more time to take care of my health and make plans. Lottie is a trustworthy, endlessly patient and a wise FA and I wholeheartedly recommend TFD to anyone who needs a solid and experienced Financial Advisor now or in the future. Thank you Lottie. A. D. B. from London”