Directory overview
- 28 Total businesses
- 4.7 Average rating
- 46% With reviews
- 43% With photos
- 2 Highly rated
- 2 Open on weekends
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1 True Financial Design Ltd
“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”
Address: Parkhill Business Centre, Walton Rd, Wetherby LS22 5DZ, UKPhone: +44 1937 338088Website: financialplannerharrogate.co.uk -
2 Ziegler Financial
“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, Boston Spa, Wetherby LS23 7AG, UKPhone: +44 1937 229400Website: partnership.sjp.co.uk -
3 Georgia Smith DipPFS - Financial Adviser of DWB Wealth Management Consultancy LLP
“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 Highcliffe Terrace, Greenfold Ln, Wetherby LS22 6RG, UKPhone: +44 7946 388288Website: dwbwealth.co.uk
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4 Yorkshire Rose Financial Planning
“Highly recommended. Excellent service from Gary, always quick to respond and made the process of planning a pension stress free!”
Address: The Studio, Stables Ln, Boston Spa, Wetherby LS23 6BX, UKPhone: +44 1937 538981Website: yrfp.co.uk -
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6 Yorkshire Financial Management Ltd
Address: Wetherby LS23 6QR, UKPhone: +44 870 770 3900Website: yfml.co.uk
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7 Swift & Brining Financial Planning Ltd
Address: 6 Heath Dr, Boston Spa, Wetherby LS23 6PB, UKPhone: +44 7738 120685 -
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9 Watson Financial Planning
Address: Office 3, First Floor, Sovereign House, 51 High St, Wetherby LS22 6LS, UKPhone: +44 1937 545464Website: watsonfp.com
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10 Skipton Financial Services Ltd - Wetherby
Address: 27 Market Pl, Wetherby LS22 6LQ, UKPhone: +44 800 731 5342Website: skiptonfs.co.uk -
11 Westfield Financial Solutions
Address: Craven House, 14-18 York Rd, Wetherby LS22 6SL, UKPhone: +44 1937 375000Website: westfieldfs.co.uk -
12 Berry & Oak
“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 St, Boston Spa, Wetherby LS23 6AD, UKPhone: +44 1937 223055Website: berryandoak.com
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13 Sheavyn Associates
Address: Dryson house, Wetherby LS22 7SU, UKPhone: +44 113 393 5260Website: sheavynassociates.co.uk -
14 Bowcliffe Wealth Management Ltd
“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 Hall, Bowcliffe Rd, Bramham, Wetherby LS23 6LW, UKPhone: +44 113 360 8606Website: bowcliffewm.co.uk -
15 Franks Accountants Limited
“Cannot recommend Franks Accountants enough. We finally feel like we’re in the best hands. Friendly, approachable, highly proactive and just extremely good at what they do, I could rave about these guys all day....”
Address: 1 Audby Lane, York, Wetherby LS22 7RD, UKPhone: +44 1904 565565Website: franksaccountants.co.uk
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16 DWB Wealth Consultancy LLP
“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 Highcliffe Terrace, Greenfold Ln, Wetherby LS22 6RG, UKPhone: +44 1302 272625Website: dwbwealth.co.uk -
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19 Raymond James, Bramham
Address: Bowcliffe Hall Office 49, Bramham, Wetherby LS23 6LP, UKPhone: +44 1937 859340Website: bramham.raymondjames.uk.com -
20 P A Asset Management LLP
Address: Bowcliffe Court Bowcliffe Hall, Bramham, Wetherby LS23 6LW, UKPhone: +44 113 266 9111Website: paam.co.uk -
21 Peter Howard & Co
Address: 4 Wharfe Mews, Cliffe Terrace, 1 Wharfe Mews, Wetherby LS22 6LX, UKPhone: +44 1937 580004Website: peterhoward.co.uk
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23 York Wealth Management
Address: 179a High St, Boston Spa, Wetherby LS23 6AA, UKPhone: +44 7545 094110Website: linkedin.com -
24 Karl Chapman Ltd
Address: 179a High St, Boston Spa, Wetherby LS23 6AA, UKPhone: +44 7545 094110Website: linkedin.com
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25 Five Point Consulting Limited
Address: 7a Bank St, Wetherby LS22 6NQ, UKPhone: +44 1937 580533Website: fivepointconsulting.co.uk -
26 TLC Accountants
“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: Parkhill Studio, Walton Rd, Wetherby LS22 5DZ, UKPhone: +44 1937 534505Website: tlcaccountants.com -
27 Eaden Wealth Mangement
“You get great friendly and helpful advice.Real people that treat you like a real person.”
Address: The Stables, Lingcroft Grange, Wetherby LS22 5ET, UKPhone: +44 1423 357000
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