Brook-Dobson Brear was established in 2006 by Tim Brear and Andrew Brook-Dobson. We provide a comprehensive lifestyle financial planning service within the framework of a long-term relationship withour clients; this is akin to that of a Personal Finance Director.
Stephen and Veronica provide bespoke financial advice and planning to customers across North Yorkshire, whether you live in Harrogate, Knaresborough, Northallerton, Scarborough, Selby or York we arehere to help. We provide professional bespoke financial planning helping you achieve your financial and lifetstyle objectives. We provide advice on all the key areas of financial planning with particular emphasis on the financial needs of elderly clients and their attorneys.
Your financial future can be less stressful with some financial planning. Everything from bank and savings accounts to investments, insurance and retirement planning needs to be regularly monitored.Getting financial advice from a qualified adviser means you can be financially prepared for a smoother journey through life.
PFM Dental is a leading financial and business adviser for dentists in the UK. Serving both practice owners and associate dentists PFM Dental offers a full range of services including Practice Salesand Valuations, Independent Financial Advice and Chartered Accountancy. PFM Dental have been awarded Chartered Financial Planner status which is the ‘gold standard' for financial planning firms.
We work hard with all of our clients to provide a service that exactly suits your needs - whether that's taking the whole accounts process on for you, from monthly bookkeeping through to managementinformation, or whether you just need a tax return filing before the deadline. We'd love to hear from you, and we're always happy to chat about your circumstances and whether we can help you out - and often we can just give you some free advice on the phone.
At Ardent, we are passionate about helping you make the most of your finances. Which is why we take the time to get to know you, your lifestyle and aspirations, before offering personalised financialplanning and advice, tailored for you. So whether you're looking for advice on pensions, investment recommendations, mortgage advice or a review of existing schemes, our York-based team of independent finance professionals are always ready to help.
Our core values ensure we act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything we do. We operate a transparent charging structure and put ourclients best interests at the heart of the business. We believe that professional financial advice can add significant value to individuals and to businesses.
Friendly and approachable our advisers will explain your financial options in a clear and understandable way. We adhere to a high degree of professionalism and are members of the Personal FinanceSociety - the Financial Adviser arm of the Chartered Insurance Institute. Originally based in Harrogate and now in York, we have a strong presence throughout Yorkshire. We also look after individuals and companies across the UK, with a growing customer base in London.
Gaunt Hall is a busy IFA practice with a high net-worth private and corporate client portfolio. The industry regulator, The Financial Services Authority (FSA), is a firm advocate that examinationqualifications clearly demonstrate professionalism, commitment and integrity. We agree, and therefore ensure that we achieve the industry's most recent professional qualifications.
Much of our work comes from referrals. Pen-Life have worked hard to achieve ISO 22222 status, are Chartered and Fee Based, attributes most consumer associations advise those seeking advice to lookfor. Very few Independent Financial Advisers in the country meet these criteria; in fact Pen-Life is perhaps the only one in North Yorkshire. For investment advice from the Independent Financial Advisors at Pen-Life, please apply for a Discovery Meeting with us.