We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile. We have a wealthof experience and support behind us and concentrate on the suitability, risk and strength of new and existing financial products and providers on your behalf.
We invest our time to fully understand your financial situation completely. This is why we confidently give our clients the best possible solutions, and why we succeed. Our aspiration as a business isto build long-term relationships with our clients so that your finances become a springboard, rather than an obstacle, to happiness.
Oakworth Consultancy Services Ltd is a successful IFA firm based in Pontefract with advisers operating in Greater Manchester, Hull and the whole of Yorkshire. The company, formed in 1994, enjoys areputation as one of the foremost investment and retirement planning organisations in the North. There are seven investment advisers at Oakworth each with an average of 20 years experience in financial services. Our reputation is based on sound financial advice and meeting clients' needs.
As an Independent Financial Adviser (IFA) we are able to offer advice on the full range of financial products and services available from the whole market. Many advisers, including the high streetbanks are committed to using one or a few providers. This may mean that they are not able to access the best products, funds or services.
We specialise in providing you with quality professional advice and assistance that you can trust. Whatever your particular requirements, whether it be a mortgage or re-mortgage, protection againstaccident, sickness or death, general insurance or commercial finance we can ensure that we find the best solution for you. With the addition of Yorkshire Life Legal Services our Will Writing service, we aim to offer our customers an easy and stress free solution to protecting your family.
At Keystone we believe that everybody should be entitled to quality financial advice. We put our 21 year experience in working with normal people to good use by helping clients new and old enjoy lifeafter employment and invest to meet their personal needs.
Whitehill Financial Management is a small IFA firm, directly authorised by the Financial Conduct Authority, run by me, Richard Whitehill. I am an Independent Financial Adviser with over 18 yearsexperience of giving face-to-face advice in the Halifax and West Yorkshire area. I pride myself on providing personalised, tailored solutions to a vast range of personal financial scenarios in a down-to-earth, easily understood way.
At Creative Financial Management we can help you with any aspect of your financial planning. Our office has over 25 years experience in offering personal financial advice. We think outside the box,exploring every angle and offering a range of solutions, each tailored to your unique situation. We recognise that the Fair Treatment of our clients is adding value to the services that we provide. We operate as part of Openwork, one of the largest multi tied financial advice network in the UK.
If you're used to dealing with the banks, this might sound revolutionary, but it's how we've worked for 140 years. With all that experience, we know exactly how to design financial products to meetthe ever-changing needs of our members' lives and all the little surprises life brings.
We are committed to giving independent, jargon free advice on appropriate financial products, tailored to your specific needs. We achieve this by placing an emphasis on quality of service, regularclient contact and most importantly an understanding of your personal circumstances.
Our Chief Executive Peter Crook talks about the products we offer and the values that shape the way we do business. Our portfolio of products is based on building personal relationships with ourcustomers and is split into three divisions: consumer credit, credit cards and personal vehicle finance.
We understand the challenges that you face and can offer claims handling, domestic and commercial loss adjusting, catastrophe or major loss claims handling and claim management assistance on a globalbasis. We offer our business partners fast, efficient and above all, consistent service from our operating platform of 7,000 employees in over 60 countries. In early 2009, we acquired the GAB Robins' international businesses and their forensic engineering firm, EFI Global.
Symphony Financial Advisers specialise in pre and post-retirement financial planning for people who want to strike a harmonious balance between their present and future needs. We provide unbiasedadvice on investments, pensions, retirement planning, inheritance and taxation.
Allied Financial Services Ltd started in 2005 in Wigan and has grown rapidly by looking after our clients and incorporating a number of companies into the business. Allied have grown from strength tostrength, building our reputation in the Financial Services Market in Wigan and Leeds areas. Our Financial Planners have over 80 years experience specialising in Protection Advice, Wealth Management, Pension Provision, Retirement Advice, Inheritance Tax Planning and Trust Advice.
It is committed to bringing the best products and strategies forward, protecting clients' interests and ensuring outstanding quality of service. Consistency of approach is a key ingredient inmaintaining local service on a national scale. The group has offices across the UK, serving over 1,000 Pantheon Financial Management Ltd clients and around 10,000 Pantheon Financial Investments Ltd customers.
Inspirational Financial Management will look at your current financial situation with a holistic perspective tailored specifically to your personal needs. We will develop and implement a strategicplan which employs advanced wealth management services.
The world of finance can be a very confusing place and our aim is to help you to understand your options and reach your financial aims. We are a small, friendly firm of independent financial adviserswith a combined experience of over 100 years within financial services.
We provide advice and planning services for people who want to make the most of their finances. We're independent, which means we work for our clients interests, not those of a bank or insurancecompany. Once we've understood your aims, aspirations and concerns, Lifestyle Financial Management Ltd can help you make your money work for you.
Kinloch Corporate Finance Limited is an independent corporate and commercial finance specialist based in Leeds and completing transactions throughout the UK. The business was established in 1982 andis well known in corporate finance circles. Kinloch is regulated by the Institute of Chartered Accountants in England and Wales.
Founded in 1969 by Robert Lumley to provide truly independent advice on a personal, bespoke basis. Son, Michael, joined in 1982 to continue the tradition and became one of the first advisers in thecountry to qualify in Advanced Financial Planning. Richard Baxter, a Chartered Insurance Practitioner with over 25 years experience, joined in 2008 and Lumley Baxter Asset Management LLP was born. Our business values remain the same today.