Financial Advice

Managing your money can sometimes be a headache, and the huge choice of financial products that are now available can often confusing. Our Financial Services team can offer you truly independent financial advice, with the added assurance that our advisors are authorised by the Law Society and the Financial Services Authority to conduct investment business.

We can help with:

  • investments
  • mortgages
  • pensions
  • retirement planning
  • inheritance tax planning
  • equity release
  • long term care
  • life assurance
  • insurance
  • household/contents insurance
  • buildings insurance


The following are some typical examples of where financial services are frequently required, over and above routine savings:

Retirement: Various options arise at retirement. For example, do you take any available lump sum? If you have a money purchase fund, should you buy the annuity or take income drawdown? If pension planning is still in its early stages, do you need to pay higher contributions to achieve your target fund? Which pension do you choose? Do you need to pay into an AVC?

Inheritance Tax Planning & Saving: Do you have an estate which will attract inheritance tax? If so, how can you try to mitigate this liability? Is your family protected if you die prematurely?

Divorce: How will any divorce impact on your savings and pension arrangements in particular? How do you get the best price for your endowment if this has to be surrendered?

The range and complexity of financial products available today mean that few people have the time and resources to keep abreast of all the options, or the expertise to choose between competing products. Independent financial advice can help you progress from where you are today, to where you aim to be in the future.

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    • Selby01757 703895
    • Sherburn-in-Elmet01977 682219
    • Barnsley01226 282238
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