Financial Services

We are Independent Financial Advisors (IFA’s), based in Huddersfield and serving clients predominantly within the Yorkshire area. We offer advice in every area of financial planning including pensions, savings, investments, life assurance, mortgages and tax planning, for both individual and corporate clients.

Read more about us here

 

I always feel that Mark is doing what is best for me and not his own commission
Alan – West Yorkshire

Here are the services we provide

Pension Advice

Savings and Investments

Mortgage Advice

Life Cover

Inheritance Tax Planning

Corporate Financial Services

Personal and Commercial Insurance

 

Top 10 reasons to use an IFA

  • Business protection
    My business needs protecting should anything happen to key employees.

  • Buy to let mortgage
    I’m looking at a second property as an investment.

  • House purchase
    I need mortgage advice.

  • Investments
    I wish to maximize tax efficiency.

  • Inheritance tax
    I wish to look at ways in which I could save tax.

  • Portfolio investment advice – I’m not getting the level of service I need on my existing investments.

  • Investment income – I need to provide additional income.

  • Pension advice – I wish to build up a fund to produce income, when I retire.

  • Retirement advice – I wish to make the most of my pension funds as I’m retiring.

  • Guaranteed investments – I have money in the bank, but would prefer not to take risks.