Category: Independent Financial Advisers
Address: Heritage Exchange Wellington Mills, 70 Plover Road, Lindley, Huddersfield, West Yorkshire, HD3 3HR
Flexible Pensions, Retirement Planning, ISAs, Investments, Best Mortgage Deals, Best Buy to Let Deals, Pension Reviews, Review My Pension, Portfolio Management, Income Protection, Autoenrolment Solution, Life Insurance, Critical Illness Cover, Early Retirement Advice, Saving For Retirement, Income Options for Retirement
Who We Are
We are a friendly, experienced team with a strong commitment to ethical, professional, independent advice. Since 1995 we've been helping clients in Huddersfield, Leeds, Manchester, Harrogate, York and the UK-wide to improve their financial position. We specialise in retirement planning, flexible pensions, and investments and ISAs and can also assist you with the best mortgage and buy to let deals with extensive access to the whole of the market.
In addition to individuals, we advise small businesses and their owners about autoenrolment solutions and keyman and share protection plans.
We can advise you on simple and complex one-off matters and we can manage your investment/pension portfolios up to and throughout your retirement. This gives you our continued support and investment advice and a year on year understanding of where your finances are using sophisticated cash-flow forecasting.
Our ethos is "it's not how much you have, it's making the most of what you do have".
Testimonials are curated by Tempest Associates Ltd and are not independently reviewed or verified.
"Hilary has been our Financial Adviser for several years. We have benefited from her wealth of knowledge and advice and her willingness to go the extra mile for her clients. We have no hesitation in recommending her to anyone who is looking for financial help and guidance."
Terry and Pam Kelly, Honley, Holmfirth on 24 March 2017
"Hilary doesn't hide behind jargon and explains things in a way the 'layman' can understand. She makes an effort to know you and tailors her advice based on your capabilities of understanding it. I've been extremely pleased with her investment advice during the last 8 years and the net returns my pension has achieved. I am in a much better financial position for retirement."
Matthew Pinhey, Stroud, Gloucestershire on 20 March 2017
"We have found the advice has given us over the past few years to be sound, and perfect for our needs, balancing income and growth in our retirement. She has up to the minute knowledge of financial matters and a friendly, professional approach."
Roger and Maggie Green, Golcar, Huddersfield on 23 March 2017