Telephone: 01943 871627
You want the peace of mind to know you have the means to fully enjoy your retirement. You may want to see the world, help your children buy their first house or simply enjoy your new found freedom.
You need someone you can trust who will give you fair and objective advice and who will be able to look at your whole situation and help you simplify and organise your financial affairs. You want to be confident that your money is wisely invested and that you and your family's future is secure and that you are not paying unnecessarily high charges.
We are Independent Financial Advisers based in Otley, Leeds, established in 1998. We are qualified and regulated to advise on the entire market range of investments and savings vehicles. Our Principal Partner Paul Turner is a highly experienced Chartered Financial Planner.
We aim to develop a long term relationship with you and understand your priorities and aspirations to help you design and implement a well thought out financial plan, with a focus on retirement. We offer outstanding customer service whilst delivering excellent value for money.