One of Yorkshire’s leading providers of retirement planning advice for over 20 years
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Our clients have worked hard for many years, and now they want to know that they have the means to enjoy the retirement they deserve whilst also securing the future for their family.
They will appreciate that this usually involves holistic financial planning.
We adopt a goals – based approach which involves reviewing your entire situation and then developing a personalised plan to enable you to meet your objectives.
We have a small and dedicated team who work closely with our clients to provide a first class, personalised service.
Paul is very approachable, clear, enthusiastic and well informed. He takes care to adjust the level of his advice to his client and to their changing needs. Transactions are effected promptly and carefully
I was recommended The Financial Planning Practice by a friend and have now been receiving advice from them for over 20 years, I have in turn recommended them to close friends who I know are wholly satisfied with the service they receive.
Paul has been our financial advisor for the last 15 years, and has always been extremely responsive, attentive and professional.
Meticulous in planning advice and attention to detail - Paul takes a comprehensive overview of aspects of financial planning and takes a long term view. He has spotted several potential issues which could have resulted in a loss.
Paul provides excellent advice across a range of products with an emphasis on long-term planning and minimising cost. He has a broad knowledge and is agnostic as to who the provider is - he looks for the best product or service for the customer.