Showing Best Selected Financial Advisors Covering Doncaster Area

Mike Jenner  APFS Dip PFS Cert CII (MP)

Chartered Financial Planner

JENNER WEALTH MANAGEMENT LTD

07910 284 339

financial advisors near me

At Jenner Wealth Management Ltd, I offer my clients a dedicated personal and corporate wealth management and financial planning service.

My philosophy focuses on maintaining a long-term, trusted relationship with my clients, helping them create a firm foundation in meeting their financial objectives so that they can look to the future with confidence and optimism….

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Over 29 years experience

FCA approved

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of Yorkshire area

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Areas of expertise:

Investment Planning & Savings

Retirement Planning

Later Life Advice

Retirement Income

Inheritance Planning

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Garth Ellison  BSc (Hons) FPFS

Chartered Financial Planner

ELLISON ASSOCIATES WEALTH MANAGEMENT

07850 668 333

01132 444 054

financial advisors in yorkshire

Based in West Yorkshire, I provide wealth management advice to clients nationwide but with a focus on the North of England. I hold both Chartered and Fellow status with the CII and Personal Finance Society having achieved the highest standard of Professional Qualifications.

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Over 20 years experience

FCA approved

No-obligation, one-hour initial consultation

Restricted advisor

Covers whole of Yorkshire area, East Lancashire and North Manchester

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Areas of expertise:

Investment Planning & Savings

Retirement Planning

Later Life Advice

Retirement Income

Inheritance Planning

Banking & Mortgages

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Peter Armitage  DipPFS  Certs CII (MP&ER)

D & A INVESTMENTS PARTNERSHIP LIMITED

0114 321 1784

07802 952 254

Peter Armitage, D&A Investments

Peter has worked in financial services for over 25 years. As an Independent Financial Planner, he works with personal, commercial and corporate clients and offers a full range of bespoke financial planning services…

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Over 25 years experience

FCA approved

No-obligation, one-hour initial consultation

Independent advisor

Covers whole of Yorkshire area

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Areas of expertise:

Pensions

Family Protection

Long Term Care Planning

Savings & Investments

Tax Planning

Corporate & Commercial Financial Planning

D & A Investments Partnership Limited is authorised and regulated by the Financial Conduct Authority. Registered in England & Wales. Company number: 10368496. Registered Office: 11 Venture One Business Park, Long Acre Close, Sheffield, S20 3FR. Postal Address: PO Box 5872, Sheffield, S20 9FB. Please note that the value of investments may go down as well as up and investors may get back less than they invest.

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