Showing Best Selected Financial Advisors Covering Halifax Area
Mike Jenner APFS Dip PFS Cert CII (MP)
Chartered Financial Planner
JENNER WEALTH MANAGEMENT LTD
07910 284 339
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….
Over 29 years experience
No-obligation, one-hour initial consultation
Restricted advisor
Covers whole of Yorkshire area
Areas of expertise:
Investment Planning & Savings
Retirement Planning
Later Life Advice
Retirement Income
Inheritance Planning
Peter Armitage DipPFS Certs CII (MP&ER)
D & A INVESTMENTS PARTNERSHIP LIMITED
0114 321 1784
07802 952 254
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…
Over 25 years experience
No-obligation, one-hour initial consultation
Independent advisor
Covers whole of Yorkshire area
Areas of expertise:
Pensions
Family Protection
Long Term Care Planning
Savings & Investments
Tax Planning
Corporate & Commercial Financial Planning
Garth Ellison BSc (Hons) FPFS
Chartered Financial Planner
ELLISON ASSOCIATES WEALTH MANAGEMENT
07850 668 333
01132 444 054
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.
Over 20 years experience
No-obligation, one-hour initial consultation
Restricted advisor
Covers whole of Yorkshire area, East Lancashire and North Manchester
Areas of expertise:
Investment Planning & Savings
Retirement Planning
Later Life Advice
Retirement Income
Inheritance Planning
Banking & Mortgages