Financial Advisors in Halifax

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….

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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.

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…

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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.

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.

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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.

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