What we do

FINANCIAL PLANNING PLAYS A CRUCIAL PART IN HELPING YOU TO PLAN A SECURE FUTURE FOR YOU AND YOUR FAMILY.

Our approach is simple. We aim to create strategies that will help you protect your wealth and attain financial independence.
We also understand that each individual has different priorities and ever-changing needs.

WE OFFER ADVICE ON:

  • Personal financial planning
  • Income in retirement
  • Pension planning
  • Investing for capital growth or income
  • School fees planning
  • Care fees planning
  • Tax planning and mitigation
  • Trust planning
  • Inheritance tax planning

WHAT OUR CLIENTS SAY

M Pattison & J Whelan, Huddersfield

“We have found Francesca extremely friendly, helpful and always professional. She has gone out of her way to understand our particular situation, always offered us choices, never put pressure on us to take a particular product and has responded efficiently whenever we have needed to access funds or make changes to our portfolio. We would recommend her unreservedly.”

M Pattison & J Whelan, Huddersfield

P Leng, Elland

“I’m very pleased with the income Susan arranged for me, it has made a big difference. A couple of my friends recently asked whether I had taken financial advice after my mum passed away and I had no hesitation giving them your details.”

Peter Leng

Don Sharp, Peel Walker accountants, Elland

“I have worked with Susan on many mutual client cases over the last few years and I can unquestionably say that she provides an extremely professional and efficient service. Susan is not only technically minded but she is extremely knowledgeable about the products and services she advises upon.”

Don Sharp, Peel Walker accountants, Elland

N Watkins, Alderley Edge

“Received nothing but sound, friendly advice over many years. Francesca always gives very clear, simple explanations for often very complicated matters. A very reliable, business like firm whom I would recommend to anyone.”

N Watkins, Alderley Edge

Duncan Whitworth, Huddersfield

“I have always been pleased with how Susan has handled my financial affairs and I have been impressed with some of the ideas she has come up with to improve my financial and tax position. I have been happy to suggest that family and friends use her services and I know they too have always found her and her colleagues to be efficient and easy to deal with.”

Duncan Whitworth, Huddersfield

A Brosnan, Brosnans Accountants, Brighouse

“I have known Francesca for many years and would not hesitate to recommend her services. Over the years I have always been impressed by her professional manner and approach to complex situations. In my view the advice that Francesca gives is always tailored to individual circumstances, is well considered and astute.”

A Brosnan, Brosnans Accountants, Brighouse

Marjorie Anne Booth, Huddersfield

“I have been using Sue for approximately a decade.   She has helped me invest my pension, inherited money and deal with changes due to bereavement.  Throughout all these changes she has been able to explain, in detail, the options available and the implications attached to each option. She has guided me every step of the way and the results have been very profitable. Sue and her team are extremely pleasant to deal with.  They respond quickly to any questions asked.  Nothing is too much trouble and no question too trivial.”

Marjorie Anne Booth, Huddersfield