3 Best Financial Services in East Riding

“Informed Financial Planning is an award-winning financial planner in East Riding. Josh Richardson is the firm's Chartered Financial Planner and Managing Director. Informed Financial Planning was founded in 2004 by Kevin Ferriby, who believed there was a place in the market for a small, modern firm with a team of highly skilled and qualified financial planners who truly have client service at their core. The company has continued delivering expert, independent, and Chartered advice for over two decades. With a fresh board of directors and a team of seven financial planners with over 100 years of combined experience in the industry, they are confidently poised to uphold their founding principle of delivering peace of mind through independent financial advice. They also have offices in Leeds and Barnsley.”

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“Rob Ellerton-True Potential Wealth Management is one of the leading financial consulting firms in East Riding. Rob Ellerton is the financial advisor who joined True Potential Wealth Management as a Wealth Management Partner in October 2020, combining excellent customer service with industry-leading technology, including the innovative ImpulseSave. Before this, he worked at a local Independent Financial Adviser firm in Bridlington for seven years. He has over 30 years of experience in financial services, including 20 years in retail banking. Rob Ellerton is qualified as a financial adviser up to the Diploma level, which he attained in November 2011. He also holds the CeMAP qualification (Mortgage Advice) and the CeRER qualification (Equity Release advice).”

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“Proactive Financial Management Limited is an independent financial consultancy in East Riding. James Williams is the founder of the firm and has decades of experience in the finance industry. At Proactive Financial Management Limited, the team understands that different people have different financial needs. From large companies to individuals, they listen to their clients and tailor financial solutions to their specific circumstances and aims. Their primary goal is to build customer loyalty and long-term client relationships through the combination of a small team and extensive experience. This ensures they can deliver independent financial advice that is relevant to you. They will help you with your financial planning and provide suggestions for investments, savings plans, pension plans, life insurance, and other protection policies from their Bridlington office in Yorkshire. They offer free consultations to their clients.”

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