BEST RATED » HARROGATE » FINANCIAL SERVICES

Best Financial Services in Harrogate

Expert recommended Top 3 Financial Services in Harrogate, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

ELLIS BATES FINANCIAL ADVISERS

Adam House, Ripon Way, Harrogate HG1 2AU Directions

Since 1980

Here’s The Deal:
"
'Ellis Bates Financial Advisers' is the financial planning firm in Harrogate, England. They have been providing financial and investment plans and helping to make sensible financial decisions to clients since 1980. They have expert financial planners who are specialising in pensions, investments, life, mortgages, health and critical illness insurances. Michael Cope is the managing director, and Elizabeth Mills is the director of the 'Ellis Bates Financial Advisers'. Their experts work in collaboration to develop recommendations, and everything is bespoke to the individual client. 'Ellis Bates Financial Advisers' has offices in Newcastle upon Tyne, London and Edinburgh."

SPECIALITY:
Investment Services, Pensions, Socially Responsible Investments, Equity Release, Financial and Business Protection, Tax and Estate Planning, Employee Benefits, Mortgages, Life, Key Stakeholder, Health & Critical Illness Insurances

Registration 1655955

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ellisbates.com

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

PROSPERIS LTD

14 Cold Bath Road, Harrogate HG2 0NA Directions

Since 2002

Here’s The Deal:
"
Prosperis Ltd has one of the leading independent financial advisers and employee benefits consultants in Harrogate and Yorkshire. Niall Gunn is the managing director, and Paul Meehan is the chairman at the Prosperis Ltd. They have a great corporate consulting team as well as a highly regarded individual advice team. The firm offers innovative and objective advice, and they are dedicated to forming valued and robust relationships with their clients. Their approach is to be a trusted partner of their client's building on a first-class, personalised service giving results in line with expectations."

SPECIALITY:
Pensions, Investments, Mortgages, ISAs and Bonds, investment management, tax and estate planning, business ownership, Personal and Stakeholder Pensions, SIPPs (Self Invested Pension Plans), Risk Management Service, Free Private Pension Review, Your retirement options, Employee Benefits, Critical Illness & Private Medical Insurance

Registration 04522785

[email protected]

prosperis.co.uk

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Mon - Fri 8:30 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

NOVUS FINANCIAL SERVICES LTD

2 Sceptre House, Hornbeam Square North, Harrogate HG2 8PB Directions

Since 1992

Here’s The Deal:
"
Novus Financial Services Ltd is the financial consultancy firm in Harrogate, England. Neil Normington is the managing director of the Novus Financial Services Ltd. He has been working in the financial services industry since 1992. He oversees the strategic planning and direction of Novus. The knowledgeable support team always assist their advisers at the end of a phone. They aim to remove financial stress and worry while maintaining identify and achieve your financial objectives. They have many long-standing customers who stand testament to their investment approach and philosophy when it comes to achieving your goals. Novus Financial Services Ltd strives to achieve the best service standards."

SPECIALITY:
Portfolio Management Service, Asset Allocation, Investment Management, Savings, Retirement and Pensions Planning, State Pension, Wealth Management & Financial Planning

Registration 07767378

[email protected]

novusfs.co.uk

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report: