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BEST RATED HARROGATE, UK FINANCIAL SERVICES

3 Best Financial Services in Harrogate, UK

Expert-recommended Top 3 Financial Services in Harrogate, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Shackleton - Britain's Financial adviser
10+ YEARS IN TBR
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SHACKLETON

(4.9 Score)
BRITAIN'S FINANCIAL ADVISER , Clarendon House, Victoria Avenue, Harrogate HG1 1JD, UK Directions

Since 1980

Speciality:

✓ Financial Advice and Wealth Management ✓ Pension Planning ✓ Retirement Advice ✓ Planning for Later Life ✓ Passing on Wealth ✓ Personal Injury and Court of Protection ✓ Employee Benefits ✓ Business Owner Advice ✓ Mortgage and Property Advice

“Shackleton-Britain's Financial Adviser brings together the most respected, professional financial advice practices and unites them under one approach, one fair and affordable fee structure and a single set of values. Their advisers are fully employed by them and are focused solely on acting in your best interests. They are fully independent, which means they are able to adapt to changes in the financial landscape and your personal circumstances. They are also Chartered, which means they adhere to the very highest professional standards. They prioritise robustness, quality, and affordability when it comes to how they invest. They provide expert advice nationwide.

2025 Update: Their CEO of the company is Paul Feeney. Meet their executive Committee members are Grant Hotson, Georgia Sherman, Stewart Sanderson, Charlie Lloyd, Chris Roberts and Howard Barnes. All their financial advisors are unique in pension, retirement, inheritance tax, and financial planning.”

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Citywire New Model Adviser South East IFA of the Year Award in 2011-2021
Registration 04129116

Contact:

01273 204999 01423 520 052

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

TBR® Inspection Report:

4Life Wealth Management Limited
4Life Wealth Management Limited
4Life Wealth Management Limited
3+ YEARS IN TBR
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4LIFE WEALTH MANAGEMENT LIMITED

(4.7 Score)
7 Victoria Avenue, Harrogate HG1 1EQ, UK Directions

Since 2000

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAs ✓ Junior ISAs ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Inheritance Tax ✓ Gifts ✓ Protection Planning ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Pension Reform ✓ Corporate Planning ✓ Shareholders ✓ Employee Benefits ✓ Corporate Pensions ✓ Tax Mitigation ✓ Exit Strategy ✓ Will Writing

“4Life Wealth Management Limited is the company led by directors Mark Andrews, Jonathan Woodward, and Chris Brewis. At 4Life Wealth Management Limited, they place their clients at the heart of their business; this enables them to deliver a genuinely client-focused service. The best way to give personal financial advice is through their team of professional financial advisers. They understand that regular client contact and financial reviews are the key to successful financial planning because the world is constantly changing. Whether they support you in the complex area of corporate planning or with pension advice or estate planning, they want you to feel confident and in control of your finances.

2025 Update: Their ongoing service places their clients in a position so that they can respond positively to change, and their financial plan is still tailored to deliver the outcome they expect. By establishing an elite team of financial advisers, from young trainees to highly qualified, experienced advisers, backed up by a well-trained, efficient administrative office, they ensure that their clients receive consistent, high-quality advice.”

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Registration 07569385

Contact:

01423 501287

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

TBR® Inspection Report:

The Financial Planning Practice
The Financial Planning Practice
The Financial Planning Practice
3+ YEARS IN TBR
CALL CONTACT

THE FINANCIAL PLANNING PRACTICE

(4.7 Score)
Windsor House, Cornwall Road, Harrogate HG1 2PW, UK Directions

Since 1988

Speciality:

✓ Retirement Advice ✓ Pensions ✓ Investments ✓ Financial ✓ Estate Planning ✓ Tax

“The Financial Planning Practice has clients who have worked hard for many years, and now they want to know that they have the means to enjoy the retirement they deserve while securing their family's future. Paul Turner is the Principal Partner of this firm. He is an experienced and highly qualified adviser who has worked in financial services for over 30 years. Their clients are typically approaching or in retirement with investable assets of at least £250,000. They have a small, dedicated team working closely with their clients to provide first-class, personalised service. The Financial Planning Practice adopts goals based on the approach, which involves reviewing your situation and developing a personalised plan to meet your objectives.

2025 Update: They are long-established independent financial advisers with a particular focus on retirement planning. You can contact them to arrange a free initial meeting.”

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Contact:

01943 871627

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

TBR® Inspection Report:

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SHACKLETON REVIEWS

Michelle Barker has recently guided my parents through getting Wills with a property protection trust. She is so patient and explains every step so clearly. Highly recommended.

I spent many months reviewing who I would like to be my financial advisor and have to say I'm incredibly happy with my decision to chose Eloise Bates. The staff are knowledgeable and friendly, keep me very updated on what is happening and the provision of the portal to see my investments is really easy. Well educated, professional advice will make me feel comfortable that my retirement pot is going to work hard for me and the reviews are always very details and well planned. Highly recommended.

Have always had first class professional service and advice from this company. Would highly recommend.

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4LIFE WEALTH MANAGEMENT LIMITED REVIEWS

I am very satisfied with the performance of my investments with this company. My financial consultant, Simon, is extremely efficient in responding to any questions I have. I have also recommended the company to friends, feeling full confidence in its integrity and value for money. N Whittingham.

Simon has been our adviser for the past few years. He is extremely helpful, nothing is too much. If we ask a question he invariably knows the answer, but on the very rare occasion he doesn’t he finds the answer and ensures he communicates it immediately. With Simon there is no pressure , however, his manner provides you with confidence . We are delighted with the help and advice he provides.

We have been investing with this company for a number of years now and are delighted with the help and trustworthy advice we receive from our financial consultant, Simon. We continue to be very satisfied with the performance of both the pension and investment funds we have with the company.

THE FINANCIAL PLANNING PRACTICE REVIEWS

Paul provides excellent advice across a range of products with an emphasis on long- term planning and minimising cost. He has a broad knowledge and is agnostic as to who the provider is - he looks for the best product or service for the customer.

Paul is very approachable, clear, enthusiastic and well informed. He takes care to adjust the level of his advice to his client and to their changing needs. Transactions are effected promptly and carefully.

I have been a client of the FPP for many years. I would highly recommend Paul and the team. I have always received clear, sound advice, delivered in a friendly and efficient manner

TBR® Inspection Score Report

SHACKLETON Total Inspection Points: 117/120
Business Hours: 8
Complete Info: 9
Contact Info: 10
License: 10
Emblem: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

4LIFE WEALTH MANAGEMENT LIMITED Total Inspection Points: 113/120
Acknowledgements: 8
Business Hours: 8
Complete Info: 8
Experience: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

THE FINANCIAL PLANNING PRACTICE Total Inspection Points: 112/120
Acknowledgements: 8
Business Hours: 8
Complete Info: 8
Reviews Accuracy of : 8
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10
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