Financial Advisers
in Wilsden

Based in Shipley in Bradford and Skipton North Yorkshire, our advisers all have over 30 years industry experience, looking after second and even third generations in the same families.

This is what I aim to do, to help you make good decisions about your money — providing clear information to help you achieve your financial goals. I am part of 2plan wealth management which is a national advisory firm consisting of Independent Financial Advisers and mortgage and protection specialists.

We are a local firm of independent financial advisers with a wealth of experience in the financial market place. Our team of dedicated advisers have combined experience of over 95 years in financial services. We are committed to providing the very highest level of service to our clients to help them meet their financial aspirations and objectives.

Founded on Trust, our relationship will help to increase, manage and protect your wealth now and for future generations. Independent means that we are not tied to any one provider in recommending investments, policies or plans, so you can be assured of wholly bespoke quality financial advice.

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number.

Direct Gap is a specialist gap insurer. We offer an excellent range of insurance products at incredibly competitive prices. We are fully authorised and regulated by the Financial Conduct Authority.

Eastwood Financial Services are committed to offering independent, careful and comprehensive financial planning to both businesses and private clients. At Eastwood Financial Services we pride ourselves on careful financial planning and providing sound advice and support to guide you through the twists and turns of life.

We are committed to giving independent, jargon free advice on appropriate financial products, tailored to your specific needs. We achieve this by placing an emphasis on quality of service, regular client contact and most importantly an understanding of your personal circumstances.

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Fergusson & Co is a firm of accountants specialising in business recovery & insolvency work. The business was formed during 2004 and has offices at Stockton-on-Tees on Teesside and Cleckheaton in West Yorkshire.