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The Best Financial Advisors In Bradford
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Christina Clegg Financial Planning Services
Christina Clegg Financial Planning Services Limited is a firm of Independent Financial Advisers authorised and regulated by the Financial Conduct Authority. The business is owned and managed by Christina Clegg who has been a Financial Adviser for over 25 years now.
During that time Christina has helped 100s of clients to plan successfully for their financial future.
Christina has a real insight into how Financial Advice is provided having worked in the past for some of the country’s biggest Banks and Building Societies and for the last 11 years Christina has run her own Independent Financial Adviser business, helping clients to achieve their individual financial aspirations.
Christina is especially liked by her clients for her straightforward and uncomplicated approach to Financial Advice. Christina always gets to know her clients financial aspirations first before making any recommendations even if her recommendations are for clients to change nothing at all.
Christina has been rated as one of the the Top 200 Financial Advisers over the last 8 years, by VouchedFor, based on her consistently high levels of customer satisfaction.
Services
Office
Riverside Business Park, 1st Floor Unit 8 Vantage Court, Barrowford BB9 6BP, United Kingdom
Atrium Financial is a financial advisory business, providing personally tailored financial planning and advice for individuals from all walks of life. We are an established business based in West Yorkshire. Our aim is to differentiate ourselves from the conventional financial advisory firms out there and aim to closely engage with clients throughout their lifelong financial journey. “Shape your future by planning for it now”.
As lifestyles, technology and regulations evolve; people are faced with the challenges of adapting to such change. Our goal is to ease such challenges within the financial realm by putting our clients’ needs at the heart of our business.
We acknowledge that time is of the essence in the modern day, and therefore have diversified our service offering to suit your busy schedule. The approach is simple; our experts work closely with you to provide bespoke financial advice when you want it, how you want it and where you want it.
Our free initial consultation allows us to get to know you, your objectives and priorities. We then work with you to develop a suitable solution. The decision is and always will be yours; we are here to help and support you in making the right choices throughout the journey.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.
Services
Office
3 Eldon Pl, Bradford BD1 3AZ, United Kingdom
Skipton Financial Services Ltd – Bradford
There’s more to financial advice than simply sorting out your money. We want to help you grow yours. But investing isn’t the same as putting your money into a savings account. It puts your capital at risk because the value can go down as well as up and you might get back less than you originally invested.
What matters to you, matters to us. That’s why our customers trust us to help them save for the future and own homes of their own. Whether it’s feeling more confident in the decisions you take with your money or knowing you’re supported when you need to get in touch, we’re focused on providing a good place for your money.
More than one million customers have found their good place at Skipton, and as our Society grows, we’re led by the things you care about the most – saving for the future and securing a home of your own.
Our story began back in 1853 and we’ve been helping people look forward with confidence ever since. Some things have changed over the past year, but longer term goals that matter to you are likely to stay the same.
We’re not driven by shareholders. We’re influenced and shaped by the things that matter to you, like confidence, trust and supporting each other. We’re proud to be an award-winning provider of savings and mortgages and it’s part of our mission to give more people access to the right financial advice.
Financial advice is different for everyone. For you, it might be getting help to start investing. For someone else, it might be trying to boost a retirement fund, minimising inheritance tax liability or finding the best way to use an ISA allowance.
Services
Office
53 Market St, Bradford BD1 1LH, United Kingdom
Meridian Wealth Management Ltd
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.
At Meridian Wealth Management we feel that clients deserve to be rewarded for their work with us, and that is why we offer a rewards scheme as part of our client benefits.
Meridian Wealth Management Ltd is a firm of Independent Financial Advisers (IFA) based in Bradford, West Yorkshire and has been established for over 10 years. We aim to provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.
Being Independent Financial Advisers mean that our clients benefit from our ability to offer advice on the broadest range of products and services whether you are looking for mortgage advice, investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for your needs.
Services
Office
unit 1, Office 5 Robin Mills, Leeds Rd, Bradford BD10 9TE, United Kingdom
Pulsar Financial Service is an independent mortgage brokerage with the expertise to provide you with a comprehensive range of mortgages and insurance tailored to meet your precise needs.
We understand mortgages. We understand insurance. We understand that one size never fits all – which is why we are not tied to any one financial institution. Instead, we constantly monitor and assess the marketplace for the best options, then fine tune a financial package that will help your property purchase or remortgage.
We’d be pleased to talk to you about your mortgage and insurance requirements. We are dedicated to creating a long-term relationship based on trust, understanding and commitment. We understand that everyone is different, and that’s why our approach is as individual as you.
From the moment you pick up the keys to your new home, or your remortgage completes – to the moment you pay off your mortgage completely, we will be there every step of the way! We will provide regular reviews to ensure you always have the most suitable products – protecting what’s important, and potentially saving you thousands over a lifetime.
Services
Office
Hope Park Business Centre Hope Park Bradford BD5 8HB
Our focus is on you, your goals and aspirations. Through a carefully structured process, we will help you identify what’s important to you and the things you want to achieve throughout your lifetime.
It is this focused approach that enables you to clearly understand how you will get from where you are now to the position you want to be in the future with the added peace of mind that you know someone is there to guide you and advise you whenever you need answers. From the moment that you decide to become a client, we aim to demonstrate the value of this relationship through the service that we deliver to you.
Whatever the level of your investment, it is as important to us as it is to you. We will keep you informed of the way in which we are looking after your wealth by giving you access to online valuation services through our website, as well as an annual valuation report.
We will also discuss the level of ongoing service you would like. Primarily this will involve holding regular review meetings, either face-to-face or via the telephone, to discuss your investments and personal circumstances, thus ensuring that whatever decisions you have made remain appropriate and continue to meet your objectives. Whatever your ongoing requirements, we will do our best to satisfy them and will agree with you at the outset what you can expect and when.
Services
Office
77 Holly Bank Rd, Lindley, Huddersfield HD3 3LX, UK
Our services are transparent, personable and flexible. We invest considerable time and resources on comprehensive research technology and tools, which update daily to source you the best rates available.
We will help arrange your mortgage taking into account all your circumstances, credit problems from a missed credit payment to more serious issues such as defaults, CCJs , DMP, bankruptcy. It is important to us that your experience with Fasttrack Mortgages be as stress free and knowledge driven as possible.
Our aim is to find out about you, your current situation, the type and cost of the property you would like to buy or remortgage. This will help assess your circumstances and show the best way to proceed.
Once we fully understand your personal and financial situation, we search the whole of the mortgage market (with the exception of bridging loans), to find the right one to suit best your needs.
Once we’re happy that we have the right solution for your needs, we’ll present this to you in an easy to understand document, and we will answer any questions that you may have before proceeding.
For most of us, a property is the most valuable thing we’ll ever own. A will is the only way to make sure your new home will go to the right people if something were to happen to you. If you want to make sure that it stays in the family, or goes to a trusted friend, a will is essential.
If you die without a will, the law will decide who should inherit your money, your home and your belongings. This can mean that many of the people closest to you won’t inherit anything: your wishes won’t be taken into account.
A life assurance policy is the most basic form of life insurance and is usually the cheapest way to insure your life. It covers you for a fixed period and pays out a one off lump sum if you die during the policy term.
Office
89-93 MANNINGHAM LANE, BRADFORD. WEST YORKSHIRE. BD1 3BN
LIt doesn’t feel great to commit to monthly expenditure that you may never get back, especially when that £22 a month could pay for a new phone, a bottle of rum or a gym membership (that you never use).
Until something happens. Then it’s amazing! Then it’s the chuffing bees knees!
Out of the blue, you’re off work ill and the doctors reckon you’re looking at two years, but no need to panic! With an income protection policy you’re golden.
What if the family genes throw you a curveball and you almost do an Elvis. Recovering from a heart attack is much easier when you’re cushioned with a lump sum payout.
Getting protection right isn’t about signing up for any old policy. It’s about working out how to make the best of a situation if the worst happens. It’s about carefully weighing up your needs and your priorities.
Policies often come with the option of ‘bolt ons’ to increase the cover as well as added value services like guaranteed GP appointments, telephone counselling, access to therapies and even a second opinion from a consultant if you’re unhappy with a diagnosis you’ve been given.
An hour spent pulling together a personalised plan giving you the right blend of cover could be the best hour you spend this year.
Services
Office
34 Hill End, Bradford, BD7 4RR
Shenward Chartered Accountants and Business Advisors
Shenward LLP is an established and respected firm of Chartered Accountants and Business Advisors with over three decades of experience. We support a range of national and international clients from our city-centre offices in Bradford and Leeds.
As a multidisciplinary practice, we provide professional services to businesses and individuals within four functions – Tax, Business Advice, Audit & Accounts, and HR & Payroll. We also offer to become your appointed company secretary through our group company, Shenward Company Secretarial Services Limited to ensure compliance with the Companies Act.
We are a leading independent firm of chartered accountants and business advisors based in Leeds and Bradford, offering a wide range of accountancy services including audit & accounts, tax, advisory and HR & payroll services.
We pride ourselves on developing strong relationships with our clients and having a detailed understanding of their ambitions.
As the economy shifts and changes, it presents the business owner with new challenges on an almost daily basis. This is why you need a multidisciplinary practice, a firm built by a team of experts who can be relied on to help you keep your business moving. Our team of highly qualified and experienced individuals make it their mission to provide exceptional customer service to our clients with a fresh and modern approach to accountancy.
Services
Office
19 Bolling Road Bradford West Yorkshire. BD4 7BG United Kingdom
Contact: Shenward Chartered Accountants and Business Advisors
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BEST FINANCIAL ADVISORS for your needs