About You

We only work with clients when we can add significant value

Our clients value professional advice in all aspects of their lives and are looking for a safe pair of hands to manage their personal finances

They are typically professionals or business owners, living or working in Leeds, Harrogate York, Wetherby, Boston Spa and the surrounding areas

Our clients are typically planning for retirement, have already reached an age where they want to stop working, or at least slow down

Our clients come from all walks of life, sharing the same goal of needing a clearly explained solution to their financial challenges

They share our family values, have a sense of humour and are actively engaged in the exchange they have with us

Why are they our clients?

Our clients all give different reasons for why they choose to work with us. Some of the most frequently heard answers include:

We’re professional, personal and a provide a friendly service

They value our advice and opinions

We’re transparent and communicate in plain English

We have a team approach to looking after them

They look after my interests for my future and my family’s future

If this is what you are looking for in an Independent Financial Adviser, please do get in touch for a chat.

Latest News

Explaining fund charges and investment fees

If you hold any investments, or already work with a financial adviser, then... 21st November 2018

The rise of ‘staycation’ buy-to-lets

Since the Brexit vote, ‘staycations’ have become increasingly popular. This... 21st November 2018

What our customers say

We have been clients of The Financial Advice Company for ten years. Throughout that time they have provided good financial advice in a professional & friendly manner.

I would like to express my appreciation of the excellent information as well as the time investment you have provided which have helped me to make informed decisions... Your advice and willingness as well as your patience have enabled me to fully understand the choices I can make.

I would like to express my appreciation of the excellent information as well as the time investment you have provided which have helped me to make informed decisions... Your advice and willingness as well as your patience have enabled me to fully understand the choices I can make.

I have no hesitation in recommending them for first rate independent financial advice and management.

I have been a client of the Financial Advice Company for over 5 years and in all of that time I have found the advisors and their administrative staff both courteous and helpful.

Professional, personal and a friendly service… Prepared to listen and discuss my requirements in depth…. I can highly recommend all the team at The Financial Advice Company, for looking after my interests for my future and for my family’s future.

Ben is always extremely courteous and professional taking the time to listen to my changing financial needs. The advice he gives has always been reassuring and has helped me enable my financial plans with my needs always at the forefront. I would highly recommend Ben and his team to provide a true client centred and professional service.

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