Narrow your Search:

Results sorted by Best Match    Sort by: Distance  Review Volume
> Harrogate
Contributor

70%

MATCH FOR YOU

Refine your search to see better matches

4.8out of 5

Karl Lavery

More Info
% clients advised in each area  :

Investments

100%

Annuities

17%

Pensions

67%

Insurance & Protection

33%

Later life planning

25%
A wealth manager with over 25 years experience, Karl spends much of his time managing the relationships and affairs of his clients in Yorkshire and Lo... Read More
Serves clients with: Over £250k of investable assets or household income
Karl's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

69%

MATCH FOR YOU

Refine your search to see better matches

4.5out of 5

Barry Orr

More Info
% clients advised in each area  :

Investments

80%

Annuities

20%

Mortgages

15%

Pensions

80%

Insurance & Protection

20%

Later life planning

15%
I fundamentally beleive that the type of people you engage when seeking financial advice is the most important element one should consider. Mutual tru... Read More
Serves clients with: Over £50k of investable assets or household income
Barry's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

68%

MATCH FOR YOU

Refine your search to see better matches

4.7out of 5

Paul Turner

More Info
% clients advised in each area  :

Investments

84%

Annuities

5%

Pensions

74%

Insurance & Protection

68%
I established The Financial Planning Practice (FPP) 16 years ago and adopt a 'no-nonsense' approach, providing my clients, who are typically, busines... Read More
Serves clients with: Over £50k of investable assets or household income
Paul's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner
Contributor

67%

MATCH FOR YOU

Refine your search to see better matches

4.8out of 5

Carl Fletcher

More Info
% clients advised in each area  :

Investments

58%

Annuities

12%

Pensions

69%

Insurance & Protection

27%
Fletcher Associates is a privately owned independent practice offering financial planning advice of the highest quality. We are a firm of Independent ... Read More
Serves clients with: Any level of wealth
Carl's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

66%

MATCH FOR YOU

Refine your search to see better matches

4.9out of 5

Chris Riley

More Info
% clients advised in each area  :

Investments

93%

Pensions

53%

Insurance & Protection

47%

Later life planning

13%
I am a highly qualified and experienced chartered financial adviser with the highly sought after fellowship* title and, perhaps more importantly, I ha... Read More
Serves clients with: Over £50k of investable assets or household income
Chris's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

66%

MATCH FOR YOU

Refine your search to see better matches

4.6out of 5

Julie Wilson

More Info
% clients advised in each area  :

Investments

100%

Annuities

8%

Pensions

50%

Insurance & Protection

8%

Later life planning

25%
I'm passionate about increasing my clients' wealth and protecting it from greedy bankers, crazy Governments, desperate authorities and other legalised... Read More
Serves clients with: Over £100k of investable assets or household income
Julie's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner

Latest client reviews of Harrogate IFAs

Carl is a warm and friendly guy who puts the world of finance into terms that can be understood by any one. His advise has been excellent.    Read More
Ric
Being able to listen first and then formulate possible ideas and options that fit the client 's need....he relationship one for the longer term and this is something David Brigham works hard to preserve.    Read More
Rob Millington

Can't find the right Harrogate IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Harrogate.

Anne SandersonFarrar English & Co
Jeremy Walsh-HarringtonJWH Wealth Management Limited
Donald MilneProfessional Financial Planning (Harrogate) Ltd
Michael FurseMaunby Investment Management Ltd
Melanie AndrewsAndrews Wealth Management Ltd
Bob CooperRMC & Associates Ltd
Peter CooperCooper Johnston Associates Ltd
Looking for a different Independent Financial Advisor (IFA) in Harrogate? Search by name