0113 238 5317
Based in Leeds
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Patrick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Patrick's status
Last checked: 19 April 2025
Patrick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Patrick's status
16
Recent Client Reviews
Patrick has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Patrick has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Patrick has not yet added their qualifications to their profile
Transparent Fees
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Patrick has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Patrick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Patrick's status
Last checked: 19 April 2025
Patrick is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Patrick's status
16
Recent Client Reviews
Patrick has received 16 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Patrick has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Patrick has not yet added their qualifications to their profile
Qualifications not yet added
Patrick has not yet added their qualifications to their profile
Transparent Fees
Patrick has not yet added their fees to their profile
Fees not yet added
Patrick has not yet added their fees to their profile
I am a Chartered Financial Planner in the award-winning Private Client team at Forvis Mazars, helping individuals achieve their personal financial goals and objectives. My role as a Financial Planner is to support you in making complex financial decisions as easy as possible. Ultimately, my job is make your money work harder for you and enable you to enjoy the things in life that really matter to you and your family. Areas of expertise include: - Savings & Investment Planning - Pensions & Retirement Planning - Taxation & Estate Planning - Personal Protection (e.g. Income Protection, Life Assurance and Critical Illness Cover) - Cash Flow Planning
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Patrick's clients
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Adviser Disclaimer
Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network.