"I believe that a visit to your financial planner should be looked forward to rather than a chore."

I began my financial services career over 10 years ago and have held various advisory roles during this time both within banks and independent firms. I have gained many professional qualifications throughout this time and am continuing my studies to achieve Chartered status.  What I enjoy most about my job is the day to day interaction with clients and knowing that am adding real value to their financial position and consequently their lives.

I speclialise in investments, pensions and retirement planning for clients in Harrogate, York, Leeds and throughout North Yorkshire. I like to keep things professional but also relaxed. I believe that a visit to your financial planner should be looked forward to rather than a chore! The more comfortable clients feel, the easier they find it to open up and let you know their real goals and aspirations, and understanding these is just as important as knowing your finances if we are to provide the best possible advice.

Start planning your future. Speak to us today.

Contact Us

Seventy Financial Planning
The Apple Store, Haggs Farm,
Haggs Road, Follifoot, Harrogate,
HG3 1EQ

01423 611004

[email protected]

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