Harrogate Financial Solutions Limited is a highly regarded, Independent Financial advisory practice (formerly known as Harrogate Independent Financial Services Limited and incorporating the former Harrogate branch of Perspective Financial Management Limited) which has grown organically and through acquisition of other local IFA firms. Harrogate Financial Solutions remains committed to providing a personal service with professionalism and expertise.
The former firms from which our business has grown have routes going back several decades and we continue to service clients who have come to us through the following companies:
- Harrogate Financial Services Limited
- Jackson King & Company Limited
- Ellam Financial
- Michael Rowe
- Finn Gledhill
Harrogate Financial Solutions Ltd – Proud to be Chartered Financial Planners.
We have been awarded the prestigious “Chartered Financial Planners” designation by the Chartered Insurance Institute (CII).
This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms, wholly committed to providing you with the best possible advice, service and support.
Harrogate Financial Solutions delivers tailored services to a wide range of clients, including individual, corporate and trustees. We recognise that all clients are different with each having varying needs which is why our advisers focus on delivering a highly-personal service with excellent communication, built on the principle of developing long-term relationships.
We recognise that areas of advice are becoming increasingly complex and we believe that the highest level of advice and service can not always be provided by a ‘general practitioner’ adviser; and as we have grown and incorporated other companies into our business, we have developed the capacity and expertise to enable us to establish niche specialists to facilitate market leading advice.
As your partner in building wealth and security, Harrogate Financial Solutions wants to focus on ways to help you achieve the life you want to live and provide you with a level of service that suits your requirements.