Second Floor, Toronto Square, City Square, Leeds, LS1 2HJ

FCA Number:
Total No. Advisers: 64
No. Offices: 6
Locations: London, Carlisle, Exeter, Chester, Yorkshire and Birmingham

Financial Advisers

Richard Tate

Location: Yorkshire

Telephone: 07391 866035

Chartered Financial Planner offering high quality and comprehensive advice. 15 years experience in financial services, specialises in wealth structuring, investment, pensions and estate planning solutions for private and corporate clients.

Olivia Kennedy

Location: Yorkshire

Telephone: 01274 538750

Dip FA, LTCLLP, AwPETR. Specialist in personal, corporate and final salary pension advice. Builds long lasting relationships with her clients to ensure that advice is bespoke to their needs and goals. Currently studying for Chartered Adviser status.

Richard Collins

Location:

Telephone: 01274 538750

Financial Planner with more than 20 years Financial Services experience. Specialises in providing tailored advice on investments, pensions, tax mitigation and estate planning solutions for private and corporate clients. Studying for Chartered Status.