About Approachable Finance

Independent Friendly Advice

Approachable Finance Ltd is based in the Aire Valley between Skipton and Keighley with clients across the United Kingdom. A dedicated independent financial consultancy, we provide unbiased financial solutions for both businesses and individuals.

We are a high-quality consultancy service providing tailor made financial solutions. We have an established relationship within the industry in Yorkshire and pride ourselves on our ability to build relationships, build credibility and deliver our service to meet our client expectations.

Approachable Finance IFA

IFA

  • Pensions
  • Investments
  • Insurance

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Approachable Finance Mortgages

Mortgages

  • Mortgages
  • Remortgages
  • Buy-to-Let

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Approachable Finance Medical

Medical

  • Locum Insurance
  • Practice Insurance
  • Financial Advice

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Our Mission

Our Mission

To Provide Approachable, Innovative, Independent Advice to Businesses and Individuals.

Our Promise

Our Promise

The Guiding Principle of Treating Customers Fairly is Embedded in All of Our Work.

The Benefits

The Benefits

We Communicate our Plans and Services in Straight Forward and Easy to Understand Formats

How We Are Paid

As a firm we understand client's concerns with paying excess charges. Our remuneration system is compliant with the FCA's (Financial Conduct Authority) Retail Distribution Review. This means we are able to charge both fees and/or take an advisor charge from the provider or, in some cases, offer a combination of both.

There are occasions where it is advisable for the client to pay us a fee instead of us taking commission. However as each case and individual is different we explain the various options to the client on the first meeting. What we ensure is the following:

  • The first meeting is ALWAYS on a 'free' and no obligation basis.
  • We always try to work to the best interests of our client not ourselves.
  • All charges are visible and if clients are paying a fee we will offer 'quotes' of how much the work will be upfront.