Independent Financial Advice
Our aim is to provide our clients with the best advice, planning and services on pensions, investments and protection, helping pave the way to a more secure financial future.
We advise clients in finding a mortgage that best suits their needs; whether a first –time buyer, someone looking to move or re-mortgage, or a buy-to-let investor.
We provide expert financial advice, planning and services for Medical Professionals, including locum insurance, practice insurance, and NHS and private pension planning.
Individually Tailored Financial + Investment Advice
Based in Cross Hills between Skipton and Keighley, we offer Independent Financial Advice across West Yorkshire, North Yorkshire and East Lancashire. Clients choose Approachable Finance because of our flexible, 'no obligation' approach that offers independent, honest advice for improving wealth and investment plans based on gaining a thorough understanding of a client’s financial position.
We work flexible working hours, providing a 'free of charge' at home or office service. We understand that our clients are extremely busy and we are available to visit customers or set up meetings at our offices on evenings or at weekends.
- Would you like to retire early?
- Would you like to save for the future?
- Would you like to increase your income?
- Would you like make more of your pension?
IF the answer to any of those questions is YES, then we can help. Contact us for a NO OBLIGATION initial financial consultation.
How We Work
Gaining a thorough understanding of your financial circumstances is essential to offing the best advice. In the first instance, our financial advisor will visit you for a free financial health-check to determine your current financial position. We use a five-step financial planning process:
- Phase 1: Initial Meeting
- Phase 2: Financial Analysis
- Phase 3: Strategy Presentation
- Phase 4: Implementation
- Phase 5: Review
How We Are Paid
- 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.