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staff CV's

to read brief Cv's about our staff please click a link below:

norman deakin

robert macpherson

peter thomas

pete bedwell

Gwynn Roe

Janice Eyres

Pam Thornton

 

about us

As Independent Financial Advisers we always act in the best interest of our clients, providing them with unbiased impartial advice, based on the complete range of financial products offered by banks, building societies, insurance or investment companies to improve their quality of life through professional financial planning.

The benefits to be gained can be greatest when people are facing major change such as preparing for retirement, adapting to redundancy, taking stock at mid career or coping with the financial position on bereavement.

Its times like this Ridings FP LLP are able to provide sound, impartial guidance in the following ways:

Group Seminars

Seminars prepare people for a new way of life by communicating valuable information and fostering positive attitudes to change, in a friendly, informal environment. Individuals can listen and learn in the reassuring company of people in similar circumstances.

Counselling

Seminars can provide much valuable information but to maximise the benefits, individual follow up is essential and our counselling services do just that.

They are designed to set people on course in a new phase of life by giving them the opportunity to discuss their personal financial situation in private, face to face with an experienced Independent Financial Adviser.

The counsel process comprises of two stages:-

The Review Meeting

Carried out by a professional qualified Independent Financial Adviser at your home, place of work or our Ilkley office. This meeting is a confidential discussion conducted in private, assessing your present financial situation and future plans without obligation and free of charge.

The Report

Presented in writing for consideration at your leisure containing impartial, unbiased financial advice, prepared free of charge and without obligation to act on the recommendations. A follow up discussion and implementation is available on request, again without charge. If our advice is followed and a product is purchased there may be a fee or commission payable. Full details of which will be included in the report thereby ensuring that the costs involved are clear before any decision to proceed is made.

Should you feel we can be of assistance on any issue, then please contact our Ilkley office.

Tel: 01943 816080

Fax: 01943 816070

Email: gwynn@ridingsfp.co.uk