2 Plan

Independent Financial Adviser  3rd Floor, Leeds, West yorkshire, LS11 5BZ
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FCA authorised
Last authorised 15th January 2020
We can advise you on
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Equity release
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Offshore investments
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Traded endowment policies
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Unit trusts
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Buildings and contents
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Healthcare
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Stockbroking services
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Long term care
Meet our advisers
Julie Elizabeth Elliot
Ifa
About us

As an independent financial advisor I can provide advice on investments, retirement planning, inheritance tax planning and the financial protection of your family or business. I work on a fee or commission basis. All costs will be discussed at your first meeting, which is free of charge.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ

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