2 Plan

Independent Financial Adviser 3rd Floor, Bridgewater Place, Water Lane, Leeds, LS11 5BZ
FCA verified
18th November 2019
We can advise you on
    • Equity release
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investment trusts
    • OEICs
    • Offshore investments
    • Traded endowment policies
    • Unit trusts
    • Buildings and contents
    • Healthcare
    • Stockbroking services
    • Long term care
Meet our advisers
adviser-person
Julie Elizabeth Elliot
Ifa
Where to find us

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

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.

Advice methods
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0