Approachable Finance Ltd

Independent Financial Adviser 24 Main Street, Cross Hills, North Yorkshire, Keighley, BD20 8TF

First meeting at adviser's own cost

Response rating

7.0 /10

19th August 2019

Approachable Finance was started as the director felt the advice offered by banks and 'tied/restricted' financial companies was poor.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Buy to let
- Buying first home
- Flexible mortgages
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Estate planning
Business
- Group pensions
- Group protection

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Meet our advisers

Christopher Dixon BSC (HONS)

Director

Qualifications & Accreditations Hide qualifications

J01 - Personal Tax (CII)

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Where to find us

24 Main Street, Cross Hills, North Yorkshire, Keighley, BD20 8TF

Make an enquiry

About us

Based in Cross Hills Village ideally situated between Skipton and Keighley we offer Independent Financial Advice over the whole of West Yorkshire, North Yorkshire and East Lancashire. Clients use us because of our friendliness and 'no obligation' nature and we work compliantly face to face with our clients, or for those who prefer, over the phone.
We also work on a flexible working hours basis and provide a 'free of charge' at home service.

Our services

We treat clients as individuals and think we are down to earth and explain complicated financial solutions in simple, easy to understand terms. This includes being upfront and honest about costs so there are no hidden surprises!

Compliance

Approachable Finance (IFA) is a trading name of Approachable Finance LTD which is authorised and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Mortgages
- Buy to let
- Buying first home
- Flexible mortgages
- Next home / Remortgaging
- Right to buy
- Self-employed mortgages
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Accident & sickness
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Estate planning
Business
- Group pensions
- Group protection

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Compliance

Approachable Finance (IFA) is a trading name of Approachable Finance LTD which is authorised and regulated by the Financial Conduct Authority.

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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