Approachable Finance Ltd

Independent Financial Adviser  24 Main Street, Glusburn and cross hills, North yorkshire, BD20 8TF
First meeting at adviser's own cost
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Estate planning
check
Taxation planning
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Response rating
7.0/10
check
FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Christopher Dixon BSC (HONS)
Director

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.

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

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.

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!

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 23rd January 2020

Similar advisers near you

Restricted - whole of market 0.09 mi
Pensions, Investments and Protection products are my main speciality.
 
Independent Financial Adviser 0.53 mi
We pride ourselves in delivering exceptional service, and helping you to build sound financial plans for now and the future.
 
Independent Financial Adviser 2.77 mi
We believe in working with our clients to provide them with proactive financial advice tailored to them.
 
Independent Financial Adviser 4.07 mi
Looking for exceptional service, bespoke advice and great value from a Chartered Financial Planner? Then please give me a call.