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

10/10

19th November 2018

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

Mortgages
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
- Right to buy
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
Business
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
- Taxation planning

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

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.

We can advise you on

Mortgages
- Buy to let
- First time buyers
- Flexible
- Remortgage
- Residential
- Right to buy
- Self employed
Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Accident & sickness
- Buildings and contents
- Critical illness
- Healthcare
- Income protection insurance
- Large business
- Life insurance
Business
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group protection
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Financial planning
- Wealth management
Tax & trust planning
- Estate planning
- Taxation planning

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.

Contact options

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