Response rating
9.0/10
FCA verified
20th November 2017

Armstrong Watson Financial Planning & Wealth Management

Independent Financial Adviser Third Floor, 10 South Parade, Leeds, West Yorkshire, LS1 5QS
First meeting at adviser's own cost
We believe in working with our clients to provide them with proactive financial advice tailored to them.
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Sub prime
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
Emil McKenzie DipPFS
Financial Planning Consultant
Helen Tansley DipPFS
Client Telephone Adviser
Where to find us
About us

We're a Chartered Financial Planning firm part of the Armstrong Watson group. We have offices across Cumbria, Yorkshire, Northumberland and Scotland.

As no two people or businesses are the same, our approach is to step into our client’s shoes and see their situation from their perspective, which provides us with a clear understanding of their aspirations and objectives. This helps us shape our independent financial advice and provide an effective, personalised planning service to all our clients.

We believe in working with our clients to provide them with proactive advice and solutions.

Financial advice isn't often a stand alone activity and where relevant, we're able to work with other specialists from the accountancy, tax and business advisory areas of our group to ensure solutions are tailored specifically to your circumstances.

Your initial meeting is at our cost and provides you with the opportunity to ensure that you are comfortable working with us and for our Financial Planning Consultant to establish your needs and objectives and make an assessment of the work to be undertaken.

We'll explain all costs which will be payable for our advice and services but won't charge you until we have agreed it with you.

Our services

With an ever increasing range of financial solutions available and information which can be accessed far more easily, the challenge is how to identify the right strategy.

This is where we work with clients to ensure they have a clear plan, focused on achieving their goals and aspirations.

Our qualified independent financial advisers have access to the whole of the market and have the expertise to help you develop your business and personal financial strategies.

We’ve been providing bespoke financial planning advice for over 30 years.

Visit our website to read our blog, client testimonials and download our quarterly magazine.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Armstrong Watson Financial Planning & Wealth Management is a trading name of Armstrong Watson Financial Planning Limited. Registered as a limited company in England & Wales No. 7208672 Registered office: 15 Victoria Place, Carlisle, Cumbria, CA1 1EW

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