Armstrong Watson Financial Planning & Wealth Management

Independent Financial Adviser  Armstrong Watson, West Yorkshire, LS29 8HF
First meeting at adviser's own cost
We are a firm of Chartered Financial Planners who have been providing advice to clients approaching 50 years across Cumbria, Yorkshire, Northumberland and Scotland.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022
Meet our advisers
MISS Kerry Chaloner
Financial Planning Consultant

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

Mr Martyn Pottage
Financial Planning Consultant
Mr David Porter
Financial Planning Consultant
Mr Brian McNicol
Financial Planning Consultant

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

Mr Stuart Smith
Financial Planning Consultant
Mr Marcus Dodds
Financial Planning Consultant
Mr Simon Mayoh
Financial Planning Consultant
Mr Chris Hill
Financial Planning Consultant

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Ryan Anderson
Financial Planning Consultant

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

Mrs Amanda Heys
Financial Planning Consultant
Justin Rourke
Financial Planning Consultant

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

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

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

Mr Paul Moody
Financial Planning Consultant

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

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 with our compliments 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.

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 approaching 50 years. Visit our website to see our client testimonials and download our quarterly magazine Insight

Where to find us
Head office address: Armstrong Watson, 10 South Parade, West Yorkshire, LS29 8HF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 27th June 2022

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