Artisan Financial Ltd

Independent Financial Adviser  36 Broadway, Mexborough, South yorkshire, S64 8HQ
First meeting at adviser's own cost
Straight-talking, crystal-clear, independent advice, in Derbyshire & Yorkshire for fortysomethings, people 5–10 years from retirement & people retiring now
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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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Small business
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Travel
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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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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
John Hartley Dip PFS
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

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.

What our clients say
“John explained everything to me in language that I understood and genuinely had my best interests at heart to get me the best pension/annuity possible. He took the headache of sorting everything out away from me and I will always be grateful to him for this. Nothing was too much trouble and if I had a query he would respond promptly. If you need an IFA I would highly recommend John.”
SK, Barnsley
“Where do I start? I’ve known John many years, as far back as school, and even then he was a genuine, kind and thoughtful person. I find him to be very knowledgeable and when I struggle to grasp the subject, he takes the time to explain things until I understand. He is friendly, honest, approachable and professional. I can trust him implicitly and know that the advice that he gives is the best for me. I have and will continue recommending John because he delivers a first class service."
PF, Swinton
John explained all of the options that were available in plain English, and didn't mind when he had to repeat something because we didn't understand the first time. He spent a lot of time ascertaining what we wanted the pensions to provide for us in the future, & then set about helping us to achieve these goals. The fact that he's a very friendly and down to earth guy helped the process immensely.......he's never in a rush & is very patient so you don't feel pressured in any way. This is the first time we've had to seek help with financial planning & it was quite a daunting prospect, but John inspired a lot of confidence from the very first meeting & this has continued all the way through.
RD, Pontefract
John has always fully explained every step of the way what he is doing, because sometimes financial talk can be hard to understand! He's always smartly dressed and on time for our appointments. He spends alot of time listening to my needs, before advising us with always more than one way to choose what he feels us right for us and we are comfortable with. John always let's us know how much the cost will be before he goes ahead, so your never hit with unpleasant bill you didn't expect. I would defiantly recommend john, he's now become not only our financial advisor, but also a very good friend. It's always a pleasure to pop our kettle on for johns visits. A good nights contented sleep is always had after his visits.
Claire Mouzer, Swinton
About us

Our goal is simple: to help you live the life you want, without having to worry about money.

How do we do that? By providing High quality, independent financial advice, to clients across Yorkshire and Derbyshire.

We help three groups of people plan their financial future, and solve their financial worries:

Fortysomethings: With competing calls on your money, we will help you plan for the future, whilst ensuring you can enjoy life today.

People 5 – 10 years from retirement: Your mind will be increasingly focused on retirement. We will help you plan carefully for this stage of your life.

People retiring now: We will show you how to turn your pension plans into sustainable income for life, whilst leaving something behind for your loved ones.

In many ways, we are just like you: Straight talking, down to earth, but wanting the best out of life. Our independent financial advice will help you get just that.

We are local to you. And will make the effort to meet with you in your home, place or work, or somewhere else convenient for you.

Working with us, you can be confident your financial future is in safe hands.

Our services

Listening well:

By listening carefully, we can fully understand your financial concerns and future objectives. When we've done that, we produce a financial plan, which we guarantee to explain in plain English.

Straight talking

We know out clients want us to ‘tell it to them straight,’ whether it’s good or bad news.
You can rely on us to do just that.

Making the complex, simple:

Pensions and investments can be very complicated. You can rely on us to translate the complex stuff, so that you can understand it. Our clients tell us that this sets us apart from other advisers.

Where to find us
Head office address: 36 Broadway, Swinton, Mexborough, S64 8HQ
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 25th May 2020

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