Brantwood Financial Planning Ltd

Independent Financial Adviser 43 Market Street, Huddersfield, West Yorkshire, HD1 2HL
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
3rd December 2018
All our advisers are Chartered Financial Planners who provide bespoke independent financial advice you can trust.
We can advise you on
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Critical illness
    • Life insurance
Meet our advisers
Christopher Brown APFS Cert CII (MP & ER) Chartered Financial Planner
Independent Financial Adviser & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Paul Dickinson APFS Chartered Financial Planner
Independent Financial Adviser and Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Chris has been providing myself and my family with financial advice for nearly ten years now. His technical knowledge is excellent and he is very easy to get on with. We have formal reviews twice a year with interim ad hoc meetings undertaken if appropriate. Chris also works closely with my Accountant and Solicitor to ensure that my overall financial requirements are met. I would be more than happy to recommend Chris.
Alan, Huddersfield
Since taking over as my Financial Adviser in 2005, the service I have received from Chris and Brantwood Financial Planning has been faultless. He has taken time to understand my objectives and needs and has recommended the most appropriate solutions. It is clear that Chris and his colleagues are 100% committed to their clients and I couldn’t be more satisfied.
Trevor, Huddersfield
I never thought I would find a little gold mine so close to home. This sums up my findings when I first contacted Brantwood in the Noughties. I was to discover they are a valuable, top quality Financial Services business. My main career was in Management Consultancy, but before retirement I was the Yorkshire Corporate Business Manager for 8 years in a renowned Insurance Company, so I am very familiar with parts of the Financial Service industry. I have found Chris Brown to be well qualified, technically knowledgeable and professional in all my dealings with him. He has truly earned the trust needed for a client to work closely with him. I wish to place on record my admiration for the work of his secretary Jane Walker. Her reliability is an asset to the business. Her efficiency in the administration of investments and initiative to overcome any difficulties are exemplary. As a longstanding client I have a positive experience of my dealings with Brantwood Financial Planning and I hope this will continue for a long time to come.
Lionel, Holmfirth
The forerunner of Brantwood Financial Planning was recommended to me as I approached my retirement in Huddersfield in 1996. Twenty years later I reflect how fortunate that I followed this advice. My lump sum was invested according to their suggestions and has been modified over the intervening years. A wide portfolio was also developed. The success of these investments has proved most comforting and reassuring in our retirement. Why stay with Brantwood when now living 250 miles away in South Wales? Mainly because it is a company in which I trust implicitly. Distance has never been a problem for any queries by email or ’phone are dealt with most promptly, always with efficiency and good Yorkshire humour. In addition an excellent newsletter keeps clients fully informed on all matters financial. I recommend using Brantwood Financial Planning without reservation.
David, South Wales
As a long-standing client of Brantwood Financial Planning, my experience in all matters with this company has been solely positive. Chris Brown is knowledgeable and efficient, whilst still friendly, readily accessible and honest in all dealings. The admin is handled refreshingly speedily by Jane and Debbie.
J.A.C, Leeds
My wife and I have been clients of Brantwood Financial Planning for many years. During that time, we have been advised by Paul Dickinson, who has given us very good advice and made excellent recommendations. He has also always been available to deal with enquiries, as they have arisen. It is this level of personal service that is a key element of Brantwood’s success and we would unreservedly recommend them to other potential clients.
Steve, Mirfield
We have been Clients of Brantwood for many years now, and have always found them to be courteous and helpful, giving first class service, and excellent financial advice. We would certainly recommend them to anyone wanting assistance or advice with their savings/pensions/investments etc.
Joan, Huddersfield
Paul Dickinson has been my personal financial adviser for sixteen years and over the same period has provided pensions and life assurance advice to my business. Paul provides high quality advice and delivers it in an efficient, straight forward and personable manner. I would not dream of seeking financial advice from anyone else”.
Roger, Leeds
I have been a Client of Brantwood FP for very many years, and am impressed with their level of expertise and depth of experience. I have always followed their professional advice with all my investments and have been extremely fortunate with the outcome. I am confident that the Directors keep well ahead of changes in financial regulations (current and pending) and advise their Clients accordingly. I would recommend them unreservedly as outstanding FInancial Planners.
Jocelyne, Huddersfield
I would like to thank you and your staff for the work Brantwood has carried out on my behalf. I have been treated in a professional and courteous manner at all times. I would recommend your company without hesitation
Stephen, Huddersfield
Where to find us

43 Market Street, Huddersfield, West Yorkshire, HD1 2HL

Contact us
About us

At Brantwood Financial Planning, we believe that the appointment of the right Independent Financial Adviser is fundamental to your future wealth and prosperity. Based on our combined experience, professional qualifications and "Adviser to Client ratio", we are confident that all your financial planning goals can be achieved by becoming one of our clients.

We have also been granted "Corporate Chartered" status by the Chartered Insurance Institute, the most highly regarded award currently available within our Profession.

We pride ourselves on the fact that only our Directors will offer you the guidance and financial advice you need. You are assured of a very personal yet highly professional service from the Directors of our Company who between them, have over sixty years experience in financial planning.

All our Directors are Chartered Financial Planners, which is the highest level of qualification currently awarded by the Chartered Insurance Institute

Our services

At Brantwood Financial Planning Ltd all our advisers are Chartered Financial Planners and Independent Financial Advisers. We work closely with our clients to provide investment, pension, IHT and tax planning advice that is always tailored to their personal needs and circumstances.
One of our key focuses is to add real value to our clients' situations. We make time to understand our clients, their current position and their longer term aspirations.
Our low client numbers mean that we can provide a very bespoke, pro-active service to all our clients.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000

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