Budge & Company Limited

Independent Financial Adviser 103-105 Station Parade, Harrogate, HG1 1HB
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
Our dedicated team will be happy to discuss ways to meet your individual needs, ensuring your long term financial security
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
adviser-person
Cherrill Braithwaite TEP Dip PFS
Associate Director
adviser-person
Terry Barnes DIP PFS
Director
adviser-person
Iain Budge DipFA MIFS
Managing Director
adviser-person
Nick Watson Dip PFS
Director
adviser-person
Graham Budge Dip PFS
Director
Where to find us

103-105 Station Parade, Harrogate, HG1 1HB

Make an enquiry
About us

The company advises individuals, corporate clients and trustees on life assurance, capital investments and estate planning. It also advises on all aspects on pension provision and through a subsidiary company provides actuarial advice and pensioneer trusteeship services for small self administered pension schemes. The company was founded in 1974 and employs 20 staff. It is valued by its clients for its continuing professional and personal service and for its close attention to detail.

Our services

We are a family run business that operates with traditional family values, priding ourselves on delivering a service that is as personal as it is independent.

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

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