Budge & Company Limited

Independent Financial Adviser  103-105 Station Parade, Harrogate, North yorkshire, HG1 1HB
First meeting at adviser's own cost
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
7.0/10
check
FCA authorised
Last authorised 17th February 2020
Meet our advisers
Graham Budge Dip PFS
Director

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

Nick Watson Dip PFS
Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

Iain Budge DipFA MIFS
Managing Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Terry Barnes DIP PFS
Director

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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

Cherrill Braithwaite TEP Dip PFS
Associate Director

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

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

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.

Where to find us

103-105 Station Parade, Harrogate, HG1 1HB

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 17th February 2020

Similar advisers near you

Independent Financial Adviser 0.4 mi
We put you in a position where you can make informed decisions about your money. Simple and transparent.
 
Independent Financial Adviser 0.48 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
Independent Financial Adviser 0.65 mi
One of the leading providers of independent financial planning in the UK. We specialise in pensions. Investments and tax planning.
 
Independent Financial Adviser 0.66 mi