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

16th September 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

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection

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Meet our advisers

Cherrill Braithwaite TEP Dip PFS

Associate Director

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

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

Dip PFS - Personal Finance Society Diploma (PFS)

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

Terry Barnes DIP PFS

Director

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

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

AFPC - Advanced Financial Planning Certificate (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

Iain Budge DipFA MIFS

Managing Director

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

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

Nick Watson Dip PFS

Director

Qualifications & Accreditations Hide qualifications

G60 - Pensions (CII)

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

K10 - Retirement Options (CII)

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

Dip PFS - Personal Finance Society Diploma (PFS)

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

Graham Budge Dip PFS

Director

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

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

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.

Make an enquiry Request a call back Show number Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
- Socially responsible investments
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection

Advice methods

Telephone
Face to face

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Website

Make an enquiry Request a call back Show number Recommend to a friend

Contact options

Make an enquiry Request
a call back Show number Recommend to a friend

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