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  11. Budge & Company Limited

Budge & Company Limited

Independent Financial Adviser  103-105 Station Parade, Harrogate, HG1 1HB
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FCA authorised
Last authorised 16th May 2022
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
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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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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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Traded endowment policies
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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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Critical illness
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Income protection insurance
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Life insurance
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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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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Graham Budge Dip PFS
Director
MR Iain Budge DipFA MIFS
Managing Director
MR Nick Watson Dip PFS
Director
MS Cherrill Braithwaite TEP Dip PFS
Associate Director
MR Terry Barnes DIP PFS
Director
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.

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

103-105 Station Parade, Harrogate, HG1 1HB

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