Channel One Financial Planning LLP

Independent Financial Adviser  Channel One Financial Planning Llp, Ledston, West yorkshire, LS25 7BF
First meeting at adviser's own cost
We are pensions specialists, guiding our customers on their journey into retirement, helping to make the right decisions for them.
We can advise you on
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Annuity purchase
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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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Wealth management
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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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Unit trusts
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Daniel Eatwell DipPFS
Independent Financial Adviser
Andrew Womack DipPFS
Independent Financial Adviser
Chris Taylor DipPFS
Independent Financial Adviser
About us

Channel One was founded in 2006 by a small group of experienced financial advisers, bringing together more than 50 years of combined expertise in pensions and investments. Today the firm offers completely independent financial advice to clients across the Yorkshire region, providing a personal, friendly, flexible service to ensure that clients optimise their savings and investments to meet their long-term aspirations.

Our services

In order to make sure you get the right advice for your needs, we offer a free "Discovery Meeting" to all new clients. This can be done over the phone or face to face and is an opportunity for us to get to know each other, find out your needs and expectations and to answer any questions you might have before going through the financial planning process.

The Financial Planning Process:

There are four stages to the financial planning process, each of which is separately costed, although the initial consultation (Discovery Meeting) is free:

1. Initial consultation;
2. Financial Review and Recommendation;
3. Arranging and Setting up your Investment;
4. On-going Service and Reviews;

Initial Consultation:

The initial consultation (a ‘Discovery Meeting’) will comprise of:
• An initial meeting with one of our qualified financial advisers;
• An opportunity to ask questions and understand what we do;
• Opportunity for us to establish what your financial needs and objectives are;
• Discuss our service propositions and costs involved;
There is no charge for this initial consultation

Where to find us
Head office address: Channel One Financial Planning Llp, Unit C12, Ledston Luck Enterprise Park, West Yorkshire, Leeds, LS25 7BF
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020

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