Companion Financial Planning LLP

Independent Financial Adviser Tadcaster Business Centre, 4-6 Bridge Street, Tadcaster, Tadcaster, North Yorkshire, LS24 9AL
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
We believe in working together with our clients to create a financial plan guiding to achieve financial freedom.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Income protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Long term care
Meet our advisers
Neil Price BSc Hons CFP
Chartered and Certified Financial Planner
Accreditations
Chartered Financial Planner Certified Financial Planner
Where to find us
About us

We are based in Cawood and Tadcaster North Yorkshire and are happy to see clients at our office or at their home. We offer a comprehensive financial planning service that helps clients achieve their goals by having the right amount of money in the right place at the right time.

The service we offer includes cashflow analysis, risk management, retirement planning (including advice on occupational, state and personal pensions) and later life advice incorporating inheritance tax mitigation and long term care.

Our services

We are different from conventional financial services companies you will meet:
• We are independent and work for our clients.
• We educate and advise rather than sell.
• We help you to achieve financial freedom.

Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

Similar advisers near you

Independent Financial Adviser 3.6 mi
We are a well established wealth management firm & currently manage client funds in excess of 42 million.
 
Independent Financial Adviser 3.81 mi
 
 
Independent Financial Adviser 3.81 mi
 
 
Independent Financial Adviser 4.33 mi
We are committed to providing our clients with independent and unbiased financial advice for life.