Companion Financial Planning LLP

Independent Financial Adviser  Tadcaster Business Centre, Tadcaster, North Yorkshire, LS24 9AL
First meeting at adviser's own cost
We believe in working together with our clients to create a financial plan guiding to achieve financial freedom.
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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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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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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Estate 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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 11th October 2021
Meet our advisers
MR Neil Price BSc Hons CFP
Chartered and Certified Financial Planner
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.

Where to find us
Head office address: Tadcaster Business Centre, 4-6 Bridge Street, Tadcaster, Tadcaster, LS24 9AL
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 11th October 2021

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