1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Scotland
  6. breadcrumb-arrow
  7. City Of Edinburgh
  8. breadcrumb-arrow
  9. Edinburgh
  10. breadcrumb-arrow
  11. Dalbeath Financial Planning Ltd

Dalbeath Financial Planning Ltd

Independent Financial Adviser  203 High Street, Boston Spa, LS23 6AA
check
FCA authorised
Last authorised 20th June 2022
We specialise in pensions, investments, mortgages and life insurance. Free initial consultation. Fast, friendly and low cost.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
MRS Wendy Cochran DipPFS, PhD
Director
MR Matthew Harris DipPFS, ASIP
Director
About us

Based in Boston Spa, West West Yorkshire, but advising clients across the UK, Dalbeath Financial Planning is a fully regulated, independent local firm offering low cost, high quality financial advice.

We cover pensions, investments, mortgages, life insurance and related matters.

IFAs Wendy Cochran and Matt Harris have decades of experience in financial services. We will take the time to understand your situation fully in a free face-to-face review, before carrying out in-depth research and making recommendations.

We are available to our clients at all times of day or weekend, and pride ourselves on offering a low-cost and professional service.

Check out our reviews page at <url hidden>, and please give us a call to see how we can help.

Our services

We have extensive investment and pension industry experience. We offer independent financial advice to individuals and small business owners, and always provide a free initial consultation. Get in touch today.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

203 High Street, Boston Spa, EH1 3QB

Similar advisers near you

GMB Portfolio Services Ltd
Independent Financial Adviser 0 mi
A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
 
See profile
Charles Stanley & Co Ltd
Restricted - whole of market 0.14 mi
Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
 
See profile
Cailean Ltd
Independent Financial Adviser 0.22 mi
We provide a financial planning service tailored to your needs to aim to help you understand where you are financially.
 
See profile
Paul Chada at True Potential Wealth Management
Restricted - whole of market 0.27 mi
I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.
 
See profile