Dalbeath Financial Planning Ltd

Independent Financial Adviser  203 High Street, Boston Spa, LS23 6AA
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FCA authorised
Last authorised 22nd November 2021
We specialise in pensions, investments, mortgages and life insurance. Free initial consultation. Fast, friendly and low cost.
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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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Socially responsible investments
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Unit trusts
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Lump sum
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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
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
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

203 High Street, Boston Spa, EH1 3QB

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