Eastwood Financial Services Ltd

Independent Financial Adviser Pennine House, Lowfields Close, Lowfields Business Park, Elland, Halifax, HX5 9DA
First meeting at adviser's own cost
Response rating
10/10
FCA verified
3rd December 2018
Giving you 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
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Tim Ball DipPFS
Independent Financial Adviser
John Smith DipPFS
Director
Karen Wynard DipPFS
Managing Director
Richard Turner DipPFS
Independent Financial Adviser
Dominic Cooney APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Anthony Flowers LLB, APFS
Director
Accreditations
Chartered Financial Planner
Hazel Manley DipPFS
Independent Financial Adviser
John Bramwell APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Warwick Busfield DipPFS
Independent Financial Adviser
Clive Yemm APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
We have worked with the team at Eastwood Financial Services Ltd for many years now. We work in close partnership with them, managing investment portfolios on behalf of some of their clients. Our experience of the firm is that they put the client at the heart of their proposition. They also expect any investment partners they work with to provide a high level of service and good performance, factors which ultimately drive a positive experience for their clients. Unsurprisingly they are very much ‘on the ball’, regularly contacting us for updates in terms of our views, client performance and any changes to our proposition. It is no surprise that the business continues to grow strongly.
David Cadwallader, Assistant Director, Brewin Dolphin
As a Company we have now been using Eastwood Financial Services as Brokers for our Insurances and Pension provision for all of our personnel from Directors to Trades people for the past 14 years. In the first instance they secured our Insurance coverage at a considerable saving and since then have maintained the cost at less than inflation. Our involvement has been kept to a minimal level with Eastwoods undertaking all of the negotiations and handling of Claims etc. Their staff are responsive, courteous and professional in their approach. This has led to us maintaining our relationship over these last 14 years and never seriously wishing to change Companies.. We would strongly recommend Eastwoods to any Company within the Engineering Sector, looking to change Insurance/Pension Brokers.
David J Billington, Director, Tei Ltd
Where to find us

Pennine House, Lowfields Close, Lowfields Business Park, Elland, Halifax, HX5 9DA

Contact us
About us

At Eastwood Financial Services we pride ourselves on diligent financial planning and providing sound advice and support to guide you through the twists and turns of life.
Based in West Yorkshire for over 40 years, we are an independent firm of advisers providing financial planning advice to a diverse range of private and business clients. A gold standard for our industry, we have also been awarded Corporate Chartered status by the Chartered Insurance Institute (CII).
Building long-term relationships and gaining trust and confidence is at the heart of what we do, so we aim to achieve good outcomes for all of our clients, at all times. The integrity and professionalism of our staff, combined with our client centric ethos, enables us to fulfill our goal.
To find out more about us and what we can do to help you and / or your business, please give us a call, visit our website or follow us on social media.

Our services

We are ideally placed to offer a full range of financial planning services and our team of advisers can assist with whatever you are looking to achieve. As well as working with private clients, we can also provide the planning and advice your company may need, including workplace pensions, employee benefits and insurance.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

Eastwood Financial Services Ltd offers independent financial advice to private and business clients across Yorkshire from our office in Elland. Eastwood Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA). We are entered on the Financial Services Register No 188860. The Financial Conduct Authority does not regulate taxation and trust advice. VAT number 175819960. Registered address: Northumberland House, Northumberland Street, Huddersfield, West Yorkshire, HD1 1DT.

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