Forty One Consulting Limited

Independent Financial Adviser Suite 104, Innovation Centre, Innovation Way, Heslington, North Yorkshire, YO10 5DG
First meeting at adviser's own cost
Response rating
FCA verified
18th February 2019
We Specialise in Pension, Retirement and Investment advice with ongoing reviews and planning. Holistic Financial Planning is our aim.
We can advise you on
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • Estate planning
    • Taxation planning
    • Wealth management
    • Corporate pension
    • Long term care
Meet our advisers
Chartered Financial Planner
Where to find us

Suite 104, Innovation Centre, Innovation Way, Heslington, North Yorkshire, YO10 5DG

Contact us
About us

We are a firm of Independent Chartered Financial Planners and work with you to provide solutions to your financial needs. Our areas of specialism include: Pensions, Money matters in divorce, Savings and Investments, Taxation, all Protection contracts including Life Cover, Income Protection and Critical Illness. We are Resolution accredited IFAs allowing us to work in both collaboratively and traditional cases.

Our services

Putting you at the heart of our business is a natural product of the advice process we follow. We identify your needs and then plan how these can be met. This Holistic approach builds on what we learn about you and your aspirations, giving you confidence that your financial needs will be met.
We help by:
• Taking time to gather in-depth research of your needs;
• Undertaking detailed analysis relating to potential solutions;
• Creating a personal action plan for you;
• Implementing those proposals and
• Monitoring outcomes on an ongoing basis and re-adjusting as necessary.

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

Similar advisers near you

Independent Financial Adviser 0.32 mi
As Chartered Independent Financial Planners, Thomas Heald provides bespoke planning and financial advisory services to individuals and corporate clients.
Independent Financial Adviser 0.56 mi
Independent expert advice tailored to your personal requirements and taking into account your financial circumstances.
Independent Financial Adviser 1.25 mi
Helping you make the most of your money, plan for the future and protect what you already have.
Financial Adviser (Restricted Whole of Market) 1.27 mi
We are Financial Advisers based in Harrogate, helping people to plan successfully for retirement and invest their wealth wisely.