Palm Financial Management Ltd

Independent Financial Adviser  1200 Century Way, Leeds, West Yorkshire, LS15 8ZA
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FCA authorised
Last authorised 1st March 2021
Friendly, professional Independent Financial Advisers, specialising in Pensions, Investments, Protection and Mortgages, call now for a free initial consultation.
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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Building your home
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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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Equity release
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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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Offshore investments
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Socially responsible 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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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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
MR Scott Glover DipPFS, Certs CII(MP & ER)
Director
About us

Palm Financial are Independent Financial Advisers which means that we review the whole financial market to find the best solution for your needs. We are friendly and approachable, our aim is to provide high quality bespoke financial planning and advice that addresses our clients' financial needs. We cut through the jargon and advise on how best to structure your finances.

Our services

We believe in providing financial advice on any area in clear and simple terms. Our local reputation for providing professional, quality financial advice is essential to us so we'll ensure you're completely comfortable with using our service before you proceed. We will create a personalised plan helping you to achieve your goals and use our expertise to find the best solution for you, even if you have already made some plans, we may have some new ideas.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

1200 Century Way, Thorpe Park Business Park, Leeds, West Yorkshire, LS15 8ZA

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