Philpott Financial

Independent Financial Adviser  Philpott Financial, Denby dale, West yorkshire, HD8 9DA
First meeting at adviser's own cost
We believe great financial advice is at the core of building a more certain financial future for our clients. We aim to provide peace of mind that your financial future is more secure as a result of working with us, which is why we offer a no obligation initial meeting to demonstrate the benefits of becoming a client.
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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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Taxation planning
Response rating
10/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Benjamin Philpott DipPFS
Independent Financial Adviser

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Henry Philpott DipFA
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
I have used Philpott Financial for a number of years & have always found them to be helpful & very informative. Upon my retirement they gave me good advice & made sense of the chaos that was my pension pot. I meet with Ben at least annually to review my finances & nothing is too much trouble. All in all I am very satisfied with the service I receive & the honesty of the advice
J Hodgson, Halifax
I have used Philpott Financial for many years. They have always provided a knowledgeable and trustworthy service with a relaxed and friendly style. I have used their advice for my life and savings policies, and more recent pension reviews and investment arrangements. I would highly recommend Philpott Financial.
G Dyson, Huddersfield
Ben Philpott has always provided me with an excellent & trustworthy service. I have been impressed with the depth & extent of his knowledge of financial products. The annual reviews undertaken have been comprehensive & thorough. Ben has always provided a prompt reply to any of my queries. So I would not hesitate in recommending Philpott Financial to you.
M Stansfield, Holmfirth
We use Philpott Financial for our investment and retirement planning and would highly recommend both Ben and Henry. They are extremely professional and are a true credit to the profession and their ever growing family business. Financial services wasn't a knowledgeable field of ours, but with the clarity of advice given and professional manner received, I was soon able to process and thoroughly understand everything that I needed to know.
N & T Day, Dewsbury
About us

Philpott Financial are a personal and professional business that cares about clients and keeping their client’s interests at the heart of the business.

We really enjoy helping individuals understand and make the most of their financial situation and take pride in building long term client relationships.

Our ongoing review service, which you can sign up to, is designed to demonstrate the added value of working with Philpott Financial.

Where to find us
Head office address: Philpott Financial, 14B Commercial Road, Skelmanthorpe, West Yorkshire, Huddersfield, HD8 9DA
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 3rd August 2020

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