Portal Financial Planning Ltd.

Independent Financial Adviser 10 New North Parade, Huddersfield, West Yorkshire, HD1 5JP
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th September 2019
As Independent Financial Advisers based in Huddersfield and serving Yorkshire, we can help you with every aspect of financial planning.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Richard Kaye
Director
Steven Haigh BSc (Hons) APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
Where to find us

10 New North Parade, Huddersfield, West Yorkshire, HD1 5JP

Make an enquiry
About us

Started in 2012, Portal Financial Planning Ltd is a Huddersfield based Independent Financial Advisers. Steven Haigh and Richard Kaye have over 50 years experience between them as Financial Advisers and have both been Independent for nearly 20 years.

Our services

Our purpose at Portal Financial Planning is ‘ to help our clients understand, protect and increase their assets.’ We offer a wide range of different, yet effective solutions; An ethical way of dealing with our clients, A truly unique advisory process, Advanced servicing for all of our clients. Using the web to its full potential, all of our clients get an individual online view of their financial affairs, instant valuations on policies and a chance to communicate with their own secure message service. Alongside is a very Personal Service.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Portal Financial Planning Ltd. is authorised and regulated by the Financial Conduct Authority. Registered as a Limited Company in England and Wales No. 7972074. The Financial Conduct Authority does not regulate some commercial and agricultural mortgages, some buy to let mortgages, loans secured on a second charge and advice on some taxation matters including inheritance tax planning. Registered Head Office: 10 New North Parade, Huddersfield HD1 5JP

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