Tenet Financial Services
At Tenet Financial Services we have one goal – to help you achieve financial peace of mind.
Our aim is to provide the advice you need and help ensure your finances are in the best possible place to match your individual circumstances and aspirations.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 1st March 2021
Meet our advisers
Mr David Mitchell
Qualifications & Accreditations
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
We do this by providing expert financial advice and building a financial plan which is tailored to fit your circumstances, focusing on your needs today, future goals and aspirations.
We’re here for the long term and look forward to delivering quality service and advice, both now and in the future.
“Good advice is worth its weight in gold”
Our advice covers the full range of financial areas, including retirement planning, protection and insurance, building an effective investment portfolio, long-term care planning, and mortgages to name just a few. We can provide a full holistic advice service or simply help you with just part of your financial planning - the choice is yours.
First meeting at advisers own cost
Where to find us
Head office address: 5 Lister Hill Horsforth, Leeds, LS18 5AZ
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Online (Live chat, video, email)
Face to face