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  11. Tenet Financial Services

Tenet Financial Services

Independent Financial Adviser  5 Lister Hill Horsforth, Leeds, LS18 5AZ
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
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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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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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Traded endowment policies
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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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Critical illness
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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
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Response rating
7.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr David Mitchell
Financial Adviser

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

Accreditations
Certified Financial Planner
About us

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 services

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
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

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