1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. West Midlands
  6. breadcrumb-arrow
  7. Worcestershire
  8. breadcrumb-arrow
  9. Inkberrow
  10. breadcrumb-arrow
  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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 8th August 2022
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 8th August 2022

Similar advisers near you

Peter Blackhall at Midwinter Financial Planning
Independent Financial Adviser 0.27 mi
A Solihull based Chartered Independent Financial Adviser. I hold CII Level 6 Advanced Diploma in Regulated Financial Planning, and Certificates in Paraplanning, Pension Transfer Advice, Discretionary Investment Management, and Securities Advice & Dealing.
 
See profile
Beneficial Financial Management
Independent Financial Adviser 4.64 mi
I provide friendly, low-cost, easily understood planning for individual clients. Specializing in Pensions Planning, Drawdown, Long term Investments & Residential/Buy-to-let mortgages. Based in Alcester for office meetings & throughout the Midlands.
 
See profile
Rothesay Bennett Financial Planning
Independent Financial Adviser 4.94 mi
All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
 
See profile
Rothesay Bennett Financial Planning
Independent Financial Adviser 5.14 mi
All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
 
See profile