The Financial Planning Practice

Independent Financial Adviser The Financial Planning Practice, 52-53 Pegholme, Wharfebank Mills, Ilkley Road, West Yorkshire, Otley, LS21 3JP
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
Our priority and specialism is providing expert advice to help our clients enjoy the retirement they deserve.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Paul Turner B.A.(Hons) CFP ACII ATT DipPFS AIFP
Principal Partner
Accreditations
Chartered Financial Planner Certified Financial Planner
What our clients say
Facts speak for themselves: I was recommended Paul Turner by a friend and have now been receiving advice from him for 13 years and I have in turn recommended him to close friends who I know are wholly satisfied with the service they receive. Paul really makes an effort in the beginning and at regular intervals to meet up in person and understand your priorities at present and aspirations for the future. He's guided me through being a young professional to buying my first house, subsequent house and job moves and worked to put a strong financial scaffold in place now I'm starting a family and looking ahead to my retirement. He and his team are always quick to repsond to any queries or changes in circumstances I have as well as being proactive in flagging up any changes in, for example, tax and pension law and being specific about how this might affect me. As well as face to face meetings they offer telephone and internet conferencing consultations at convenient times which is brilliant as I work full time. Family members in other parts of the country have looked for financial advice at times in the past and I know from their experience that Paul offers excellent value for money. In short Paul offers an exemplary service which leaves you feeling like it is important to him to understand you as an individual and handcraft the product needed rather than just trying to sell you something off the shelf which might not quite be the right fit - I would highly recommend him.
Nicola, North Yorkshire
I have known Paul in a professional capacity for 20 years. In that time I have received sound advice from him on matters of mortgages, income protection, health and life insurance, investments and pensions. I trust his judgement and feel he has taken considerable time in understanding the health care sector. I am confident that he puts my needs and potential needs first when offering advice and understands my attitude to risk. I have no reservations in recommending Paul and his team to anyone seeking financial advice.
Mike, South Yorkshire
Paul provides excellent advice across a range of products with an emphasis on long-term planning and minimising cost. He has a broad knowledge and is agnostic as to who the provider is - he looks for the best product or service for the customer.
Andrew, Buckinghamshire
Paul has been invaluable in giving me financial advice on a number of occasions...highly recommended! He is more than happy to be completely transparent regarding fees which is most refreshing. He has even recommended a product for which he received no remuneration / commission on the basis that it was best for me...I don't think you can beat that!!
Chris, Wakefield
I have known Paul for almost fifteen years. He has consistently provided excellent personal service over that time. I have recommended him to many friends and colleagues whom I know have been equally satisfied with his professional advice. His explanations are always clear - both in verbal and written form. He provides clear advice regarding after establishing your personal view of financial risks.
Michael, North Yorkshire
Paul Turner has provided solid advice for a number of years . He has monitored investments & has advised when changes were appropriate - when providers were not doing so well or when my personal circumstances had changed. He has advised about the ethical status of providers & explained risks involved with long & short -term planning . Paul has been supportive & approachable & has a friendly, straight-forward manner & is completely trust-worthy.
Jennie, South Yorkshire
Paul is excellent, he has been my adviser for over a decade. I trust him completely and he's helped me out enormously in the past when I'm in a pickle, and is always a prompt responder and gives you the time you need if you need to speak to him. He will present you with options and help you decide, is very honest and believable.
Jason, Lancashire
Paul did an excellent job of understanding and consolidating my various pension plans, even though this wasn't required of him at the time (he was engaged by my employer to manage their pension plan, and was under no obligation or incentive to spend time on unrelated plans). He offers sound advice, and understands my goals and attitude to risk. He is clear and open in all our dealings, and I find his advice extremely useful in planning for my retirement.
Pete, Cambridgeshire
Paul is very personable and easy to talk to and makes the subject of 'Financial Planning' much more understandable; He is conscientious, dedicated and always acts on what is best for his client, and I have always been very impressed with the amount of effort Paul puts in on my behalf. A Financial Adviser is only as good as his results, and so far his results for me have been excellent. I would have no hesitation in recommending Paul and The Financial Planning Practice to anyone.
Simon, Cambridgeshire
Meticulous in planning advice and attention to detail - Paul takes a comprehensive overview of aspects of financial planning and takes a long term view. He has a strong sense of balancing advice to optimise return and minimise risk. He has spotted several potential issues which could have resulted in a loss.
Malcolm, South Yorshire
Paul is totally conscientious and always acts on what is best for his client, even if the advice he gives does not give him commission. I have always been very impressed with the research Paul puts in on my behalf and would not hesitate to recommend him to anyone.
Mark, Cambridgeshire
Paul has an excellent knowledge of the pension and investment markets, legislation and taxation. He is able to explain the choices and effects in straightforward terms to his clients. His attention to detail and dedication to his clients is top notch, making working with him error- and stress-free.
Stan, Buckinghamshire
It gives me great pleasure to have the opportunity of recommending Paul Turner of The Financial Planning Practice to others. Paul has been my financial adviser not only since he founded the Practice but also for some years before that when he was with the Financial Services department of the British Medical Association. Over that period Paul has not just passively managed the financial affairs of my wife and myself but has always been on the watch for changes in the financial markets or in our personal circumstances requiring adjustments to our assets and investments. I have never had the slightest reason for doubting the soundness of Paul's advice and it has always been a pleasure to work with him as a person.
Bruce, South Yorkshire
Where to find us

The Financial Planning Practice, 52-53 Pegholme, Wharfebank Mills, Ilkley Road, West Yorkshire, Otley, LS21 3JP

Make an enquiry
About us

I am a highly qualified Chartered Financial Planner, regulated to advise on the entire market range of savings and investments. I established The Financial Planning Practice 19 years ago, and together with my small and talented team, I deliver expert advice and first class customer service, whilst always remaining cost conscious. I always aim to build long term relationships with clients and offer regular reviews to ensure that any changes in priorities or circumstances are accounted for. We have a fully transparent fee structure so that our clients understand exactly how they pay us for our services.

Our priority and specialism is helping our clients to plan for and enjoy the retirement they deserve. We work closely with them to understand their priorities and aspirations and help them design and implement a well thought out financial plan to enable them to enjoy their retirement whilst having peace of mind that their money is wisely invested and their future is secure.

Please take a moment to read the reviews below that some of our existing clients have written about us and and do get in touch if you would like to meet me for an initial exploratory meeting.

Our services

Our main area of expertise is holistic financial planning, with an emphasis on helping people prepare for and enjoy their retirement whilst having peace of mind that their future is secure. We are experts in investments and pensions.

We provide top notch personalised advice you can rely upon and offer regular reviews to take account of changing circumstances. Our small and talented team delivers excellent customer service, and keeps our clients fully informed of the work we are doing on their behalf.

We have a fully transparent charging structure so that our clients understand exactly how they pay us.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0

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