What our clients say

  • "Very satisfied with the excellent advice received regarding investments. Recommended to friends and family who have also valued the knowledge and guidance given"
    Maureen Gregor
  • "Our family have used Dalbeath a number of times and always received a prompt, friendly and efficient service. They cut through the jargon and have provided just what we were looking for"
    Colin Dolbear (pension advice)
  • "Very helpful and efficient. Highly recommended"
    Brian Weeks (income drawdown advice)
  • "I received advice from Matt regarding this and found him to be very knowlegable and professional in dealing with my enquiries"
    Stuart Watson
  • "Prompt, pleasant and specific response to queries regarding defined benefit pension transfer"
    Graeme McGinnis

Welcome to Dalbeath Financial Planning

Dalbeath Financial Planning Ltd is a firm of independent financial advisers (IFAs). Our office is in Boston Spa, Wetherby, West Yorkshire but we offer advice to clients across the UK. As fully qualified and regulated IFAs we can advise you on your pensions, investments, mortgages, life insurance, estate planning and small business needs. We hold the CII Chartered Financial Planner status.

The directors are Matthew Harris and Wendy Cochran, both qualified IFAs, who both have extensive experience in the investment management and pensions industry.

We believe that being an IFA means being fair and honest with our clients, and offering good value for money. We don’t use jargon, and we will make sure you understand our recommendations clearly. We look forward to speaking to you.

Independent financial advice. Regulated by the Financial Conduct Authority (FCA no. 603653). Company no. SC450460