Independent pension and investment advice, Boston Spa, Wetherby, West Yorkshire - read more ...
Independent mortgage advice, Boston Spa, Wetherby, West Yorkshire - read more ...
Life insurance advice, Boston Spa, Wetherby, West Yorkshire - read more ...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.
Latest News
Watch out for scam savings accounts or fixed rate bonds
Savings interest rates are at all time lows. For anyone with money tucked away, especially those who rely on the interest from that money to meet their spending needs, this is a pretty depressing stat ...
Buying a buy to let property via a Limited Company
Convential wisdown (i.e. internet forums) is indeed pretty in favour of using a Limited Company for buy to let properties, and there are some theoretical advantages of course, mostly the full deductio ...
Private landlords and the 2018 Budget - what changed?
There has been a lot of media attention on an announcement in the 2018 Budget about "lettings relief", but much of the coverage has misunderstood what has really changed.Under current rules, if you ...
Passive / tracker funds - what are they and why might you choose them?
Tracker funds and exchange-traded funds (ETFs) are investments that aim to mirror the performance of a market index. A market index follows the overall performance of a selection of investments. The F ...
