Pennine Financial Planning Limited

It’s a fact that the majority of people have no idea where they are heading financially. They may have assets, investments, and/or high levels of income, but most people have no idea what it all means, or what sort of financial future they are going to get.
We invite potential clients for an initial exploratory meeting. The aim of this meeting will be to decide whether we would be the right people to advise you and whether our service would deliver to you significant value for money. This meeting will not involve you in any charge or obligation.

Pennine Financial Planning provide fee based financial planning advice to CERTIFIED AND CHARTERED FINANCIAL PLANNER standards, helping people plan the most efficient path to achieving their lifetime financial goals. We provide financial planning and advice for both individuals, families, sportspeople, trusts and businesses.

We at Pennine Financial Planning provide our clients with an honest appraisal of their current circumstances working with them to achieve their goals. Our current clients comprise individuals, couples, families, trustees, business owners and their businesses, of all ages and from all walks of life.

We cherish our independent fee-based status and consider it is the only way that a client can receive unbiased financial advice. We believe that true independence is achieved by offering a professional service for which the client pays a fee. We always discuss these in detail with our clients prior to undertaking any work to offer value for money without compromising on the quality of our advice.