We don’t believe in the traditional one-size-fits-all approach. Instead we’re led by your needs and hopes.
In this way we offer professional financial advice not just to the wealthy, but to everyone.
Which advice level is best for you?
We believe financial planning should be for everyone. We achieve this with both traditional person-to-person interaction, and cutting-edge financial technology.
Take our short quiz to see our recommended advice level, or scroll below to choose yourself.
Full advice
Traditional, face-to-face planning remains the bedrock of financial planning. This model is recommended for those with significant wealth or complex needs. Advice can be given in person, or by video call if preferred.
Hybrid advice
The hybrid model allows you to manage your finances with technology but also get professional advice when required. This means you only pay for the advice you need. Partial advice offers real freedom of choice.
Self-managed
Technology can put investment planning into your hands. Ideal if you don’t have complex needs. Self-managed services are available online or as an app. This model comes without the typical financial planning costs.
The team at Seventy Financial Planning have provided my wife and I with invaluable expert advice and support over a number of years. Their services are very professional and first class. I would not hesitate to recommend them to anyone seeking independent financial advice.
Seventy brought real clarity to my personal situation, highlighting areas that need attention and which were performing well. I appreciated the genuine desire to understand my personal situation. The unhurried and professional approach made Seventy a pleasure to work with.
Chris from Seventy sat with me and assessed my needs and how risk averse I am. He then provided me with a full review of findings and investment options. I am now in a better financial position than I would have been without his advice and I have been able to take early retirement.
Seventy has been a real lifesaver for us. Our investments with a previous firm were rapidly depleting. This would have resulted in severe difficulties for us. Seventy stabilised and grew our investments. That this was achieved in the difficult markets we are seeing is impressive.
I have enlisted the help of two leading members of Seventy Financial Planning over the past few years – Chris Riley and Andrew Brierley. Both have been fantastic and relaxed in their friendly Yorkshire manner! In fact all of the team at Seventy are great. Highly recommended.
My wife and I first contacted Chris at Seventy some 10 years ago. We were very impressed with him and the advice we were given, and have been ever since. It is good to know that our finances are being taken care of by such a competent adviser and I would recommend Chris’s services to anyone.
My Seventy portal
Get a clear, uncomplicated view of your finances in one place. Your investments, savings, pensions, insurances, mortgages, loans and property alongside all the associated paperwork.
- View your investment portfolio
- Quickly access your insurance details
- Set up reminders for important financial events
- Securely store all your important documents
- Track your property values
Four steps to a plan
The same process for every client, whether we meet in person or on screen.
Fact finding
First things first, we get to know you: your objectives, your worries and what you already have.
Preparation
The most valuable step. We test whether your hopes are realistic and turn the answer into a blueprint for our recommendations.
Implementation
If you go ahead, we handle the paperwork and administration, keep you updated and confirm every action in writing.
Annual review
Plans need looking after. Each year we revisit your cashflow model and check the plan still fits your life.
Cashflow planning
Seventy’s cashflow planning software makes it easy to visualise your financial future and gain deep insights into your financial wellbeing. Visualise your goals and achieve financial freedom.
- See the impact of your financial decisions
- Visualise your income, assets, liabilities and goals
- Answer big questions about earnings or early retirement
- Identify excess money and do more of what you enjoy
- Model the impact of various “what if” scenarios
Truth about money
Will you have too little, too much, or just enough money? Create a picture of your financial life, your income and outgoings with the Seventy “Truth about money” portal and see your financial future.
Create your plan
Let’s chat
You’ve learned a little about us, and now we’d like to know a little about you.
Let’s arrange a free, no-obligation call with one of our advisers.
Fill in the form and we’ll be in touch, or simply call us on 01423 611004.