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. Hybrid advice offers real freedom of choice.
About this service
The hybrid model is appropriate for clients who have moderate to complex financial needs, and who are happy to take ownership of this area of their lives.
You have the time and willingness to do the majority of your own financial planning tasks, but would benefit from a helping hand throughout the process and a “sense check” before finalising key decisions.
In exchange for your fee, you will receive the benefits of modern technology and light-touch advice from a highly qualified, experienced and dedicated financial planner.
This level of service is ideal for those who want to do things efficiently and conveniently.
Fancy a chat?What you’ll receive
- A telephone-based adviser for support
- Flexible advice depending on what you need
- Access to our My Seventy portal
- Regular investment market updates
- Access by telephone or video call, with some aspects of service delivered digitally
- Cashflow modelling report
- Regular e-newsletter on financial matters
Compare with full advice or self-managed, or take the quiz.
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.
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.
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.
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 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.
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.
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.