Straight-talking, independent financial planning from our office at Haggs Farm, Follifoot, for Harrogate and everywhere within 15 miles: Knaresborough, Wetherby, Ripon, Otley, Ilkley and north Leeds.
Chris Riley naturally established Seventy Financial Planning in his home county of Yorkshire. After setting out his stall in the historic spa town of Harrogate, he got to work putting his principles into practice: fair and ethical business, transparency, and advice led by your needs rather than by products.
Our Harrogate office is in a converted farm building on Haggs Road, just south of the town between Follifoot and Pannal. It’s an easy drive from Harrogate, Knaresborough and Wetherby, and a comfortable place to talk about the things that matter.
Most of our clients live within a few miles of the office. Plenty don’t: the same planners and the same process work just as well by video, which is how we look after clients right across the UK.
Three services, one plan. Choose the one that brings you here; we’ll look at the rest too.
A plan for the life you want, built around cashflow modelling and reviewed every year. Investments, tax and protection in one place.
Know when you can stop work and what you can spend. We plan contributions, drawdown, transfers and how your pensions sit with the 2027 tax changes.
Pass on more of what you’ve built. Gifting, trusts, business relief, and what pensions entering the estate from April 2027 means for you.
Meetings are by appointment at the office, or by video from wherever you are.
Harrogate officeEverywhere within about 15 miles of the office. Each town has its own page with the questions local clients tend to bring us.
Most clients mix the two: in person for the first meeting and big decisions, video for reviews.
Sit down with your planner at our Harrogate or Birkdale office. Full advice clients keep an open-door policy.
The same meeting from your kitchen table. Many clients mix the two: in person for the big decisions, video for reviews.
Quick questions by phone, documents and valuations in the My Seventy portal, all year round.
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.
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.
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.
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.
The Apple Store, Haggs Farm, Haggs Road, Follifoot, Harrogate, HG3 1EQ. It’s about three and a half miles from Harrogate town centre. Meetings are by appointment, so please call 01423 611004 or book a free call first.
No. We focus on the area within about 15 miles of the office, from Ripon to north Leeds and from Ilkley to Tadcaster, and we work with clients all over the UK by video.
Yes. We’re independent and chartered, so we can recommend from across the market. Our founder Chris Riley is a Chartered Financial Planner.
Your first conversation is free and without obligation. Fees depend on whether you choose full, hybrid or self-managed advice, and we always set them out in writing before any work starts.
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.
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