Financial adviser in Boroughbridge
Financial planning for Boroughbridge and the villages between the A1(M) and the Vale of York, with a focus on retirement and on what you pass on.
Financial planning for Boroughbridge
Boroughbridge is a small town with a big history, from the Devil’s Arrows standing stones to its days as a coaching stop on the Great North Road. Around it are villages and farms where homes and land have often been in the same family for generations.
The people we speak to here tend to want two things: a clear plan for their own retirement, and a sensible way to pass things on without the tax bill taking more than it should. We do both, in plain English.
- Nearest office
- Harrogate office, about 10 miles from Boroughbridge as the crow flies
- Meetings
- At our office by appointment, or by video and phone
- First conversation
- Free, and with no obligation
- Call us
- 01423 611004
What Boroughbridge clients usually ask us
- Retirement income that lasts We combine pensions, the State Pension (£241.30 a week at the full new rate for 2026/27) and savings into an income plan, then check it against inflation and poor markets.
- Farm and business relief after April 2026 If you own farmland or a business, the first £2.5 million qualifies for 100% relief and the rest for 50%. We look at whether your wills and ownership still make the most of it.
- Keeping things fair between children When one child takes on the farm or the business and another doesn’t, the plan needs to balance things out. Life cover and pensions can help.
Our services in Boroughbridge
Financial planning in Harrogate
A plan for the life you want, built around cashflow modelling and reviewed every year. Investments, tax and protection in one place.
Pension planning in Harrogate
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.
Inheritance tax planning in Harrogate
Pass on more of what you’ve built. Gifting, trusts, business relief, and what pensions entering the estate from April 2027 means for you.
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.
Boroughbridge: your questions
How far is Boroughbridge from your office?
About 10 miles in a straight line from Haggs Farm, Follifoot, near Harrogate. We meet in person or by video.
Do you only work with farmers?
Not at all. Farming families are one part of the area’s mix; we also help employees, business owners and retired people with every kind of planning.
Will you review the plan every year?
Yes. Full advice includes an annual or bi-annual review, revisiting your cashflow model and checking the plan still fits.
Nearby
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.