Financial adviser in Wetherby
Pension and financial planning for Wetherby professionals and families, about four and a half miles from our Follifoot office.
Financial planning for Wetherby
Wetherby sits on the Wharfe right by the A1(M), which is why so many people who live here work in Leeds or York. That usually means good workplace pensions, a few old pots from previous jobs, and very little time to think about any of them.
That’s where we’re useful. We bring every pension into one plan, check you’re using your allowances, and show you when work could become optional. And because Wetherby homes are not cheap, we keep an eye on what you’ll eventually pass on.
- Nearest office
- Harrogate office, about 4 miles from Wetherby 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 Wetherby clients usually ask us
- “I’ve got pensions everywhere.” We trace old workplace schemes, compare charges and benefits, and only recommend combining them where it genuinely helps. Some older schemes have guarantees worth keeping.
- “Am I paying too much tax on my pay?” Pension contributions are still one of the most efficient ways to save for higher earners. We check the £60,000 annual allowance, the taper for incomes over £200,000, and how the salary sacrifice cap due in April 2029 affects your plans.
- “Could I retire at 60?” Cashflow modelling answers this properly: income needs, the gap before your State Pension starts, and how long the money lasts in a poor market.
Our services in Wetherby
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.
Wetherby: your questions
Is Wetherby part of Leeds or North Yorkshire for your service?
It doesn’t matter to us. Wetherby is in the Leeds council area but only about 4.5 miles from our Harrogate office at Follifoot, and we’re happy to meet in person or by video.
Can you meet after work?
Meetings are by appointment. Video calls make it easier to find a time around a working day; ask us when you get in touch.
Do you work with my employer’s pension scheme?
We look at it as part of your plan, including its charges and investment choices, and tell you whether it’s doing its job. We don’t need to be appointed by your employer to do that.
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.