Professional Independent Financial Advisers, West Yorkshire

Caring Financial Advisers

Eastwood Financial Services is committed to offering impartial, comprehensive financial planning to corporate and personal clients.
 
Our priority is to develop relationships – so our professional, independent financial advisers will take the time to get to know you and to understand your financial situation, hopes and needs. 
 
The Chartered Insurance Institute has granted us Chartered Financial Planner status, the industry’s gold standard. We have professional expertise in general financial planning besides specialist areas such as:

 
            •           Wealth management
            •           Investments
            •           Pensions and retirement planning
            •           Inheritance, tax planning and trusts
            •           Corporate services
            •           Workplace pensions and auto enrolment
            •           Business and personal protection
            •           Private medical insurance

        
We are particularly pleased to offer a full range of financial services to employers and their employees through our specialist corporate services team. 
 
Financial planning is too important to be left to chance and we would be delighted to discuss any aspect of it with you. Please call us today to speak, without obligation, to one of our financial advisers. 

News

  • Gluttony in the name of Chari-Tea

    On Monday 1 August 2016, Eastwood Financial Services held a Yorkshire Day Tea Party as part of our ongoing support of Forget Me Not Children’s Hospice. Read Full Article
  • Keep covered for the rainy days.

    Whatever your view about the principle of providing people with social security benefits if they are ill or unemployed, it is inadvisable to try living solely on what the State provides in such circumstances. The so-called “safety net” is lower than you may think. Read Full Article