Approachable Finance IFA
Approachable Finance IFA is a financial services company based in Keighley, England. They specialize in providing expert financial advice to their clients as independent financial advisors. Their services include investment planning, retirement planning, and wealth management. With a focus on approachability and personalized service, Approachable Finance IFA is committed to helping their clients achieve their financial goals.
Introduction to Approachable Finance IFA
Approachable Finance IFA is a financial services company located in Keighley, England. The company was founded with the aim of providing approachable and personalized financial advice to its clients. What makes this company unique is their team of experienced and friendly financial advisors who work closely with clients to understand their unique financial situations and provide tailored advice.Services & Products
Approachable Finance IFA offers a range of financial services, including retirement planning, investment advice, mortgages, and insurance. They work with clients to understand their specific financial needs and goals, and then develop personalized financial plans to help them achieve those goals.Location
The company is located on Main Street in Cross Hills, a small town in the Keighley area of England. Cross Hills is a bustling town with a mix of shops, restaurants, and businesses. The area is easily accessible by public transportation, with the nearest train station (Steeton & Silsden) located just 2 miles away. Other nearby options include the Keighley Bus Station (5 miles) and the Skipton Train Station (7 miles).Benefits
Approachable Finance IFA stands out from other financial services companies due to their personalized approach to financial planning. Their team of experienced advisors work closely with clients to understand their unique financial situations and develop tailored plans to help them achieve their goals. Additionally, the company is committed to providing transparent and honest advice to clients, ensuring that they are fully informed at every step of the financial planning process.Good to Know
Customers should be aware that Approachable Finance IFA is an independent financial advisory firm, which means they are not affiliated with any particular financial institution or product provider. This allows them to provide unbiased advice to clients, and ensures that their recommendations are always in the best interest of their clients.Reviews
Customers have consistently praised Approachable Finance IFA for their friendly and approachable team of advisors, as well as their personalized approach to financial planning. Many have noted that the company's transparent and honest advice has helped them make informed decisions about their finances, and that they feel confident in their financial plans as a result.Amenities
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complimentary consultation -
online services
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retirement planning
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investment advice
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tax planning
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insurance services
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financial planning
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wealth management
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estate planning
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debt management
FAQ
What experience does your company have in providing financial advice?
At Approachable Finance IFA, we have years of experience in providing financial advice to individuals and businesses. Our team of financial advisors are highly qualified and have a wealth of knowledge in the industry.What are the fees for your financial advisory services?
Our fees for financial advisory services vary depending on the complexity of the client's financial situation. We offer a free initial consultation to discuss the client's needs and determine the appropriate fee for our services.What types of financial products do you offer?
We offer a wide range of financial products and services, including investments, pensions, mortgages, insurance, and tax planning. Our financial advisors work closely with clients to determine the best products and services to meet their specific financial goals.How do you determine the best financial strategy for your clients?
We take a personalized approach to financial planning and work closely with clients to understand their unique financial situation, goals, and risk tolerance. Our financial advisors use this information to develop a customized financial strategy that is tailored to the client's needs.Can you provide references from satisfied clients?
Yes, we would be happy to provide references from satisfied clients. We pride ourselves on our high level of customer satisfaction and are confident in our ability to provide excellent financial advisory services to our clients.Reviews
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Cameron Goodrum
I didn't have much knowledge when it came to pensions, I spoke to a someone called Chris on the phone who open and honest with me, This then led me to come back to this place time and time again who now manage all my investments too! Couldn't recommend him enough!
25-05-2023
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Bev Green
A no nonsense explanation of your investments and great transparency of expectations.
21-05-2023
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Kaz Driver
Clear information regarding pension options and support to maximise your opportunities.
14-05-2023
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Cheryl Manning
Professional friendly service and we liked the honesty from Chris our advisor.
07-05-2023
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Kevin Turner
A bit apprehensive at first, but having sat down and discussed my finances with Chris I am now very reassured with my financial future going forward. 👍
28-04-2023
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Alex Hughes
Great mortgage advice . Thank you .
28-04-2023
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ian park
Two friends recommended me Approachable . They have been extremely helpful in sorting out my pension.
28-04-2023
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Peter Beardsley
Apart from making a few jokes about my name Chris has been amazing over many years of looking at mine and my wife's pension and investments. He always gets back to us in a timely manner. We had a previous IFA and was recommended Approachable Finance by a friend. We wouldn't hesitate to recommend him to others and have done so on many occasions.
28-04-2023
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malcolm littler
Excellent advice over many years
28-04-2023
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Hazel Bowerman
Always prompt personal and appropriate advise. Chris Dixon has advised my husband and I, over many years, with investment savings and pensions advise. We have no hesitation in recommending him to others .
28-04-2023
