Peter Howard Financial Services Ltd
Peter Howard Financial Services Ltd was formed in 2010 following overwhelming demand from our tax and accountancy clients who wished to receive financial advice from a high-quality and trusted source. The firm is wholly owned by the Partners at Peter Howard & Co.
The practice is led by Andrew Bell who is a Chartered Financial Planner. Andrew is ably backed up by Nicholas Johnson who a pension consultant and a Chartered Insurance Practitioner and Les Cantlay who is a Chartered Insurance Practitioner.
Andrew Bell Chartered Financial Planner, Fellow of the Personal Finance Society, MA, has over 10 years of experience in financial services. Formerly with Norwich Union Life (now Aviva), Andrew honed his skills with two Yorkshire based IFAs before establishing PHFS with the Partners, 3 years ago. His specialism is in assisting Practitioner and Officer members of the NHS Pension Scheme.
Our advisers cover all aspects of financial planning but carry significant specialism in the following areas:
- Pension schemes, including workplace pension reforms
- Utilising pension funds to invest in commercial property and your business
- Developing financial solutions to reduce Inheritance Tax
- Assisting clients with complaints to the Financial Ombudsman Service
- Advising NHS Pension Scheme Members, including GPs
- Helping clients understand the features benefits and costs of existing financial products
- Ensuring businesses secure the best rates on their cash deposits
We were delighted to be the first Wetherby based financial advice practice to be awarded "Corporate Chartered Status" by the Chartered Insurance Institute. This is in recognition of the fact that we strive to provide advice of the highest quality to meet clients’ needs. To find more about the award please follow this link: http://www.cii.co.uk/pages/chartered_titles/aboutCT.aspx
The financial advisers work closely with the team at Peter Howard & Co to ensure that recommendations take account of all aspects of our clients’ financial circumstances. This is especially important as many clients personal wealth is inextricably linked to that of their company.
Our charges are transparent and are usually based on our standard hourly rate. However, costs are always agreed with clients before any work is carried out.
We offer free initial consultations which will last thirty to sixty minutes where we can meet with you in person, understand your circumstances and needs and make you aware of how we may be able to help you. Most initial meetings are held at the Peter Howard & Co offices.
If you would like to arrange a free consultation, please speak to your normal Peter Howard & Co contact or ring 01937 580004. Alternatively, you can e-mail email@example.com
Peter Howard Financial Services Ltd is an Appointed Representative of Yorkshire Independent Financial Advisers Ltd which is authorised and regulated by the Financial Services Authority.