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.

Our advisers cover all aspects of financial planning but carry significant expertise 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
  • Helping clients understand the features benefits and costs of existing financial products
  • Ensuring businesses secure the best rates on their cash deposits

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

Peter Howard Financial Services Ltd. Registered in England and Wales under company number 07112656. Registered Office - 4 Wharfe Mews, Cliffe Terrace, Wetherby, West Yorkshire, LS22 6LX.

Peter Howard Financial Services Ltd are an Appointed Representative of Yorkshire Independent Financial Advisers Limited who are Authorised and Regulated by the Financial Conduct Authority.

Peter Howard Financial Services Ltd is entered on the Financial Services Register under reference 516003.

If you wish to register a complaint, please write to or telephone 01904 716117

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at or by contacting them on 0800 0234 567.

The Financial Conduct Authority does not regulate Tax Planning, Estate Planning or Trust Planning.

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