Which advice level is best for you?

We believe financial planning should be for everyone. We achieve this with both traditional person-to-person interaction, and cutting-edge financial technology.

Take our short quiz to see our recommended advice level, or scroll below to choose yourself.

Take our quiz
Full Advice icon

Full Advice

Traditional, face-to-face planning remains the bedrock of financial planning. This model is recommended for those with significant wealth or complex needs. Advice can be given in person, or by video call if preferred.
Hybrid Advice icon

Hybrid Advice

The hybrid model allows you to manage your finances with technology but also get professional advice when required. This means you only pay for the advice you need. Partial advice offers real freedom of choice.
Self-managed icon

Self-managed

Technology can put investment planning into your hands. Ideal if you don’t have complex needs. Self-managed services are available online or as an app. This model comes without the typical financial planning costs.
loop-1

Explore more

someone walking into entrance of store

Our story

Seventy is an ideal made manifest. Based on fairness and ethics in business, we believe in working for the benefit of you and your family. This is Seventy. Read our story.

Read our story
man talking to colleague at work

The Seventy team

Our team is truly client-focussed. Our mission is to use our expertise to deliver your financial future. To do so takes integrity and passion. This comes from our excellent people. Let’s meet some of them.

Meet the team
Testimonial quotes

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.

Fionn

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.

Client from Yorkshire

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.

Roy

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.

Steve Bullen

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.

Yasir Khan

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.

Client from Merseyside
Our VouchedFor reviews
Testimonial image
loop-2

Our client's stories

Dr Zamat sitting in front of fireplace Play button for video

Watch interviews with real people speaking about the experience of being a Seventy Financial Planning client. We value each and every one of our clients, and we’re proud that they chose us for their financial advice.

In this interview Dr Zaman speaks about his experience of Seventy Financial Planning.

Watch more videos

Let's Chat

Chat Icon

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.

Your contact details

Consent(Required)