We combine our expertise with industry-leading software to enable clients to understand, plan and manage their financial futures as effectively as possible moving forward.
Chartered Financial Planner
Chris cut his teeth working for many of the big names in the industry. While gaining his experience Chris had a desire to do something different. So Chris became fully independent to really help people achieve their goals.
Chris created Seventy with a straight-forward goal. ‘Put the customer’s interests first’. No jargon, no pushy sales. Just common sense planning, treating people as people, not targets. Chris has earned an excellent and enviable reputation. He, and Seventy, is known for delivering quality and trustworthy advice.
Chris specialises in investment portfolio management, retirement and pension planning and tax and estate planning for clients in Harrogate, York, Leeds and throughout North Yorkshire.
Independent Financial Planner
Andrew earned his experience through 15 years advising financial service clients. Rather than focussing on the advice, Andrew sees the process as an educational journey for the client. He enjoys his work because of the positive difference he can make to people’s lives.
His favourite moment giving clients really good news. “There’s really nothing more satisfying than saying to a client, ‘yes, you can retire. Today if you want.'”
Andrew once took a five month trip around the world, taking in all the adrenaline activities he found. When he has time he’ll try to catch up with his reading list. Then you’ll find him, book in hand, reading happily. Mostly he loves to spend time with his children.
Chartered Financial Planner
As a chartered financial planner Dave’s role is to develop a client’s unique plan. He’ll begin by really getting to know them and identify their goals. This comes from talking about their dreams and desires. Dave enjoys working out a financial plan to help the client achieve their goals.
Dave’s professional goal is to advise and guide his clients through the different stages of their lives. From peak earning years through to retirement. He prides himself on being there through good times and bad. Both are important. Both can be satisfying and deeply meaningful.
Dave brings many things to Seventy Financial Planning, but when asked he’ll tell you he brings biscuits. He does, but he also brings a wealth of industry experience.
Iain is our specialist mortgage and protection advisor. With 20 years of experience, Iain has wisdom and knowledge. This is how Ian helps clients achieve their goals. Goals that advisers from other firms have often told them are impossible. But they’re not always impossible. Ian has no aversion to hard work, but rather a “challenge accepted” mentality. He is always striving for solutions.
Many people find buying a property quite stressful. Iain believes this happens because advisers don’t explain the process. Iain’s prompt communications and explanations make all the difference.
“The best thing about working at Seventy is the feeling you get when you call a client with good news. When they get their mortgage offer. Or the keys to their new home.”
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.