Business Details
Your Trusted Financial Partner in Pontefract
At Freeman Financial Services, we have dedicated ourselves to delivering practical financial planning advice tailored to the unique needs of individuals, families, and businesses across Pontefract and the surrounding region. Our team of experienced professionals prioritises client relationships, ensuring every financial strategy is designed to address specific goals while fostering long-term trust. With expertise spanning pensions, savings, and protection, we combine technical knowledge with a client-focused approach to simplify complex financial decisions.Our advisers hold industry-recognised qualifications, including diplomas from the Chartered Insurance Institute and Chartered status through the Chartered Institute for Securities and Investment, underscoring our commitment to professional excellence. We pride ourselves on maintaining transparency, ethical standards, and a deep understanding of local market dynamics to empower clients in achieving financial security and growth.
Services
Pensions
Protection
Savings
Investments
Estate Planning
Highlights and features
- We offer over 25 years of combined experience in financial planning
- Our tailored strategies address individual client circumstances and goals
- Jargon-free advice ensures clarity for all financial decisions
- Team members hold Chartered and diploma-level industry qualifications
- Deep understanding of local financial needs in Yorkshire
Associations and certifications
- Financial Conduct Authority
Services
Pensions Planning
We specialise in creating tailored pension strategies to secure your retirement. Our services include workplace pension reviews, self-invested personal pensions (SIPPs), and pension drawdown options. With expertise in annuities and tax-efficient withdrawals, we help clients maximise retirement income while aligning with their risk tolerance and long-term goals.
Investment Management
Our investment solutions focus on building diversified portfolios that match individual risk profiles and financial objectives. We offer discretionary management, ethical investing options, and regular portfolio reviews. By combining market analysis with strategic asset allocation, we aim to deliver sustainable growth while managing market volatility for both individual and corporate clients.
Estate Planning
We provide comprehensive estate planning services to protect and transfer wealth efficiently. This includes trust creation, inheritance tax mitigation strategies, and will writing assistance. Our specialists use tax-efficient structures like trusts to ensure assets are passed to beneficiaries while minimising tax liabilities and complying with current legislation.
Protection Insurance
Our protection services safeguard clients against financial risks through life insurance, critical illness cover, and income protection policies. We assess individual circumstances to recommend appropriate coverage levels, ensuring families and businesses remain financially secure in unexpected events while balancing affordability and comprehensive protection.
Financial Planning
We develop holistic financial plans addressing short and long-term goals. Services include cashflow forecasting, debt management, and savings strategies tailored to life stages. By understanding clients' complete financial picture, we create actionable roadmaps that adapt to changing circumstances while maintaining focus on achieving measurable outcomes.
People
Paul Freeman
Director
With over 25 years' experience, Paul specialises in retirement planning and estate management. He holds a Dip PFS and BA(Hons) in Business Administration, combining analytical skills with client-focused strategies to deliver tailored financial solutions.
Jared Hancock
Financial Advisor
A Chartered Wealth Specialist, Jared offers expertise in investment management and wealth planning. His background in discretionary management and CISI Chartered status ensure clients receive technically robust, ethically sound financial advice.
Trish
Paraplanner
Leveraging prior experience as a qualified advisor, Trish conducts market research and prepares tailored financial solutions. Her role ensures advisers have comprehensive data to support client decision-making through impartial product analysis.
Emma Gregory
Paraplanner
Since joining in 2018, Emma has supported advisers with detailed financial planning processes. Her background at Capita Financial Services provides practical insights into administrative and strategic aspects of client wealth management.
Mark
Financial Advisor
Bringing a unique perspective from his teaching career, Mark focuses on building client relationships. He translates complex financial concepts into clear strategies, helping new clients navigate their financial journeys with confidence.
Questions
What financial services do you offer?
We provide pensions planning, investment management, estate planning, protection insurance, and holistic financial planning tailored to individual and business needs.
How do you tailor financial plans to individual needs?
We conduct detailed consultations to understand your goals, risk tolerance, and circumstances, creating customised strategies that evolve with your changing life stages and objectives.
Are your advisers qualified?
Yes, our team holds industry-recognised qualifications including Dip PFS, Chartered MCSI, and CISI certifications, ensuring technically sound and ethically delivered advice.
Do you serve clients outside Pontefract?
Yes, we work with clients across West Yorkshire, South Yorkshire, and surrounding areas, offering both in-person and remote advisory services.
