Business Details
35 Years
experience
Your Trusted Financial Partner in Otley
Established in 1991, we have served the Otley community with personalized financial solutions for over three decades. Our team of certified professionals combines local expertise with industry-leading knowledge to deliver tailored financial planning and mortgage advice. Recognised as a VouchedFor Top Rated Firm for four consecutive years, we maintain a 100% client satisfaction rate through transparent communication and ethical practices. Our community-focused approach extends beyond financial services, demonstrated through active participation in local initiatives and events.With a proven track record of helping clients achieve their financial goals at every life stage, we prioritise long-term relationships built on trust and measurable results. Our regulatory compliance with the Financial Conduct Authority and partnership with Quilter Financial Services Limited ensure the highest standards of professional conduct.
Services
Financial Planning
Mortgage Advice
Equity Release
Tax Planning
Client Reviews
Details
- Year established: 1991
Highlights and features
- 30+ years serving the Otley community with tailored financial solutions
- 100% client satisfaction rate from our 2020 client survey
- Award-winning team recognised at the 2022 Otley Business Awards
- VouchedFor Top Rated Firm for four consecutive years
- Transparent fee structures with no hidden charges
Associations and certifications
- Financial Conduct Authority
- Quilter Financial Services Limited
- VouchedFor Top Rated Firm
What people say
Personalised service
Expert financial advice
Community-focused
Top-rated firm
Satisfied clients
Services
Financial Planning
Our comprehensive financial planning service creates tailored strategies for clients at every life stage. From retirement planning to investment management, we help you achieve long-term financial security through personalised solutions. Our approach combines local market knowledge with national regulatory compliance to ensure optimal outcomes.
Mortgage Advice
Specialising in mortgage solutions for first-time buyers, home movers, and remortgagers. We offer expert guidance through the entire mortgage process, comparing products from major lenders to find the best rates and terms for your specific circumstances.
Equity Release
Tailored equity release schemes for clients aged 55+. We provide clear, regulated advice on releasing capital from your home while maintaining financial security. Our specialists ensure you understand all implications and alternatives before proceeding.
Tax Planning
Strategic tax planning services to optimise your financial position. We help clients legally minimise tax liabilities through legitimate allowances and reliefs, while maintaining full compliance with HMRC regulations and FCA requirements.
Client Reviews
Regular client satisfaction assessments through independent platforms like VouchedFor. Our 100% satisfaction rate demonstrates our commitment to continuous improvement and maintaining the highest standards of client service and financial expertise.
People
Thomas Hatley
Financial Planner
With over 15 years' experience in financial services, Thomas specialises in creating tailored wealth management strategies for clients in Otley and surrounding areas.
Richard Marshall
Financial Planner
Certified mortgage expert Richard helps clients navigate the home buying process with clear, jargon-free advice and competitive rate comparisons.
Sharon Conway
Finance Manager
Sharon oversees our financial operations with 20+ years' experience in financial services, ensuring efficient processes that benefit both clients and the business.
Harrison Beel
Trainee Paraplanner
Recent graduate Harrison supports our advisory team with meticulous research and documentation, bringing fresh perspectives to our financial planning processes.
Ben Flyde
Trainee Paraplanner
Ben assists senior advisors with case preparation and client documentation, combining technical knowledge with a client-focused approach to financial services.
Questions
What financial services do you offer?
We provide financial planning, mortgage advice, equity release, tax planning, and investment management services tailored to clients' specific life stages.
How does your client journey work?
Our four-step process includes understanding your needs, creating a tailored plan, implementing solutions, and refining strategies to ensure ongoing financial success.
Are you regulated by financial authorities?
Yes, we're an appointed representative of Quilter Financial Services Limited, authorised and regulated by the Financial Conduct Authority.
What areas do you serve?
Based in Otley, we serve clients across West Yorkshire and surrounding areas with both in-person and remote advisory services.
Reviews (6)
Jacqulyn Jean
Jul 05, 2021
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Tom has been such an amazing support to me since 2019, giving me fantastic financial help through difficult times. From the first time I spoke to Tom he put me at ease and went above and beyond in all aspects of his work to help find me a solution. Tom always gives excellent advice and is very reliable, friendly and extremely professional at all times. I would recommend Tom to everyone as I have never experienced such fantastic customer service whilst also being great value. Thank you.
Nick Leathley
May 23, 2021
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Positive:Professionalism,Responsiveness,Value
Great service again from Thomas. Quick visit to ask about advise on pension planning. He provided latest printed update from Pension Provider. More importantly he gave me the information that the Pension Provider had not really explained in the recent correspondance. Set my mind at ease and fully supportive of my plans which was great!
Great service again from Thomas. Quick visit to ask about advise on pension planning. He provided latest printed update from Pension Provider. More importantly he gave me the information that the Pension Provider had not really explained in the recent correspondance. Set my mind at ease and fully supportive of my plans which was great!
Karen Day
May 19, 2021
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Positive:Professionalism,Responsiveness
Always helpful, professional, and responsive to enquiries and changes. Have recommended to family and friends.
Always helpful, professional, and responsive to enquiries and changes. Have recommended to family and friends.
Adrian Ward Music
May 02, 2021
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I had a great meeting with Tom Hatley of this company this week, availing myself of his free one hour initial consultation. He quickly understood what I was trying to achieve in terms of Inheritance Tax Planning and pointed me in the right direction regarding Life Asssurance, searching the market for the best provider for me but without any pressure to buy. Needless to say I would happily buy through him and would highly recommend him to others for his personable, professional and no-pressure approach.
Lorraine Lake
Nov 13, 2020
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Thomas was courteous, personable and very helpful during this initial consultation. I arrived feeling a little daunted but left
much better informed and confident. Thank you.
much better informed and confident. Thank you.
Jamie Wilson
Jul 14, 2020
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Tom helped us to choose our life insurance and income protection. He was friendly, professional and knowledgeable from start to finish. I honestly cannot recommend him highly enough. He took the time to explain everything and answered any questions we had.
