Business Details
Independent Financial Advisers in Morley, Leeds
Gamble Gaunt & Mole is an established firm of Independent Financial Advisers serving clients across Yorkshire and surrounding areas. With decades of combined experience, our team provides personalized, whole-of-market advice tailored to individual and corporate financial needs. We specialise in pensions, investments, protection, mortgages, and estate planning, offering face-to-face consultations at clients' homes, workplaces, or our Morley offices.Our approach focuses on understanding clients' long-term goals, creating bespoke financial strategies, and providing ongoing reviews to ensure plans remain aligned with evolving circumstances. We pride ourselves on transparency, expertise, and a commitment to delivering value through informed decision-making and tax-efficient solutions.
Services
Financial Planning
Investment Advice
Pension Solutions
Mortgage Advice
Protection Planning
Estate Tax Planning
Highlights and features
- We offer over 30 years of combined experience in financial services.
- Our whole-of-market approach ensures access to best-of-breed solutions.
- We provide face-to-face advice with ongoing portfolio monitoring.
- Our team holds advanced professional qualifications (Dip PFS, Cert CII).
- We are regulated by the Financial Conduct Authority for client protection.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Knowledgeable advisors
Personalised approach
Prompt communication
Trusted guidance
Services
Financial Planning
Our financial planning service helps clients create tailored strategies for long-term wealth management. We assess your current financial situation, risk tolerance, and life goals to develop comprehensive plans covering retirement, investments, and estate planning. With regular reviews and adjustments, we ensure your financial strategy evolves alongside your personal circumstances and market conditions.
Investment Advice
We provide expert guidance on building diversified investment portfolios aligned with your risk profile and financial objectives. Our advisers help select appropriate vehicles including ISAs, unit trusts, and offshore investments. We monitor market trends and portfolio performance, offering adjustments to optimise returns while maintaining appropriate risk levels for your specific circumstances.
Pension Solutions
Our pension specialists assist with consolidating existing pensions, selecting new arrangements, and optimising retirement income strategies. We offer guidance on SIPP management, annuity options, and tax-efficient withdrawals. Through regular reviews, we ensure your pension strategy remains aligned with changing regulations and personal retirement goals.
Mortgage Advice
We provide independent mortgage advice covering residential and commercial property financing. Our services include first-time buyer support, remortgaging strategies, and buy-to-let financing solutions. We help clients navigate different mortgage products and lending criteria to find suitable arrangements that align with their overall financial plans.
Protection Planning
Our protection services help safeguard clients' financial security through life insurance, critical illness cover, and income protection policies. We assess individual needs to recommend appropriate coverage levels and policy structures. We also provide business protection solutions including key person insurance and partnership agreements to secure commercial interests.
People
Jeremy Gamble
Financial Adviser
With over 35 years in financial services since 1987, Jeremy provides expert financial planning advice. He specialises in retirement planning and investment management, holding the Diploma in Financial Planning (Dip PFS) qualification.
Richard Gaunt
Financial Adviser
Richard has been an Independent Financial Adviser since 2002, offering expertise in pensions and investment strategies. He focuses on creating tailored solutions for clients' long-term financial security with a personable approach.
Julian Mole
Mortgage Specialist
Julian brings extensive mortgage expertise, having worked in financial services since 1992. His banking background enhances his ability to provide comprehensive mortgage advice for residential and commercial property needs.
Andrew Kellett
Financial Adviser
Andy has over 30 years' experience in financial services, specialising in pensions and investment planning. He provides clear, jargon-free advice to help clients achieve their financial goals through structured wealth management strategies.
Questions
What areas do you cover?
We primarily serve clients in West Yorkshire including Leeds, Morley, Bradford, and Wakefield, with face-to-face appointments available at client homes or our Morley office.
Are you regulated by the FCA?
Yes, Gamble Gaunt & Mole LLP is authorised and regulated by the Financial Conduct Authority (reference 604487) for investment business activities.
What qualifications do your advisers hold?
Our advisers hold advanced industry qualifications including Diploma in Financial Planning (Dip PFS) and Certificate in Insurance (Cert CII).
How do you charge for your services?
We provide transparent fee structures for our financial planning services, which will be clearly explained during your initial consultation with no obligation.
Can you help with pension consolidation?
Yes, we specialise in helping clients consolidate multiple pensions into cohesive retirement plans that align with their financial objectives.
Do you offer ongoing financial reviews?
We provide regular portfolio reviews to ensure your financial plan remains aligned with your goals and adapts to changing circumstances.
Reviews (3)
Kevin Morley
Apr 24, 2021
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Positive:Professionalism
Julian advised us on our mortgage as we planned to change it. however after speaking to Julian we realised that our best option was to continue with the mortgage we had. this proved to be the best advise, as we now are in a much better position financially than we ever were, thank you Julian
Julian advised us on our mortgage as we planned to change it. however after speaking to Julian we realised that our best option was to continue with the mortgage we had. this proved to be the best advise, as we now are in a much better position financially than we ever were, thank you Julian
Caren Launus-Gamble
Apr 22, 2021
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Positive:Professionalism,Responsiveness
Gamble Gaunt & Mole have been a client of KreativeInc Agency Ltd for the past 18 months. We have always received professional instructions to maintain a high standard of service for the company and have been paid promptly at all times. Very honest and professional.
Gamble Gaunt & Mole have been a client of KreativeInc Agency Ltd for the past 18 months. We have always received professional instructions to maintain a high standard of service for the company and have been paid promptly at all times. Very honest and professional.
Rac
Mar 31, 2021
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Incorrect mortgage advice meant that we almost lost out on moving house. We were told by Mr Mole that we were unable to get a mortgage for the value we needed. This information was entirely incorrect. We got a second opinion from another financial advisor who said that we should not have been given such poor advice and it amounts to professional negligence. Not to mention the emotional stress caused.
