Business Details
50+ Years
experience
Your Trusted Partner for Financial Planning & Insurance Solutions
We are a family-run business with over five decades of experience in the insurance and financial planning industry. Since 1970, we have operated as independent advisers, offering access to a comprehensive range of products across the marketfrom personal and business insurance to retirement planning and investment solutions. Our commitment to unbiased professional advice ensures tailored solutions that align with individual client needs, supported by a reputation for friendly, personalized service. Clients benefit from direct communication with our team, with free initial consultations available in person or via telephone. As an authorized and regulated entity by the Financial Conduct Authority (FCA No. 466675), we uphold rigorous standards of integrity and accountability.Our Limited Liability Partnership registration (No. OC312676) reflects our structured approach to delivering reliable financial guidance. Located in Cleckheaton, West Yorkshire, we serve clients seeking expert support in securing their financial futures.
Services
Business Insurance
Life Insurance
Personal Insurance
Retirement Planning
Savings & Investments
Car Insurance
Home Insurance
Travel Insurance
Personal Pension
Self Invested Personal Pension
Details
- Year established: 1970
Highlights and features
- We offer over 50 years of experience in insurance and financial planning.
- Our independent adviser status provides access to a wide range of market products.
- Free initial consultations ensure tailored solutions for every client.
- Regulated by the Financial Conduct Authority for accountability and trust.
- Personalized service with direct communication from our dedicated team.
Associations and certifications
- Financial Conduct Authority
Services
Business Insurance
We provide tailored business insurance solutions to protect commercial operations. Our offerings include public liability, employers' liability, and property insurance, ensuring legal compliance and risk mitigation. With expertise since 1970, we help businesses safeguard assets and maintain continuity through unforeseen challenges.
Life Insurance
Our life insurance services offer financial security for families through life cover and critical illness policies. We specialize in mortgage protection and whole-of-life plans, ensuring clients' loved ones are supported. Independent advice guarantees options aligned with individual needs and long-term goals.
Retirement Planning
We design retirement strategies using pensions, annuities, and drawdown plans. Our advisers focus on sustainable income streams and tax-efficient savings. Since 1970, we have helped clients achieve financial independence while adapting to evolving personal and economic circumstances.
Savings & Investments
Our investment services include ISAs, unit trusts, and structured products tailored to risk profiles. We prioritize client education and market expertise to optimize returns. Solutions cater to short-term goals and long-term wealth accumulation with transparent risk assessments.
Personal Insurance
We offer car, home, and travel insurance with optional add-ons like breakdown cover. Policies are designed for legal compliance and peace of mind. Our independent status ensures competitive rates and comprehensive protection for personal assets.
Questions
What services does Tozer LLP LLP offer?
We provide business insurance, life insurance, retirement planning, savings & investments, and personal insurance tailored to individual and commercial needs.
Are Tozer LLP LLP regulated by any official body?
Yes, we are authorized and regulated by the Financial Conduct Authority (FCA No. 466675), ensuring compliance with industry standards.
Do you offer free initial consultations?
Yes, we provide free initial consultations in person or via telephone to discuss your financial or insurance requirements.
How long has Tozer LLP LLP been in business?
We have operated as a family business since 1970, offering insurance and financial planning expertise for over 50 years.
What areas do you serve?
Based in Cleckheaton, West Yorkshire, we primarily serve local clients but offer services nationwide through telephone and online consultations.
Can I get business-specific insurance policies?
Yes, we offer specialized coverage for shops, offices, commercial properties, and trade-specific liabilities, including fleet and professional indemnity insurance.
