Business Details
Your Trusted Financial Advisers in Harrogate
Seventy Financial Planning was founded on the principles of fairness, ethical business practices, and a commitment to client-centric financial solutions. Our approach combines traditional face-to-face advice with cutting-edge technology to deliver personalized financial planning tailored to individual needs. With a team of experienced professionals, we specialize in investment portfolio management, retirement planning, tax and estate planning, and mortgage advice. Our hybrid model allows clients to manage finances independently while accessing expert guidance when required. We prioritize transparency, using clear, jargon-free communication and maintaining fee openness.Established in Yorkshire, we serve clients nationwide, leveraging digital tools to provide accessible, high-quality financial services. Our team's decades of combined experience ensures clients receive informed, reliable advice aligned with their long-term goals. We continuously refine our processes through client feedback, ensuring our services evolve to meet changing needs. Our reputation for integrity and client satisfaction is reflected in testimonials highlighting our unhurried, professional approach and measurable financial improvements for clients.
Services
Financial Planning
Investment Portfolio Management
Retirement Planning
Tax Planning
Mortgage Advice
Estate Planning
Cashflow Planning
Self-Managed Investments
Hybrid Financial Advice
Protection Advice
Highlights and features
- We offer personalized financial planning combining human expertise with technology.
- Our hybrid model provides flexible access to advice when needed.
- We prioritize transparent fee structures and jargon-free communication.
- Our team holds decades of combined experience in financial services.
- We serve clients nationwide with digital tools and local Yorkshire roots.
Associations and certifications
- Financial Conduct Authority
What people say
Excellent and trustworthy advice
Unhurried and professional approach
Invaluable expert advice
Stabilised and grew investments
Competent adviser
Services
Financial Planning
Our financial planning service creates tailored strategies to achieve long-term goals. We assess individual circumstances, risk tolerance, and aspirations to develop comprehensive plans. Clients benefit from ongoing support and adaptive strategies that evolve with changing life circumstances.
Investment Portfolio Management
We design and manage diversified investment portfolios aligned with client objectives. Our approach balances risk and return while incorporating market insights. Regular reviews ensure portfolios remain optimized for changing economic conditions and personal circumstances.
Retirement Planning
This service focuses on creating sustainable retirement income strategies. We analyze pension provisions, savings, and desired lifestyles to develop withdrawal plans. Our advice considers tax efficiency and longevity to ensure financial security in retirement.
Mortgage Advice
Our mortgage advisory service helps clients navigate property financing options. We provide guidance on mortgage types, affordability assessments, and protection strategies. The process includes market comparisons and application support for optimal outcomes.
Cashflow Planning
This service uses advanced software to model financial scenarios and track progress towards goals. We help clients visualize income, expenses, and investments to make informed decisions. Regular updates ensure plans remain aligned with evolving objectives.
People
Chris Riley
Chartered Financial Planner
With experience at major financial institutions, Chris founded Seventy to prioritize client interests. He specializes in investment management and retirement planning, serving clients in Yorkshire and nationwide.
Andrew Brierley
Mortgage Adviser
Andrew brings 15 years of financial services experience, focusing on making mortgage processes educational for clients. His expertise helps clients achieve property goals with clear guidance and support.
Iain Sillett
Mortgage Adviser
With 20 years in financial services, Iain specializes in mortgage and protection solutions. His problem-solving approach helps clients overcome challenges often deemed impossible by other advisers.
Lisa Haigh
Financial Planner
Lisa has over 25 years' experience in financial services. She focuses on personalized planning, mentoring industry newcomers, and helping clients realize their financial aspirations through tailored strategies.
Lian Dickenson
Financial Services Administrator
Lian provides administrative support with over two decades of experience. Her focus on prompt service ensures smooth mortgage processes, allowing clients to concentrate on their financial goals.
Questions
What financial planning options do you offer?
We provide three options: Full Advice (face-to-face), Hybrid Advice (technology with occasional guidance), and Self-Managed (digital tools without ongoing advice).
How are your fees structured?
Fees vary by service: Full Advice has fixed or percentage-based charges, Hybrid offers pay-as-you-go pricing, and Self-Managed services have no ongoing planning costs.
Do you work with clients outside Yorkshire?
Yes, we serve clients nationwide using video calls and digital tools, with offices in Harrogate and Southport.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners and specialists with decades of combined experience in financial services and mortgage advising.
How often are financial plans reviewed?
We conduct annual reviews to update strategies, though clients can request additional check-ins as needed to adjust their financial plans.
