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Eastwood Financial Services Ltd
       
 
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Eastwood Financial Services Ltd
 
 
Overview: 

Eastwood Financial Services is part of a private Yorkshire insurance-broker group which has offices in Huddersfield, Sheffield, Halifax and Elland. It's our aim to provide independent, professional, ethical financial advice tailored to our customers' needs. Besides our large number of loyal private clients built up over 40 years, we are retained by many businesses in Yorkshire and beyond and our dedicated corporate team is well placed to provide them with specialised advice.

It is important that you have confidence in the financial advice you receive and the integrity of those who offer it. Among our team of 27 at Pennine House, Elland, are eight independent financial advisers. All have achieved the Diploma in Financial Planning and hold a statement of professional standing from the Chartered Insurance Institute. Some have higher qualifications and two have achieved Chartered Financial Planner status.

Our internal systems are designed to ensure consistent, careful advice. For example, we employ a team of researchers and report-writers and have internal controls to ensure advice is compliant and justifiable. We regularly submit a selection of files to an independent compliance company and consistently receive good grades.

The support our internal staff provide to our eight advisers is probably significantly greater than for many other adviser companies. We will always fully explain our fees and your payments options before starting chargeable work.


 
 
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