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Pennine Financial Planning provide Wealth Management and Financial Planning advice to Certified Financial Planner and Chartered Financial Planner standards, helping people plan the most efficient path to achieving their lifetime financial goals.

We provide financial planning and advice for both individuals, families, trusts, Sports Professionals and businesses.

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Our Services

We offer independent financial advice in many areas such as:

  • Investments and Wealth Management
  • Pensions, both individual and corporate
  • Life Assurance
  • Key Man Assurance
  • Shareholder Protection
  • Inheritance Tax Planning

We have many years experience and are very highly qualified in all areas of Financial Planning, if you can't find the information you are looking for please don't hesitate to contact us.

treating customers fairly and retail distribution review

Pennine Financial Planning Ltd is committed to providing the highest standard of financial advice possible. We take very seriously the requirements of the FSA, in particular the requirement to Treat Our Customers Fairly TCF and the Retail Distribution Review RDR.

advice you can trust

As members of the institute of financial planning we strive to offer honest and professional advice.

Pennine Financial Planning Limited are committed to provide the highest standard of financial advice possible.

regulated by fsa

Pennine Financial Planning Limited is an appointed representative of Financial Limited which is authorised and regulated by the Financial Services Authority (FSA No. 232283).

Pennine Financial Planning Limited registered in England and Wales No. 5962655. Registered Office: 29 High Street, Morley, Leeds, LS27 9AL

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