Who Are We?

The Managing DIrector of Pennine Financial Planning is Alan Mills who is both a chartered financial planner and certified financial planner with over 20 years experience as a financial adviser. In addition to his extensive practical experience and knowledge in financial planning, Alan also has numerous relevant advanced qualifications in the industry.

Associate of the Institute of Financial Planning [AIFP] : Certified Financial Planner [CFP] : Chartered Financial Planner [CFP] : Member of the Society of Financial Advisers [MSFA] : Advanced Financial Planning Certificate [AFPC] Pensions [G60] : Pensions Simplification [CF9] : Taxation and Trusts [G10] : Personal Investment Planning [G20] : Pension Income Options [J05] : Pension Funding [J04] :Trusts [J02] : Mortgage Advice [CF6] : Investment & Risk [CF2] : Long Term Care [CF8] : Equity Release [ER1]


"I want to help people achieve their lifetime goals, whether to retire early or simply provide a secure financial future for their family..... I feel that a lot of financial advisers have lost their way over the last few years and have forgotten the real role that a financial planner should play in their clients future. It is not all about money. Many advisers believe that all client reviews must end in some form of product sale, fee or commission. This should not be the case".

[Alan Mills CFP Chartered Financial Planner - Managing Director of Pennine Financial Planning]

 

 Keith Madeley FIOD,FRSA -  Chairman

Pennine Financial Planning Limited recently appointed Keith as its Chairman. Having known Keith for over 20 years Alan was delighted to have brought someone with such tremendous knowledge and experience to the company.

Keith was born, brought up and educated in Bradford, Yorkshire.  At age sixteen his passion for the railways led him to play real trains with British Rail in the South East and after passing relevant examinations, became Britain’s youngest Station Master at age 21.

Keith returned to Yorkshire and established an independent financial services company.  He is well- known inside and outside the industry for his innovative approach and creativity in providing products which are relevant to people of all walks of life.  Keith sold his company in 2004. 

Keith, as Chairman of the Yorkshire Society (acknowledged as a significant centre of influence) and as Chairman of the Duke of York’s Community Initiative, engages with diverse communities in apolitical, non-religious discussions to promote harmony and understanding for the benefit of all.

Keith is also : Director/Chairman: Business Development for North of England Excellence Ltd, Chair of Governors: David Young Community Academy; Chair: Prince’s Trust (Yorkshire & Humber), Ambassador Club LS1, Chairman: Arts & Business Yorkshire, Founding Vice President: Centre for Political Participation, Patron Samaritans Yorkshire and Humber, President CISV Leeds and West Yorkshire.

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

Client Login
> Pennine Prolific
> Transact
> Ascentric
> Sipp Centre
Request A Call Back
Full Name:
Email Address:
Telephone Number:
Enquiry:
Find Us With Google Maps
www.pennine-fp.co.uk © copyright 2010 Risk Warnings and Disclaimers | Privacy powered by theworkswebdesign.com
www.financialadvisorbarnsley.co.uk | www.financialplannerbarnsley.co.uk | www.indexedinvestmentsbarnsley.co.uk | www.investmentsbarnsley.co.uk | www.passiveinvestingbarnsley.co.uk | www.passiveinvestmentsbarnsley.co.uk | www.pensionsadvicebarnsley.co.uk | www.wealthmanagementbarnsley.co.uk