Testimonials

Read some of the feedback received from clients.
Oliver has used his knowledge of different investment products to invest my money effectively and reduce my future tax liabilities. I have a very good relationship with Oliver and he has always delivered exceptional service and support, I have happily referred my friends and family.
Dr Gwendoline Julia Gardner | Retired
As a higher rate taxpayer contributing to a personal pension, I was delighted when Adam advised me that I could receive more tax relief on my contribution than the 20% I was receiving at source. Adam suggested that I contact HMRC, not only did I receive a tax rebate I also ensured that all future ta...
Private Client | Lighting Designer, Skipton
As an accountant myself, I need someone who is proactive in providing specialist advice and who I can rely on. Lee has provided me with valuable support and help in establishing my own personal pension. I would recommend Eccles Greenwood Financial Planning to any individual or business as their prof...
Catherine Wilkinson | Accountant, Simonstone

Adam has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional, it is also important to me when discussing finances that you have someone you can trust and rely on to give the best possible advice, I certainly can with Adam. I wo...

Private Client | Retired Teacher, Bakewell

Michelle has always demonstrated empathy and understanding to my needs, hopes and aspirations. I feel like she always puts my best interest first and gives me sound and trustworthy advice. Michelle answers my questions with straightforward and easy to understand responses and I wouldn't hesitate ...

Private Client | East Morton, Organisational Development Professional