Wadham Financial Solutions

Walton Park 96
Pannal, Harrogate, North Yorkshire
HG3 1EJ

Since 2005

Contact
01423871653 - or - Email - or - Visit website

Wadham Financial Solutions helps its customers in the Harrogate area maximise their money, by giving the best possible financial advice to suit their circumstances, be it Protection, Investments, Savings, Retirement Planning, Home Insurance or Mortgages. Planning for a comfortable financial future takes confidence, nothing more. Setting your goals is the first step to success. That's where we can help. Free initial consultation.

Services

Financial Services & Advice - Independent Financial Advisor

Staff

Wadham Financial Solutions is a husband and wife team, Rod and Diana Wadham, offering independent financial advice based in Harrogate.

Rod
I have worked in financial services since 1971. Originally as a Building Society Manager with Abbey National for 16 years, moving around the country and coming to Harrogate in 1985. So for my last 2 years with Abbey National I was giving advice to the people of Harrogate about Mortgages and Protection products (mainly life assurance, critical illness cover and mortgage payment protection). I then became a Financial Adviser with Legal & General for another 16 years, giving financial advice in the Harrogate area for all of those years, on Protection products (both Personal and Business Protection - life assurance, critical illness, income protection, business protection for partners and company directors), Pensions (Retirement Planning), Investments, Savings, Mortgages and Home Insurance (Buildings and Contents Insurance).

In 2005 I became an Independent Financial Adviser in Harrogate, joining Sesame Ltd, who are the largest IFA network in the UK.; Being part of Sesame gives me the ability to offer whole of market advice, yet with the resources available in research, compliance and technical back up of a major financial organisation (which is a totally independent part of Friends Provident plc which in turn was recently acquired by Resolution Holdings).

Diana
I am the Administrator. My background is as a Legal Secretary, latterly as Secretary to the Partner in charge of the Property Department of the Harrogate branch of Hempsons, solicitors.

Memberships

Cert.PFS, Cert.CII (MP&ER), CeRER

We are regulated by the FSA through Sesame Ltd.

Area of Business

We are Independent Financial Advisers, with expertise in Protection products (both Personal and Business Protection - life assurance, critical illness, income protection, business protection for partners and company directors), Pensions (Retirement Planning), Investments, Savings, Mortgages and Home Insurance (Buildings and Contents Insurance).

Fees

Our fees charged can be made up of both Fees/Commission - it is up to you.

The initial consultation is free.

Our hourly rate is £95 for Rod's time.