Freeman Financial Services

Who we are

Freeman Financial Services Ltd is a directly authorised Independent Financial Advisory (IFA) firm based in Pontefract, West Yorkshire. Established in 2013, we provide comprehensive financial planning and investment advice to individuals across the North of England and beyond. Our team of experienced financial advisors are committed to delivering individually tailored solutions to meet your financial goals and aspirations.

Our Values

At Freeman Financial Services Ltd, our core values underpin everything we do. We are driven by:

• Integrity: We act in our clients' best interests and treat them with respect.
• Independence: We are not tied to any particular product providers or institutions.
• Transparency: We provide clear and concise communication throughout the planning process.
• Client-focused: We prioritize understanding your needs and achieving your financial goals.

Our Services

We offer a comprehensive range of services across all areas of financial planning, including:

Wealth Management

• Investment planning and portfolio construction
• Wealth preservation strategies
• Inheritance and succession planning

Retirement Planning

• Pension reviews and optimisations
• Annuities and drawdown planning
• Retirement lifestyle analysis

Protection

• Life insurance and critical illness cover
• Income protection insurance
• Private health insurance

Estate Planning

• Will writing and power of attorney
• Trust planning
• Inheritance tax mitigation strategies

Client-Centric Approach

We believe in building strong relationships with our clients. We take the time to understand your individual needs, goals, and concerns. We work collaboratively with you to develop a comprehensive plan that aligns with your unique circumstances. We regularly review and revise your plan to ensure it remains relevant and effective over time.

Experienced Team

Our team of experienced financial advisors and paraplanners have a proven track record of providing personalized financial guidance to clients. We are committed to delivering exceptional client service and helping you achieve your financial aspirations.