Your Property, Our Priority
Gamble Gaunt And Mole Independent Financial Advisers, based in Morley, Leeds, is a reputable firm dedicated to providing professional and face-to-face financial advice. Our consultants possess a substantial amount of experience within the industry and offer a wide range of financial solutions catered to individual clients' needs. We take pride in offering a quality service to the Yorkshire region and beyond, providing advice at your home, place of work, or our offices for your convenience.
Our Services
As Independent Financial Advisers, we offer a comprehensive range of services designed to help you navigate the stages of life and plan your financial future. Among the services we provide are:
- Savings & Investments: We offer advice on various savings and investment options, such as Individual Savings Accounts (ISAs), Open-Ended Investment Companies (OEICs), Unit Trusts, Investment Trusts, Investment Bonds, Offshore Investments, Venture Capital Trusts (VCTs), and Enterprise Investment Schemes (EIS).
- Retirement Planning & Pensions: We help clients make informed decisions about their retirement options. This can include Personal Pensions, Stakeholder Pensions, Self-Invested Personal Pensions (SIPPS), Annuities, and Income Drawdown. We provide guidance on Auto Enrolment and assist with Mortgages for both commercial and residential properties.
- Family Protection: Our team offers advice on Life Insurance, Critical Illness Cover, Income Protection, and Mortgage Protection to ensure your loved ones are taken care of.
- Business Protection: We also provide guidance on Business Protection, including Key Person Insurance, Share Protection, Relevant Life Plans, and Partnership Protection.
- Estate and Inheritance Tax Planning: Our Estate and Inheritance Tax Planning services can help you make informed decisions about Whole of Life Policies, Discounted Gift Trusts, and the use of Trusts and Gift Inter Vivos Policies.
Our Approach to Financial Planning
At Gamble Gaunt & Mole, we believe that financial planning should not be a one-time event. We work closely with our clients through Initial Discovery Meetings, Financial Planning, and On-going Monitoring and Review to help them achieve the lifestyle they desire for themselves, their families, and their businesses. We focus on getting to know you and your financial goals to provide whole of market advice that suits your specific needs.
Our Team
Our financial advisers have a wealth of knowledge and experience, having worked in the financial services industry for several decades. Our team members have achieved their Statements of Professional Standing, and we are committed to providing financial solutions that are individually tailored to clients' needs.
Jeremy Gamble, Dip PFS & Cert CII (MP), has worked in the industry since 1987 and became an Independent Financial Adviser in 2004. Jeremy specialises in advising individuals and has a proven track record of success.
Richard Gaunt, Dip PFS, has extensive experience having worked in the industry since 1987. He became an Independent Financial Adviser in 2002 and has continued to serve clients effectively in this capacity.
Julian Mole, BA (Hons) Financial Services, ACIB, Cert PFS & CeMap, joined Gamble Gaunt & Mole with a strong background in finance. He has since provided clients with a wide range of financial solutions and is dedicated to upholding the high standards of our firm.
Review Summary
This summary encompasses feedback from clients who have interacted with Julian Mole of Gamble Gaunt & Mole, offering insights into his professional services and client satisfaction.
Positive Feedback
Kevin Morley, who rated the service with five stars, praised Julian for his mortgage advice. Julian suggested continuing with the current mortgage instead of changing it, which proved to be beneficial and significantly improved their financial position. Caren Launus-Gamble, also giving a five-star rating, highlighted the professional service provided by KreativeInc Agency Ltd, including prompt payments and maintaining high standards.
Negative Feedback
However, Rac, who rated the service with one star, had a negative experience. They received incorrect mortgage advice from Mr. Mole, which nearly resulted in them losing out on moving house. This advice was deemed to be entirely incorrect, causing emotional stress and potential professional negligence.
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