Financial Planning

At Fenton Simpson, we take a holistic approach, leaving no stone unturned to ensure our clients receive a comprehensive financial planning service. We work closely with our professional partners to keep our clients one step ahead, giving them the peace of mind that their finances and investments are working according to their objectives and as efficiently as possible. Although most of our clients are from York, Harrogate, Knaresborough, Leeds, Malton or Scarborough, we can help with your Financial Planning needs wherever you are in the UK.

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Pensions & ISA's

We can ensure that investment returns are enhanced and protected to allow tax-free growth and income.

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Tax Efficient Plans

Using our expertise in tax-efficient planning to get the most out of our client’s investment portfolios.

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Investments

Using our expert knowledge and understanding to make informed decisions.

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Share & Bonds

Shares & Bonds are the basic ‘building blocks’ of all diversified investment portfolios.

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Inheritance Tax Planning

Careful planning to help your family avoid a hefty inheritance tax bill.

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Wealth Management

Managing wealth so that so that your later years, and its financial implications are covered.

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Fenton Simpson Financial Planning is a trading style of Cheetham Jackson Ltd which is authorised and regulated by the Financial Conduct Authority (FRN514951). The Financial Conduct Authority do not regulate tax advice.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk