About our Harrogate Office
The office is situated within a Victorian building opposite Harrogate Library, and thus conveniently located close to the town centre.
The office supports clients in managing their wealth by creating bespoke portfolios, with Redmayne Bentley Financial Planning available onsite to provide comprehensive financial planning solutions.
The Harrogate team comprises Tony Oxley and Cliff Singer, who have worked in the office for over 15 years, alongside Mark Robins, Courtney Fyfe and our in-house financial planners Jude Cann and Vittoria Vaccaro. Together, we have a wealth of experience and can help with all aspects of your financial journey.
Whether you are a novice or an experienced investor in need of a guiding hand, we offer a friendly and personal service.
Our services include:
Discretionary Investment Management
A bespoke service where your investment manager will manage your portfolio in accordance with your agreed risk profile, investment objectives, and timeframe. They will be dedicated to protecting and growing your money so you can focus on what’s important to you.
Financial Planning
Our Financial Planning services provide expert advice on various matters, including inheritance tax and estate planning, retirement planning and tax-efficient investing, underpinned by cash flow modelling to help bring your future plans to life. Creating a tailored plan for you, aligned with your investment manager’s strategy with regular reviews and support to keep your plans on track.
Advisory Investment Management
A bespoke service suited to clients with considerable experience in managing their own investments. Your investment manager will provide investment recommendations for your consideration in accordance with your agreed risk profile, investment objectives and timeframe.
We manage portfolios for private clients utilising tax-free products such as ISAs, pensions (SIPPs & SSASs), Trusts and Offshore Bonds.
For more information, please call the office on 01423 526 886 to discuss our services or to schedule an appointment.
Unfortunately, we cannot accept any orders to deal via email.
