We help clients to achieve the lifestyle they want to live now and achieve piece of mind for their future needs. Regulated by the Financial Conduct Authority.

Tadcaster
Joined January 2020
Companion Financial Planning retweeted
If retirement or even reduced hours are on your radar, don't hesitate to get in touch: companionfinancial.co.uk/ #Pension #RetirementPlanning #Yorkshire #FinancialManagement
Companion Financial Planning retweeted
What do your goals consist of? - More family time? To see more of the world? To buy a new home? The upcoming Bank Holiday may give you time to reflect. Whatever your future goals, we can help you! Find out how you can live the life you want, today: companionfinancial.co.uk/
Companion Financial Planning retweeted
If retirement or even reduced hours are on your radar for the New Year, we can help! #Goals #WednesdayWisdom #Finance Don't hesitate to get in touch: companionfinancial.co.uk/
Companion Financial Planning retweeted
Placing our client’s interest first is a hallmark of professionalism and something we operate by on daily basis. Our designed for people who want to develop a coherent plan for achieving a better life. Get in touch today: companionfinancial.co.uk/ #MondayMotivation
Companion Financial Planning retweeted
Setting up a savings plan is a key part of any longterm financial plan. But before you can do this, you absolutely have to know how much you can realistically afford to save; which means knowing exactly where you currently spend your money. Find out more: companionfinancial.co.uk/bui…
Companion Financial Planning retweeted
Setting up a #SavingsPlan is a key part of any longterm #FinancialPlan. But before you can do this, you absolutely have to know how much you can realistically afford to save. Find out more: companionfinancial.co.uk/bui… #ThursdayThoughts #FinancialPlanning #Goals #Security #Freedom
1
1
Companion Financial Planning retweeted
🙌 H A P P Y * M O N D A Y 🙌 We love the start of the week. There are so many possibilities, so much to experience and achieve! What's on your to-do list this week? Work deadlines? Christmas shopping? #MondayMotivation #Goals #Planning #Positivity #Finances #ChristmasShopping
1
1
Companion Financial Planning retweeted
Did you know, for every £2 pounds of earnings over £100,000, the amount of personal allowance is reduced by £1 Find out how you can reduce the amount of tax you pay by making pension contributions: companionfinancial.co.uk/mak… #Tax #Blog #ReduceTax #Saving #Investments #York #Leeds
1
1
Companion Financial Planning retweeted
From Pensions to Tax Exempt Saving Plans, we work with you to ensure you're saving to suit your circumstances and goals. There isn't a blanket, ''one size fits all' approach. #FridayFeeling #TaxSaving Make sure you get the right advice: companionfinancial.co.uk/
Companion Financial Planning retweeted
🤝 M E E T * T H E * T E A M 🤝 Say hello to lead Chartered Financial Planner and company Director, Neil Price! With over 24 years experience working in financial services, Neil has an incredible track record of helping his clients achieve financial freedom. #BlackFriday #B2C
1
3
Companion Financial Planning retweeted
Financial goals are unique to each person. For some, they wan't to have the financial security to live a comfortable life when they retire. Whatever your goals, we can help you get there: companionfinancial.co.uk/ #Retirement #FinancialPlanning #Motivation #MoneyMatters #Goals
1
1
Companion Financial Planning retweeted
One of the benefits of working with a #CharteredFinancialPlanner is being able to secure your future financial freedom. Life isn't a rehearsal - implement a plan and ensure you get to live the life you want: companionfinancial.co.uk/ #Goals #Growth #York #Leeds #FridayFeeling
Companion Financial Planning retweeted
Did you know, for every £2 pounds of earnings over £100,000, the amount of personal allowance is reduced by £1 Find out how you can reduce the amount of tax you pay by making pension contributions: companionfinancial.co.uk/mak… #Tax #Blog #ReduceTax #Saving #Investments #York #Leeds
2
1
Companion Financial Planning retweeted
For those in a fortunate position to be able to start saving for their children, there a number of options that enable any interest received or investment returns to be received #TaxFree. - Yes, you heard us - TAX FREE! Find out more here: companionfinancial.co.uk/blo… #Goals #York
Placing our client’s interest first is a hallmark of professionalism and something we operate by on daily basis. Our designed for people who want to develop a coherent plan for achieving a better life. Get in touch today: companionfinancial.co.uk/ #MondayMotivation
🤝 M E E T * T H E * T E A M 🤝 Say a happy Bank Holiday Monday hello to lead Chartered Financial Planner and company Director, Neil Price! Neil has over 24 years experience working in financial services and has an incredible track record of helping his clients.
What do your goals consist of? - More family time? To see more of the world? To buy a new home? The upcoming Bank Holiday may give you time to reflect. Whatever your future goals, we can help you! Find out how you can live the life you want, today: companionfinancial.co.uk/
Setting up a savings plan is a key part of any longterm financial plan. But before you can do this, you absolutely have to know how much you can realistically afford to save; which means knowing exactly where you currently spend your money. Find out more: companionfinancial.co.uk/bui…
If retirement or even reduced hours are on your radar for the New Year, we can help! #Goals #WednesdayWisdom #Finance Don't hesitate to get in touch: companionfinancial.co.uk/
From Pensions to Tax Exempt Saving Plans, we work with you to ensure you're saving to suit your circumstances and goals. There isn't a blanket, ''one size fits all' approach. #FridayFeeling #TaxSaving Make sure you get the right advice: companionfinancial.co.uk/