Seventy Financial Planning Reviews 26

As always Chris was very professional and went through the performance of our investments over the past 12 months. Going over any points we raised and giving advise as needed in a manor that was easy to understand. Excellent.

I received help filling in very important documentation
This was done for me and explained in great detail every step taken I also had a few inheritance questions
The advisor was extremely helpful and knowledgable
which gave me peace of mind for the future

Always had attentive service

I have been a client of Seventy Financial planning since 2015, The openness and personal attention have always been first class.

open and trusting conversation, very detailed in my financial future

My annual review was a very professional presentation of my pension investments once again, and I have full confidence in Seventy Financial Planning to ensure that my financial needs are met in retirement

Seventy Financial Planning has been a real lifesaver for us. Prior to this, our investments with a previous firm were leaking and rapidly depleting which would have resulted in severe difficulties. It was a bold decision to move away and now I know that it was one of the best decisions we made to shore up our finances. The first process after a rigorous fact finding assessment was to put in place a system to stop the leaks. Once everything was stabilized, the next phase was to grow the investments and this has been achieved which is especially pertinent in the difficult markets which we are seeing. We will continue to recommend the team. Thank you.

Chris as usual explained everything to me in a way I understood, very good chat online and charts easy to understand too how he explained it, I would definitely recommend to friends

The team at Seventy Financial Planning have provided my wife and I with invaluable expert advice and support over a number of years. Their services are very professional and first class. I would not hesitate to recommend them to anyone seeking independent financial advice

Chris was very knowledgable and gave his time to help me out with a problem even though I was unable to take up his full service. Highly recommended.

I have enlisted the help of two leading members of Seventy Financial Planning over the past few years - Chris Riley and Andrew Brierley. Both have been fantastic throughout, offering serious professional advice tailored to my individual financial needs, but always in a relaxed fashion in their friendly Yorkshire manner! They are very patient when things need explaining a couple times, and try to keep it as simple as possible for the client - which is appreciated. In fact all of the team at Seventy are great. Highly recommended :)

We have found Chris to be friendly, professional and trustworthy and the advice he has given has greatly improved our financial security

Chris and the team at Seventy Financial Planning have been looking after the financial affairs of my husband and me for several years. This has included investment portfolio management, pensions and inheritance tax planning. Chris has provided invaluable advice in a very straightforward way. There is no 'blinding the customer with science' with Chris and he has shown incredible patience going over the more complex issues! As a result we have recommended Chris and the team to several friends/family all of whom are delighted with the professional service they are receiving.

My wife and I have found that Chris and his team have always been there when we have need of them and Chris has always made himself personally available to answer any questions I may have along with positive advice. A very genuine person.

Chris makes the whole process of financial planning, which can be difficult to comprehend, as simple as possible so that you, the customer, can make informed choices.

Very pleased with Seventy Financial Planning. Chris Riley understands that each individual case is unique, he takes the time to understand his client and is professional and courteous and is able to keep complex matters simple and easy to understand. Chris is genuinely interested and develops a high level of trust and confidence. I look forward to future meetings and can see myself engaging Chris in the years ahead, and would gladly recommend Chris.

My wife and I first contacted Chris approximately some 10 years ago regarding our investments. We were very impressed with him and the advice we were given on our first meeting and have been ever since. We have an annual review, when he will answer any questions asked and explain in detail his recommendations so that we fully understand the steps we are taking. We also know that we can contact him by telephone if we have any concerns .It is good to know that our finances are being taken care of by such a competent advisor and I would have no hesitation in recommending Chris's services to anyone

Great Helpful Advice, Friendly approachable staff

I definitely would recommend this company - excellent service

Simple, impartial, straightforward advice. No bull. What you want and expect from someone from Yorkshire.