Schofield Money

Schofield Money is an independent financial advisory firm based in Harrogate, providing financial advice for individuals at various life stages. They assist clients in making decisions about their finances, from starting out in their 20s to planning for retirement and creating a legacy.
  • Pension planning
  • Wealth management
  • Investment management
  • Independent financial advice
  • Financial planning for families
Size
Small
Phone
N/A
Website
schofield.money
Email
N/A
Locations
Harlow Court Beckwith Knowle, Cardale Park, Otley Rd, HG3 1PU
01423368000
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Harrogate Wealth Management
Based in the beautiful spa town of Harrogate, we are a small team of fiercely independent financial advisers who pride ourselves on the tailored, highly personalised approach we bring to every client.
Company Details
Schofield Money is operated by Schofield Money Limited and is a Active company incorporated on 1 July 2004 with the registered office located in Harrogate, North Yorkshire. Schofield Money Limited was registered 21 years ago.
Status
Active
Size
Small
Directors
5
Age
21 years old
Employees
23
Turnover
Unreported
Total Assets
£4.5M
Cash in Bank
£2.03M
Total Liabilities
-£2.13M
Mr Robert Nicholas Jason Schofield
Director • British • Lives in England • Born in Sep 1962
James William Schofield
Director • Director • Financial Adviser • British • Lives in England • Born in Aug 1990
Peter Drinnan
Director • Independent Financial Adviser • British • Lives in England • Born in Jun 1964
Mr Liam John Healy
Director • Financial Adviser • British • Lives in UK • Born in Jul 1988
Schofield Money Group Limited
PSC
More information on Schofield Money Limited
Teams
All
13
Customer Service
5
Finance
3
Consulting
3
Executive
2
Other
3
James Schofield (FPFS)
Director • Joined May 2016
Rose Brown
Client Manager • Joined Sep 2024
Megan Thomas
Client Manager • Joined Apr 2021
Lucy Davy
Client Manager • Joined May 2021
Jayne Bolton
Client Manager • Joined Nov 2023
Peter Drinnan Ba(Hons) Frsa
Managing Director • Joined Jul 2000
Liam Healy APFS Tep
Director | Chartered Financial Planner • Joined May 2014
Ben Hiley Dippfs Certpfs (Securities, DM)
Financial Planning Associate • Joined Jan 2023
David Taylor APFS
Financial Analyst (Paraplanner) • Joined Dec 2018
James Melia APFS
Chartered Financial Planner • Joined Mar 2021
Rose Brown
Client Manager • Joined Sep 2024
Megan Thomas
Client Manager • Joined Apr 2021
Lucy Davy
Client Manager • Joined May 2021
Jayne Bolton
Client Manager • Joined Nov 2023
Lily Barker
Client Support
Ben Hiley Dippfs Certpfs (Securities, DM)
Financial Planning Associate • Joined Jan 2023
James Melia APFS
Chartered Financial Planner • Joined Mar 2021
Jack Haire Dippfs
Financial Planner • Joined Jan 2022
James Schofield (FPFS)
Director • Joined May 2016
Peter Drinnan Ba(Hons) Frsa
Managing Director • Joined Jul 2000
Ben Hiley Dippfs Certpfs (Securities, DM)
Financial Planning Associate • Joined Jan 2023
James Melia APFS
Chartered Financial Planner • Joined Mar 2021
Jack Haire Dippfs
Financial Planner • Joined Jan 2022
Liam Healy APFS Tep
Director | Chartered Financial Planner • Joined May 2014
David Taylor APFS
Financial Analyst (Paraplanner) • Joined Dec 2018
Daniel Clark
Advice & Operations • Joined Nov 2017
View 13 members