Seventy Financial Planning

Seventy Financial Planning provides financial planning services tailored to individual needs, combining traditional advice with modern technology. They aim to assist clients in achieving and maintaining financial freedom through personalized services.
  • Full Advice
  • Hybrid Advice
  • Self-managed services
  • Financial planning quizzes
Size
Small
Phone
01423 611004
Website
seventyfinancialplanning.com
Email
Available in Endole App
Locations
The Apple Store, Haggs Farm, Haggs Road, Follifoot, HG3 1EQ
01423611004
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Attivo
Attivo is a fast-growing Chartered, independent firm that specialises in all aspects of Lifestyle Financial Planning across England and Wales.
Company Details
Seventy Financial Planning is operated by CGR Wealth Management Ltd and is a Active company incorporated on 24 October 2012 with the registered office located in Harrogate, North Yorkshire. CGR Wealth Management Ltd was registered 13 years ago.
Status
Active
Size
Micro
Directors
2
Age
13 years old
Employees
7
Turnover
Unreported
Total Assets
£102.79K
Cash in Bank
£101.21K
Total Liabilities
-£48.22K
Amy Stephanie Riley
Director • British • Lives in England • Born in Oct 1986
Christopher Graham Riley
Director • British • Lives in England • Born in Jul 1983
Mr Christopher Graham Riley
PSC • British • Lives in England • Born in Jul 1983
More information on CGR Wealth Management Ltd
Teams
All
2
Andrew Brierley
Independent Financial Planner • Joined Sep 2017
Lisa Haigh
Financial Advisor • Joined Jun 2020