Professional financial advice in Yorkshire

Putting aside some of your hard earned money into pensions and savings is one thing; having the time, knowledge and inclination to manage it tax efficiently in an ever changing global and financial landscape is another. That’s where I can add real value to your long term financial wellbeing; let me focus on you, what you want to achieve with your finances, and how to do it tax efficiently.

My approach is people-centric. I will work with you to understand your money mindset, your needs and priorities and then tailor you a bespoke financial strategy. I will then be with you every step of the way on your financial journey.

Kallum Crossley DipFS