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Independent Financial Advisor in Bardsey, Leeds

David F. Hook Independent Financial Advisers

Address: Rigton Croft, Scarsdale Lane, Bardsey, Leeds, LS17 9BH,
Telephone: (01937) 572996 or 572175
Fax: (01937) 574642
E-mail: info@isaved.co.uk
Visit our Web Site: www.davidhook.co.uk
Contact: Jonathan Hook, Independent Financial Advisor in Bardsey, Leeds

General information
We are a broad based multi-adviser practice. We give client focused dynamic solutions for a whole range of financial situations.

The advising individuals, of which there are 2, have an average of 25 years industry experience, offering independent and unbiased financial advice to both the individual and corporate clients. You may feel unsure as to whether we can help you, therefore meetings at our office are without cost or obligation.

We specialise in advice on the following:
  • Investment planning, with particular regard to ISA's, Unit Trusts, Investment Trusts, PEP transfers.
  • Investment solutions to produce income or capital growth, or a combination of both.
  • Long term and residential care.
  • Life Assurance, Critical Illness Cover and Income Replacement Schemes.
  • All aspects of Pension Planning including the new 'Stakeholder' requirements.
  • Mortgages.
  • Monthly and Lump Sum Savings.
  • School and University Fees Planning.
  • Offshore Investment.
  • Inheritance Tax Planning.
Tax mitigation schemes to either lessen or eradicate all forms of taxation including, CGT, IHT & Income tax.
Meetings at our offices are without cost or obligation
David F. Hook Independent Financial Advisers. are regulated by the Financial Services Authority-

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