About
As independent financial planners, we put you front and centre in our financial planning process.
Our story
We’ve been in business for more than 30 years, helping clients across Yorkshire and the UK. We celebrate our heritage because we realise it is a privilege to be in operation for this long as a small business. Our mission is to provide our clients with a better financial outcome when they need it most.
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Our fee philosophy
You can’t underestimate the value of having a financial planner who’ll work with you to achieve your financial goals.
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What makes us different?
We may look like any other firm from the outside, but it’s what’s on the inside that makes us stand out.
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Our values and vision
Our values aren’t just something we talk about. They’re something we believe in and put into practice every day.
Discover moreMeet your team
Our team is united by a shared vision to create brighter financial futures for everyone. Get to know our fantastic people a little better.
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
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