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Imagine Financial Planning

Windsor House
Cornwall Road
Harrogate
HG1 2PW

Tel: 01423 527 944
www.imaginefp.com

* Pease don't forget to mention Simply Harrogate when you get in touch.

 

 
Harrogate Offers

FREE Financial Life Planning Discovery Meeting worth £350!

   
     
 

The 1st 15 clients to accept this Simply Harrogate offer can now benefit from a FREE Financial Life Planning Discovery Meeting – normally charged at £350.00!

Don't miss out....call 01423 527 944 for details
and quote the 'Simply Harrogate website'.

Expires 30/09/11

* Terms and conditions may apply -
please ask for details.

   
       
       

  Hours of Business  
     
Monday 9:00 am-6:00 pm
Tuesday 9:00 am-6:00 pm
Wednesday 9:00 am-6:00 pm
Thursday 9:00 am-6:00 pm
Friday 9:00 am-5:00 pm
Saturday Closed
Sunday Closed
 

  Downloadable Information  
     
    Schedule of Services  
     
 
Imagine feeling clarity, confidence and direction about your Future...


Imagine Financial Planning provide independent financial advice that is not limited or restricted in anyway.

Paul and Nigel Woods both have the Diploma in Financial Planning, and have provided independent financial advice for over 10 years. They are members of the following professional bodies: -

Chartered Insurance Institute - CII

The Personal Finance Society - PFS

The Institute of Financial Planning IFP

You naturally want integrity, attention to detail and complete professionalism in your Financial Planner. At Imagine Financial Planning, that's exactly what they provide. In addition they focus on explaining clients financial options in plain English.

Services include comprehensive independent financial planning, retirement planning, investment advice, annuity advice as well as ad hoc advice. Imagine Financial Planning services are provided on a transparent fee basis, which ensures that you know exactly what you are paying for.

Effective financial planning moves you from where you are now to where you want to be in life and provides clarity, confidence and direction. Imagine Financial Planning focus on listening to you and understanding your goals and aspirations to create your Financial Plan.

Imagine Financial Planning are trusted to give you advice in absolute confidence. Whatever your Financial Planning needs and however complex they may feel to you, they will have a solution.

For more information or to book an appointment please call on 01423 527 944 and quote the 'Simply Harrogate website'.

 
What Customers Say...
 
“I have been a client with Imagine Financial Planning since qualifying as a doctor and throughout their service has been excellent. I have a great relationship with them built on trust and flexibility. Their advice and help has been invaluable. I would have no hesitation in recommending Imagine Financial Planning and have introduced the company to friends and colleagues over the years and will continue to do so in the future. A refreshing change to speak to someone who listens to me when things are changing around me.”

- Dr Sal Uka, Consultant Paediatrician

"Always quick to respond to any requests that we have, Imagine Financial Planning also takes a very proactive as well as reactive approach. Their long-term view to financial planning is encouraging us to take the necessary steps for a secure future."

Laura Silcock - Director - White Build Ltd

“Imagine Financial Planning are very personable with a deep knowledge and understanding of the mortgage and financial market. Their advice ensures that we always get the right deal for us. I have a busy and hectic professional career and the ongoing service provides me with piece of mind of knowing that my affairs are in order. Imagine Financial Planning are genuinely interested in my circumstances and I am treated like an individual and not just another customer. I would definitely recommend Imagine Financial Planning to anyone requiring good quality Financial Planning.”

- Dr A Lockey, Consultant A&E

"Imagine Financial Planning have given coherence to my financial planning, and I'm now in a position to take a positive long-term view to my future. I’ve been delighted with the consistent level of personal service I have received from Imagine Financial Planning. I can't recommend them highly enough"

Karla Newbury-Jones - Director (Harrogate) - Mrs. Energy

“I have worked with Imagine Financial Planning for many years and the service from them has always been excellent. Imagine Financial Planning have clearly listened to my needs and delivered clear and understandable Investment Planning Solutions. I have recommended Imagine Financial Planning to my colleagues and would have no hesitation to do so in the future.”

Dr David Yates Consultant Anaesthetist

"Imagine Financial Planning have helped me to manage my finances more effectively and have shown me how to take advantage of various pension and savings contracts. I also feel secure knowing that in the event that something happens to me I have adequate protection to ensure my wife and children will be financially secure."

PJ Snowball - Director (Harrogate) - Recruit 4 Heath Ltd

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