Financial Advisers (Independent) in Shipley (West Yorkshire)
The New Barn
Home Farm, The Avenue
What sets Coleman Clough apart is the dedicated and skilled team that work together to deliver the high service standards of investment counselling, tax advice and personal service that have become our hallmark. Our service is designed to meet the needs of individual clients, Trustees of family trusts, company pension funds, Corporate and business clients.
Our service normally starts with a comprehensive review of a clientÃ¢Â€Â™s current financial position, mortgage, pensions, investments and life assurance. We then work with clients to establish financial aims and objectives and then draw up a written financial plan detailing how these goals can be achieved. We then monitor progress with regular reviews.
Our initial discussion with a new client is free of charge and we are happy to work on the basis of an hourly fee or commissions. Please contact us for more information.
The success of Coleman Clough has been built on three simple principles developed over thirty years business experience: integrity, professionalism and complete impartiality.
We believe in offering a high quality service that takes care of a client over the long term and never loses sight of the fact that, at all times, we must deliver financial planning strategies that fulfil our clients requirements. This ethic has helped us to retain a high degree of loyalty from our clients and other professionals with whom we work. Indeed, many of our clients have been with us since the 1970Ã¢Â€Â™s and in some instances we now act for three generations of the same family.
At Coleman Clough Investment Management our aim is to ensure that you have the best possible advice when planning your financial future. When was the last time your pensions, savings and life assurance plans were reviewed? As your personal circumstances change, there may well be a need to update your current plans in order to establish adequate provision for the future.
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