We help you achieve your financial goals

Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Testimonials


I was looking for a new mortgage, my bank weren’t able to offer me a solution that worked for me but Craig managed to find a deal which took into account my less than straightforward circumstances.
Working with Craig was a real pleasure. He gave us a lot of good advice and guided us through the process.
I would highly recommend Craig as your mortgage advisor especially if your situation is not straightforward.

Ross H Leeds

Craig was able to amalgamate my pensions from various different providers. I was glad I decided to trust him to manage my finances as he was honest and open and explained all my options to me without trying to influence my decisions in any way. He gave me all the information I needed in a way that I could understand.
I’m happy to say that Craig now looks after my mortgages and my pensions and I don’t want this to change as I completely trust his judgement and his advice.

Jane B Leeds

Craig was recommended to me by a friend as I had a few pensions that I’d accrued from several different employers over the years and they needed managing and putting in a safe place for my future.
Craig successfully gathered all the necessary information from the various employers, amalgamated all my pensions and invested them in a reputable and first class provider.
I would highly recommend Craig to manage all aspects of your financial planning as he’s managed my situation so that I am financially where I want to be at this stage in my life.

Paul T Wakefield

I was approaching my 55th birthday with a personal change in circumstances. I wanted to review the pensions that I had in place and explore the options available to me.

Craig listened to me and fully understood my reasons for needing advice and support. He really took time to explain his services and commitment to me as well as making sense of a very complex area. Throughout our relationship Craig has always been very approachable and makes it comfortable for me to feel that I can contact him at any time and he will always be there to not only offer advice but also just to explain terminology! I feel Craig genuinely cares that my decisions are sound and successful for me as an individual and I sincerely trust his expertise.

Stephen B West Yorkshire

My husband and I were buying our first home together as a couple. I was a first time buyer, he’d owned a property before. Our chosen home was a new build (from plot), from an independent builder and we had no idea of how to navigate this.
Craig clearly explained the entire process clearly, kept us up to date, guided us through the documentation, prepared what would be required, spoke of the pitfalls and also explained the regulatory changes happening at the time which effected lending criteria on mortgages.
We’d definitely recommend Craig. He has guided and advised us twice now through buying residential properties and once for a re-mortgage. Each time he has helped us to fully understand the process and made us feel confident in the decisions we were making.

Chris L Guiseley

I was looking to sort out my financial situation – combine pensions, sort out a mortgage and ISAs.
Craig did a load of sterling work sorting out my various bits of pensions from different sources, explaining it all and working out a good solution for everything. He also keeps me updated with regular reviews on my pensions and ISAs and is always happy to investigate and answer any questions I have. He has also helped me arrange mortgages for 2 houses and dealt with some less than helpful mortgage providers and solicitors on our behalf.
Craig has helped us achieve the outcome we needed making sure we understood everything we’d asked about. He’s great at answering all our questions and keeping us updated regularly on all the financial services he’s helped arrange.

Helen L Selby

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Want to know more?

To find out more, please call us on 07709 394112 or email us at craig@pimblott.co.uk