About us

 

We are delighted you have visited our site and hope you find it interesting and easy to use. Everything in our organisation – its services, people and processes – is here to ensure we can provide you with the very best advice and support.

 

Eastwood & Partners (Financial Services) Ltd are part of a privately owned insurance broker group based in Huddersfield, West Yorkshire, which was formed in 1990 but incorporates companies and client relationships established over 40 years. The organisation as a whole has grown rapidly in recent years and in total now employs over 80 people in offices at Northumberland House located in the centre of Huddersfield, an office in Sheffield which opened during 2008, and also at Pennine House in Elland where the Financial Services division is now based. 

 

Eastwood & Partners (Financial Services) Ltd currently employ nine appropriately qualified advisers with the remainder representing specialist staff and administrative support. The firm advise a high number of clients, principally acquired by personal recommendation, who will be happy to provide references if required. In addition to our individual clients we are also retained by many businesses both local and beyond to provide them with advice for themselves and their employees.

 

We believe in offering a highly personalised quality service that takes care of a client over the long term and never loses sight of the fact that , at all time, we must deliver financial planning strategies that fulfil their requirements. This ethic has helped retain a high degree of loyalty from our clients and other professionals with whom we work. The valued client base includes a high number of private individuals and small businesses to Public Limited Companies (PLCs).

 

As an Independent adviser firm we offer the option of paying fees for our services. We will always be transparent with our charges, but the choice of payment method can vary according to client needs and can include commission on any products arranged, or a combination of fees and commission.

 

An overview of the services are as follows, these are detailed further within the website and you can contact us for further information by visiting our contact page:

 

 Personal Financial Planning 

 Mortgage Advice

 Personal Taxation

 Investment advice

 Personal Protection

 Building a retirement fund

 Releasing retirement benefits

 Trusts and Inheritance Tax Planning

   Corporate & Business Planning 

   Group Pensions

   Group Protection

   Other Employees Benefits

   Corporate & Personal Business Clients