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With you for the journey

At Eastwood Financial Services we pride ourselves on careful financial planning and providing sound advice and support to guide you through the twists and turns of life.

Based in West Yorkshire for over 40 years, we are an independent firm of advisers providing independent advice and access to a wide range of financial services and financial planning for a diverse range of private and business clients.  

Building long term relationships with our clients and gaining their trust and confidence is at the heart of what we do. We aim to achieve good outcomes for all of our clients at all times. The integrity and professionalism of our staff, combined with our systems and controls, enables us to succeed here.

To find out more about us and what we can do to help you and / or your business, please give us a call. We'd love to help.

Meet the Team

Directors and Advisers

John Eastwood John Eastwood Chairman +

John began working for Commercial Union in 1965 and launched his broking career seven years later. In 1976, he set up an insurance broking business which, at the time, offered both general insurance and financial service products. Over the years the two disciplines became separated with John choosing the general insurance route, although he always retained an interest in financial services. He has been a chairman of financial services companies for many years.

Karen Wynard Karen Wynard DipPFS Managing Director +

Karen has been with Eastwood Financial Services since 2002, became an Independent Financial Adviser and went on to lead the corporate services team in 2010. Appointed to the board in 2012, Karen has been instrumental in developing the firm she grew up with. Karen is the figurehead for the business and is driving forward the future strategy alongside studying legislation, looking after clients and delivering seminars.

Ian Sheppard Ian Sheppard Director +

Ian has been Group Managing Director of Westin Group which comprises of manufacturing and engineering companies since 2011. He has also been a Director of Eastwood & Partners since 2012. Prior to this, he held various finance and operational roles in large retail groups where he first became acquainted with the Eastwood companies. Ian joined us in 2020 and provides oversight for the IT and Finance functions whilst assisting with general support and commercial aspects within the business.

Tim Ball Tim Ball APFS CertCII (FS) EFP Director & Chartered Financial Planner +

Tim has been with Eastwood Financial Services Ltd (and its various guises) since 1988 and specialises in the ‘at retirement’ sector, offering whole-of-market financial advice to corporate and individual clients. Tim became a Chartered Financial Planner in 2020 and was appointed to the board of directors in 2023. He holds various certificates including the Advanced Diploma in Financial Planning. In his spare time he loves nothing more than being outside with his camera taking photographs of anything nature related, especially birds.

Andrew Pyrah Andrew Pyrah FPFS, CertCII (MP & ER) Director & Chartered Financial Planner +

Andrew commenced his career in Financial Services in 1991 and started advising clients in 1995. He is a Chartered Financial Planner and Fellow of the Chartered Insurance Institute and accredited by the Society of Later Life Advisers (SOLLA). Andrew specialises in advising those in Later Life and their families on investment, pension and inheritance tax & trust planning.

Richard Turner Richard Turner DipPFS Director & Independent Financial Adviser +

Richard has been with Eastwood Financial Services since 2001 and specialises mainly on personal financial planning and building strong relationships with his portfolio of clients who he has worked with for many years.

Clive Yemm Clive Yemm APFS Chartered Financial Planner +

Clive’s career in financial services began in 1996 and he is now a Chartered Financial Planner providing particular expertise in wealth management and complex pension issues such as dealing with Small Self-Administered Schemes, self-invested pensions and retirement options.

Paul Atkinson Paul Atkinson DipPFS Independent Financial Adviser +

Paul began his career in financial services in 1987 and has worked for a variety of firms providing investment, pension and protection propositions. He joined Eastwood Financial Services in April 2021 and specialises on personal financial planning, as well as building strong relationships with his clients and professional connections.

Nicholas Utting Nicholas Utting CCBI PFA Independent Financial Adviser +

Nick began his career in financial services in 2000, initially working in the banking sector.

He joined Eastwood Financial Services in January 2023. Nick specialises in both private and corporate financial planning, providing investment, pension and protection propositions focusing on holistic financial planning.

Kelly Noakes Kelly Noakes DipFA Independent Financial Adviser +

Kelly began her career in financial services in 2011 working her way up from administrator to paraplanner through to adviser giving her experience in all aspects of her role.

She joined Eastwood Financial Services in September 2023. Kelly specialises in personal financial planning, providing pension, investment and protection advice

A career in financial services

Are you professional, hard working and looking for a career in financial services?

Explaining our fees

We offer fair and transparent fees and our first meeting is typically at no cost and with no obligation.