Helping our clients achieve financial freedom
Who we are
Although we are a small firm, we collectively have over 50 years of experience in financial services demonstrating our clear commitment to the profession
What we do
Our definition of financial planning is the process of helping clients to love the life they WANT without fear of ever running out of money – WHATEVER happens
Antony Ransom IFA Ltd believe fees should be competitive, simple to understand, easy to administer and transparent at all times. Our fee structure is contained within our Client Agreement
About us
We provide independent financial services and advice to private clients and small family run businesses.
Established in 1999, we are Independent Financial Advisers, which means that when making product recommendations, we offer advice on financial products from the whole market.
We are based in Burley-in-Wharfedale, West Yorkshire and clients are welcome to visit us here at our offices by appointment. Alternatively, we are also comfortable carrying out meetings online via screenshare.
Areas of Expertise: Lifetime Financial Planning | Investments Planning | Pensions & Retirement Planning | Investment Risk Profiling | Family, and Business Protection
We work with each of our clients to deliver a tailored personal service, similarly our commitment to our clients is of the utmost importance.
Antony Ransom IFA promise to:
- Work with you to understand your financial objectives
- Provide clear explanations
- Deliver on our promises
- Be approachable and straightforward
- Apply our skills and experience to provide the best solutions for your financial needs
- Ensure secure and safe handling of your money and your information
Pension Planning - Life Assurance - Income Protection - Investments & Savings
What it means to be Chartered
Antony Ransom IFA Limited are proud to be Chartered Financial Planners.
We believe that the Chartered status is the best practice seal of approval of financial planning. It means:
- We have achieved the highest levels of technical and professional knowledge and competence through professional qualifications
- We keep our knowledge and skills up to date through continued professional development
- We adhere to an ethical code of compliance and conduct, which could be enforced through disciplinary sanctions
This means that you can be confident that you are dealing with a firm that is totally committed to providing you with the best possible advice, service and support.
Your Wealth Newsletters
Our quarterly Your Wealth newsletter is packed with useful up-to-date information and facts to help you make investment choices.
Past topics have included
Trusts; Inheritance Planning; Avoiding scams; Pension legislation
Contact us
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