Eccles Greenwood Financial Planning LLP

We are proud to support West Craven Food Bank and have our donation of Christmas goodies ready to be collected. Please feel free to drop any items in to our donation box. Big or small, every contribution makes a difference! 🎄🌟 🎅 #localfoodbank #community #christmas #ecclesgreenwoodfinancialplanning

Meet the Team: Alex is one of our brilliant Partner PA's and she has been a valued part of the team since 2019. She graduated from Leeds Metropolitan University with a BA Honours Degree in PR. Working in several diverse roles within the Marketing and Public Relations sector she has gained experience and knowledge communicating effectively with businesses and consumers, always striving to deliver excellent customer service. She now forms part of our integral office administration team, working together to not only provide administrative support to our Financial Advisers but also to offer support and assistance to our clients. In her own time Alex is a busy Mum to two boys and enjoys spending time with her family outdoors, they love walking, running and biking. We all feel lucky to have Alex as part of the Eccles Greenwood team, not only is she fun and hard working but she organises the best team social events and makes the most amazing carrot cake! #meettheteam #ecclesgreenwoodfinancialplanning #financialplanning #barnoldswickbusiness

🌟 It's Pension Awareness Week! 🌟   This week, is a great reminder to take a moment to focus on your financial future and the importance of planning for retirement. Whether you are just starting your career or nearing retirement, having a clear plan for your pension and taking time to review this, can make a significant difference to your future.   Remember it is never too early or too late to start planning for a secure and comfortable retirement.   #pensionawarenessweek #takecontrol #lifeplanning #financialempowerment #retirementplanning #ecclesgreenwoodfinancialplanning

Fiona Whittet DipPFS Michelle Harrison DipPFS and Oliver Moulton have had a great morning at the Skipton Business Expo, meeting lots of local businesses and having the opportunity to share more about how we help people plan for and protect their future. Congratulations to the winner of our fabulous hamper, Sara Haggas from Comprendo! #skiptonbusinessexpo #localbusinesses #financialplanning #ecclesgreenwoodfinancialplanning

We had a wet but wonderful day at Kilnsey Show yesterday! Thank you to everyone that came to see us at our stand, it was lovely to see some familiar faces and get the opportunity to speak to lots of new people too. Congratulations to our prize draw winner - a successful day with prize winning cattle and a Bettys & Taylors of Harrogate hamper! 🐮 🏆 🍪 🍾 #kilnseyshow #ecclesgreenwoodfinancialplanning #agriculturalshow #financialplanning

The Eccles Greenwood Financial Planning LLP team are looking forward to hosting a stand at Kilnsey Show tomorrow. It's a great day out for all the family! 🐴 🐮 🐑 Come along and say hello! We will have free tea, coffee, lots of home baking and the chance to win a Bettys & Taylors of Harrogate hamper 🍪 🍰 ☕

Michelle Harrison DipPFS Eccles Greenwood Financial Planning LLP had a wonderful day at Keighley Golf Club on Saturday, providing the golfers with refreshments and helping raise money for Double Impact with our raffle.   Thank you to all that took part. It was great to meet so many new people and see some familiar faces too, whilst helping raise funds for this brilliant charity ⛳ 🏌♂️ #charitygolfday #keighleygolfclub #ecclesgreenwood

Meet the Team: Laura Tallant is one of our wonderful Partner PA’s!   Laura has worked within the Financial Services industry for over 18 years. Prior to joining Eccles Greenwood Financial Planning LLP in November 2020, she carried out a variety of roles within the Financial Advice team (formally Skipton Financial Services Ltd) at Skipton Building Society.   Over the years, Laura has played an important role in providing essential support and key information to her colleagues enabling them to provide a high standard of service to clients. With her great attention to detail, reliability, and her ability to work to a time frame, Laura has built trusting relationships with both colleagues and clients.   In her role as Partner PA at Eccles Greenwood Financial Planning LLP, Laura continues to provide great support to our Financial Advisers along with excellent customer service that she takes pride in. She is currently undertaking training to become a Paraplanner, whilst also working towards achieving a formal qualification in Regulated Financial Planning.   When Laura isn’t at work or studying, she enjoys spending time with her partner and their two boys, watching them in their various sporting activities and amateur dramatic productions.   We all love working with Laura and are grateful for her happy to help attitude. We are very proud of how hard she is working to develop herself and her career! #meettheteam #partnerpa #womeninfinance #ecclesgreenwoodfinancialplanning

Well done to our Adviser's, Michelle Harrison DipPFS and Fiona Whittet DipPFS, who completed the Ilkley Half Marathon yesterday to raise money for The Principle Trust Children's Charity. They are tired and a little achy today but it was worth it to help this fantastic cause! The link to sponsor them is still live if anyone would like to make a contribution: https://lnkd.in/gReEaPU6