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Seventy Financial Planning
Financial advisers in Harrogate with services for investment portfolio management, retirement/pension planning and tax/e | Everything we do we believe will...
Seventy Financial Planning
Financial advisers in Harrogate with services for investment portfolio management, retirement/pension planning and tax/e | Everything we do we believe will challenge people's expectations regarding financial planning. We believe financial planning has the power to improve quality of life. We have a fantastically qualified, experienced and committed team, with access to all the best tools to ply our trade.
General information
Firm type
Single Family Office
Location
Region
Europe
Country
United Kingdom
City
Harrogate
Corporate office
The Apple Store, Haggs Farm, Haggs Road, Follifoot, Harrogate, HG3 1EQ, United Kingdom
Additional offices
Southport, United Kingdom
Principals
Chris Riley
Chartered Financial Planner, Founder
Andrew Brierley
Mortgage Adviser
Iain Sillett
Mortgage Adviser
Lian Dickenson
Financial Services Administrator
Lisa Haigh
Financial Planner
Sector focus
Frequently asked questions
Who makes investment decisions at Seventy Financial Planning?
Chris Riley, the firm's founder and Chartered Financial Planner, leads the delivery of investment advice. The team page identifies Riley as the specialist for investment portfolio management, retirement, and tax planning. Other financial planners on staff, such as Lisa Haigh, provide tailored recommendations but the firm does not detail an investment committee or separate CIO function on its website.
How does Seventy Financial Planning charge for its services?
The firm's code of ethics commits to transparent fees. Its service model is built around tiered engagement — full advice, hybrid advice, and self-managed — which implies that clients pay for the level of professional time and planning complexity they require. The website does not publish a fee schedule but emphasizes that the self-managed tier avoids the associated costs of employing a financial planner.
Who is the underlying family or principal that Seventy Financial Planning manages wealth for?
There is no publicly disclosed information suggesting Seventy Financial Planning is a single-family office managing a concentrated pool of wealth. The firm operates as an independent financial advisory practice serving multiple external clients across the United Kingdom. The wealth-origin question does not apply to its current disclosed structure.
What investment stages or asset classes does Seventy Financial Planning target?
The firm's public disclosures focus on financial planning rather than direct institutional investing. Its stated specializations include investment portfolio management, retirement and pension planning, and tax and estate planning. Mortgage advice represents a separate service line for residential and protection products. There is no public record of the firm making direct venture capital, private equity, or real asset investments.
Does Seventy Financial Planning participate in fund commitments or only direct financial planning?
The firm positions itself as a fee-based financial advisory business providing guidance on investment portfolios and financial products rather than as an institutional allocator making fund commitments. Its website does not describe third-party fund selection activities, manager due-diligence processes, or participation in limited partnership interests alongside other investors.
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