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xWith 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 unrestricted advice and access to a wide range of financial services and financial planning for a diverse range of private and business clients. We have also been awarded Corporate Chartered status by the Chartered Insurance Institute which is the gold standard for our industry.
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
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 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.
John trained as a chartered accountant before joining the financial services sector as an independent financial adviser in 1987 and becoming director in 1991. He joined Eastwood Financial Services in 2007 and provides corporate and personal financial planning.
Anthony has been with Eastwood Financial Services since 2008, starting initially as a Paraplanner. Anthony now heads up the Private Client Team, in addition to chairing the Investment Committee and looking after a number of longstanding clients.
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.
Advisers
Tim has been with Eastwood Financial Services since 1988 and specialises in the ‘at retirement’ sector, offering whole-of-market financial advice to corporate and individual clients. He holds various certificates including the Chartered Insurance Institutes Advanced Diploma in Financial Planning and Long Term Care Award and the Pensions Management Institutes Certificate in Pensions Automatic Enrolment.
Clive’s career in financial services began in 1996 and he is now a qualified pension specialist providing particular expertise in wealth management and complex pension issues such as pension transfers, self-invested pensions and retirement options.
Rachael’s career in the financial services sector began in 1994 and she has been with Eastwood Financial Services since 2016. Rachael specialises in personal financial planning, offering whole-of-market financial advice. She holds the Certificate in Financial Planning and the Diploma in Financial Planning.
Warwick has worked in an advisory role since 1987, specialising in retirement and investments for a number of firms, including a FTSE 250 company before joining us to provide financial advice to corporate and individual clients. Warwick holds the Diploma in Financial Planning and is a member of the Personal Finance Society and Chartered Insurance Institute.
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.
After graduating from the University of Leeds, Ian spent six years at an independent financial services company and became a group risk specialist. He joined Eastwood Financial Services in November 2012 as an Employee Benefits Consultant.