Adrian Arnold
DipPFS, Cert CII (MP & ER)
Welcome to Treetops Financial Planning Ltd, where we provide financial planning advice and services to you in an easy to understand manner.
With over 25 years experience in financial markets we help remove the complexities of building a financial plan and our focus is on delivering exactly what you want to achieve. Our advice is provided in a friendly, face-to-face manner and we are committed to providing a superior service, building long-term relationships based on trust, along the way.
About
Treetops Financial Planning was established in November 2019 when its Director, Adrian Arnold accepted an invitation to join St. James's Place. Prior to this, Adrian held various senior advisory roles within Corporate Financial Risk and became keen to share his extensive experience of building effective financial plans with individuals and businesses. Adrian is hugely motivated by helping people feel secure about their financial futures, providing guidance in all areas of financial planning.
Excellent client service is paramount within our business plan and we understand that no two clients are the same. We therefore take great care to fully understand your specific needs, objectives and priorities to ensure we deliver a solution, which is truly tailored to your individual circumstances. In our experience though, these circumstances won’t always remain the same, so we also regularly review and update your plan with you, to help keep your future lifestyle goals on track.
Based in Wetherby, between Harrogate, York and Leeds, we are working closely with clients both locally and nationally.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 16/02/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Treetops Financial Planning Ltd is registered in England and Wales, Number 12192655. Registered Office: Wetherby Business Centre, 14-18 York Road, Wetherby, LS22 6SL.
