Independent Financial Advisers based in Harrogate.

You’ve recently taken over mine and my wife’s pension, we’re incredibly positive about the decision we’ve made to move them to you.

Moving pension provider is not a decision that anyone should take lightly. From the start you’ve been professional and expert, your presentation to us had well-constructed data and complete disclosure as to ongoing fees.

You came to our house when it was convenient to us to sign the paperwork, and the portal you’ve given us access to is an excellent resource.

I’m not far away from collecting my pension, so it’s important that I do everything I can to maximise returns over the next few years, and I have every confidence that you and Schofield Money will do this for me.

I have no hesitation in recommending you to anyone looking to get the most out of their pension plans.

I would like to express my thanks to you and your colleagues at Schofield for the excellent guidance and support you collectively provided during the investment of my pension pot earlier this year.

At all times I felt your advice was given with my best interests at heart and I appreciated the open and easy to understand way you put across, what was for me, complex information.

Now we are up and running your immediate availability to answer any queries I may have together with our pre-set schedule of more formal reviews confirms to me I made the correct decision choosing Schofield over the other companies I interviewed at the time.

After losing my husband I needed to feel confident and secure about my financial matters and Emma gave me that.

Reacting quickly to changing circumstances, both personal and global, she has grown my investments within my risk choice and provided me with advice above and beyond immediate finances.

I feel confident about the future for both myself and my family, we are in safe and sensitive hands.

I engaged with Schofield when looking at consolidating my various company pension schemes that I have built up. Liam informed me of the risk levels associated with different pension funds and provided me with astute financial advice allowing me to make an informed decision.​

Liam has excellent industry knowledge and explained how the various wrapper and tax efficient products that are available on the market work. In addition to my pension fund, I now provide Liam with a monthly savings funds that is spread across different risk levels in an ISA. The perfomance to date of both products surpasses my expectations and greatly exceeds the levels on offer within banks. As such I wouldn’t hesitate to recommend the services of Schofield and that of Liam personally.

Just a quick note to thank you and your team for all your guidance, advice and of course financial acumen! Planning for the future is a daunting task, yet you and your team make it an easy and enjoyable experience!​

At our regular review sessions, your clear explanations about how to best invest my money ensure I always feel informed and involved in every decision. You (very) patiently listened to my concerns and developed a balanced portfolio that delivers exactly what I need both now and in the future. I also appreciated your advice about my pension and was delighted to see its enhanced performance following your recommendations.

​I trust Schofield to ensure I take the right decisions about my finances and now feel more confident and assured about the future.

I have been with Schofield for a few years now and am very happy with the service.

Emma responds to any queries I have quickly and efficiently. She listens to your needs and helps develop a plan that suits your lifestyle for now and the future.

​I have annual appraisals on my portfolio where she explains concisely how we are doing now and how the forecast is looking in the future.

For the first time I feel I trust an independent adviser with my finances!