Who are we?
Sarah Siddons from Siddons & Co Financial Planning, based in Ilkley, is a Chartered Financial Planner, passionate about building long term relationships with all her clients, founded on trust and excellent service.
She spends time understanding your unique situation and take a goals-based approach to financial planning to help you plan for a comfortable retirement and peace of mind when it comes to your finances.
A Senior Partner Practice of St. James's Place Wealth Management
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Siddons & Co Financial Planning 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. https://www.sjp.co.uk/products
What do we do?
- Goals Based Financial Planning
- Investment Planning
- Retirement Planning
- Tax & Estate Planning
- Divorce Planning
- Protection Planning
- Best Business Woman in Financial Services, Best Business Women Awards 2021
- Professional Services Business of the Year, Ilkley Business Awards 2020
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