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On the 1st of January 2019 we moved into our new home on Bondgate in Otley. Business owner and Financial Adviser Tom Hatley said “It’s another important step forward for the business and testament to the support we have had from the local community and across Yorkshire”.

We have been based in Otley, above Savage Crangle Solicitors, for over 20 years. Tom Hatley has been advising clients for 7 years, taking over the business 3 years ago. Tom added “Royal Oak House has been a great home for us and whilst it is sad to leave, we couldn’t turn down the opportunity to acquire our own premises which will allow us to expand in the future. Our new office has a ‘shop front’ and we look forward to welcoming new and existing clients during 2019 and beyond”.

The new office is modern but retains the classic Grade II listed features of a stone property, including beams in the client meeting space on the first floor. Tom explained “We wanted to create a welcoming and comfortable environment for clients to come and discuss their goals and aspirations for the future. Building financial plans that deliver on those goals with long term financial security is something we are excited to continue in our new home”.