About us
Philpott Financial offer a personal and professional service, advising clients on a range of financial solutions. Based in Skelmanthorpe, Huddersfield John Philpott and sons take pride in tailoring bespoke financial services for clients throughout West Yorkshire.
As a family run business, we appreciate that everyone requires a unique service and we’ll make sure to give you quality, straightforward advice that suits your individual requirements. We’ll take our time with you and ensure you fully understand each detail of any product we recommend. You’ll be working directly with a local qualified adviser who will help you manage and grow your financial assets, regularly updating you when new products and services become available.
We are Top Rated
We’re excited to have been included in the 2023 VouchedFor Top Rated guide. VouchedFor, a site similar to Tripadvisor but for financial services, release their guide every year to identify the best of the best in financial services.
To be included is a huge honour and we’re delighted to have been included.
Meet The Team
We believe in developing successful relationships with our clients and look for every opportunity to future-proof your investment and protect your assets for years to come.
Testimonials
We pride ourselves on our service. Here’s some kind words from our clients.
Mr Hodgson – Retiree – Halifax
“I have used Philpott Financial for a number of years & have always found them to be helpful & very informative. Upon my retirement they gave me good advice & made sense of the chaos that was my pension pot.
I meet with Ben at least annually to review my finances & nothing is too much trouble. All in all I am very satisfied with the service I receive & the honesty of the advice”
Mrs Crowther & Mr Palfreeman – Huddersfield
“Just a quick thank you for your help in advising us with our pension options. The advice given was delivered in a clear and concise way that we could understand which made the whole process easy and straightforward. Our investments are doing well and look forward to seeing you at our annual review. Thanks again, J & C”
Mr Dyson – Huddersfield
“I have used Philpott Financial for many years. They have always provided a knowledgeable and trustworthy service with a relaxed and friendly style. I have used their advice for my life and savings policies, and more recent pension reviews and investment arrangements. I would highly recommend Philpott Financial.”
Mr & Mrs Day – Company Director – Dewsbury
“We use Philpott Financial for our investment and retirement planning and would highly recommend both Ben and Henry. They are extremely professional and are a true credit to the profession and their ever growing family business.
Financial services wasn’t a knowledgeable field of ours, but with the clarity of advice given and professional manner received, I was soon able to process and thoroughly understand everything that I needed to know.”
Mr Parkinson – Retiree – Rochdale
“I was recommended 15years ago to Philpott Financial by a business associate who said to me that John Philpott had always given him very good financial and pension advice. I had 3 different pension plans and over the years John and Benjamin have given me impartial advice and gave me some realistic targets which gave me confidence to make changes and build a pension plan for future retirement. I had no hesitation in recommending them to friends.”
Mr Stansfield – Company Director – Holmfirth
“Ben Philpott has always provided me with an excellent & trustworthy service. I have been impressed with the depth & extent of his knowledge of financial products. The annual reviews undertaken have been comprehensive & thorough. Ben has always provided a prompt reply to any of my queries. So I would not hesitate in recommending Philpott Financial to you.”
Mr Scott – Company Director – Halifax
“Having close to zero investment knowledge it was a huge relief speaking with Benjamin Philpott from Philpott Financial. Not only did he take the time to clearly illustrate my options he was also able to explain the concepts of investments & pensions in a way which was easy to understand. Ben highlighted the importance & tax efficiency of pension planning at a young age. After dealing with Ben for the last few years I feel comfortable that we have a risk rated plan in place that will suit my retirement needs in years to come.”
Mr Smith – Divisional Director – Huddersfield
“Personally I had not used a Financial Adviser for over 8 years and had about 3 different dormant pensions. I had heard a lot of good feedback about Benjamin and his farther, so I made contact with Benjamin who arranged an appointment. Benjamin appeared on time looking very smart with a fantastic can do positive attitude. He built a very robust plan that catered for my needs and future goals. He also went above and beyond his duties by following up HRMC tax issues for me which he did not have to do, great job. I would not hesitate to recommend Benjamin to my friends, family and work colleagues.”
Mr Tomlinson – Company Director – Sowerby Bridge
“My wife and I have dealt with John for many years and more recently my company has continued that with Ben for my fellow directors along with me. We have dealt with them for Pensions, life insurance, and critical insurance policies etc and have always been very happy with the impartial and highly professional advice we have been given. We have always taken their recommendations and have been very pleased with the results they have attained for us consistently.”
Mr Cooke – Senior Associate – Wakefield
“I retired as Senior Associate from a local firm of Solicitors 3 years ago now. Being 5 years short of state retirement age it was important to me that my pension fund provided a good return. Benjamin has proved invaluable in ensuring I have a good income in retirement. I can recommend him to anyone in a similar position. I will not be looking anywhere else for pension advice.”
Mr Thomas – Retiree – Huddersfield
“Ben has been our Financial Adviser since early 2015. He has assisted with the investment planning for my wife and I based on our financial situation which has proved to be a success for our particular level of risk required. He also provides us with regular updates to keep us informed of progress. We have found him to be a very personable professional adviser and have already recommended him to others.”
