Business Details
Independent Financial Advisers in Morley, Leeds
Gamble Gaunt & Mole is a firm of Independent Financial Advisers serving clients across Yorkshire and surrounding areas. With over three decades of combined experience, our consultants provide tailored financial solutions through face-to-face consultations at clients' homes, workplaces, or our Morley offices. Our approach focuses on understanding individual life goals to create comprehensive financial plans covering investments, pensions, protection, and estate planning. We operate under the regulatory oversight of the Financial Conduct Authority, ensuring compliance with the highest industry standards. Our commitment to ongoing client education and regular portfolio reviews ensures financial strategies evolve with changing circumstances.The team holds advanced professional qualifications, including Statements of Professional Standing, demonstrating technical expertise and ethical practice. We pride ourselves on delivering clear, jargon-free advice that empowers clients to make informed financial decisions. Our whole-of-market approach enables access to a comprehensive range of products and solutions. Regular client reviews ensure investment strategies remain aligned with personal risk profiles and financial objectives. The firm's longevity and client retention reflect our dedication to building long-term trusted relationships.
Services
Financial Planning
Investment Advice
Pension Management
Mortgage Solutions
Estate Planning
Protection Insurance
Retirement Planning
Tax Efficient Investments
Business Protection
Wealth Management
Highlights and features
- We have over 30 years of combined experience in financial services
- We offer whole of market advice across all financial products
- Our team holds advanced professional qualifications (Statements of Professional Standing)
- We provide FCA-regulated financial advice and services
- We conduct regular portfolio reviews to maintain investment alignment
Associations and certifications
- Financial Conduct Authority
What people say
Excellent service
Knowledgeable advisers
Thorough explanations
Personalised approach
Long-term trust
Services
Financial Planning
Our comprehensive financial planning service helps clients achieve their life goals through strategic wealth management. We begin with detailed discovery meetings to understand your aspirations, current financial position, and risk tolerance. Our advisers create tailored strategies covering cash flow management, tax efficiency, and long-term wealth preservation. Regular reviews ensure your plan evolves with life changes and market conditions.
Investment Advice
We provide expert investment advice tailored to your risk profile and financial objectives. Our process includes risk assessment, asset allocation, and fund selection from thousands of options. We monitor market conditions and portfolio performance, making adjustments as needed. Clients receive regular updates and have access to online platforms for real-time portfolio visibility.
Pension Management
Our pension specialists help maximise retirement savings through comprehensive pension reviews and consolidation. We advise on personal pensions, SIPPs, and workplace schemes, considering tax advantages and investment choices. We help clients understand their options for retirement income, including annuities and drawdown strategies, ensuring informed decisions about their financial future.
Mortgage Solutions
We offer mortgage advice for first-time buyers, remortgaging, and buy-to-let investments. Our advisers assess your financial situation to recommend suitable mortgage products. While commercial mortgages aren't FCA-regulated, we provide transparent advice on residential mortgages, helping clients navigate the process from application to completion with clear explanations.
Estate Planning
Our estate planning service helps preserve wealth for future generations while minimising inheritance tax liabilities. We advise on wills, trusts, and life insurance solutions. Through discounted gift trusts and whole-of-life policies, we help clients structure their assets effectively, ensuring their wishes are fulfilled while maintaining compliance with current tax regulations.
People
Jeremy Gamble
Financial Adviser
With over 30 years in financial services since 1987, Jeremy provides expert financial advice specialising in pensions and investments. He joined Gamble Gaunt & Mole in 2004 after management roles in home service sector. Jeremy holds the Dip PFS and Cert CII qualifications, ensuring technical excellence in financial planning.
Richard Gaunt
Financial Adviser
Richard has been an Independent Financial Adviser since 2002 with over 30 years' experience in financial services. He specialises in pension consolidation and investment management, helping clients achieve financial security. Richard's approach combines technical expertise with clear communication to demystify complex financial concepts for clients.
Julian Mole
Mortgage Specialist
Julian brings extensive banking experience to his role as mortgage specialist, having worked in financial services since 1992. He provides expert advice on residential and commercial mortgage solutions, leveraging his background in retail and merchant banking to understand clients' property financing needs.
Andrew Kellett
Financial Adviser
Andy has provided financial advice since 2005, drawing on previous management experience in the home service sector. He specialises in creating tailored financial solutions for individuals, focusing on long-term wealth creation and protection strategies that align with clients' life goals.
Questions
What financial services do you specialise in?
We specialise in pensions, investments, protection insurance, mortgage solutions, and estate planning for both individuals and businesses.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under reference 604487.
How do you tailor financial advice to individual needs?
We conduct detailed discovery meetings to understand your specific goals, risk profile, and financial circumstances before creating customised solutions.
Do you offer face-to-face consultations?
Yes, we provide face-to-face advice at your home, workplace, or our Morley offices for a more personal service experience.
What areas do you cover?
While based in Morley, Leeds, we serve clients across Yorkshire and surrounding areas including West Yorkshire and Leeds city.
How often do you review financial plans?
We recommend regular reviews to ensure your financial strategy remains aligned with your goals and changing circumstances.
