Schofield Money Ltd
We are a team of skilled, professional and experienced financial advisers, focused on helping our clients to make more of their money. We’ve been in business for more than 20 years and are proud to have lots of happy, long term clients that are living the life they want because of the quality and success of our financial advice and planning. Specialising in providing expert guidance in pensions, investments, insurance and estate planning, our team of Chartered Financial Planners are impartial and independent. We are happy to offer you a no obligation review of your current investments and planning at our expense. We’re good at what we do and are growing fast – in fact, we are now one of the largest Chartered Independent Financial Advisors (IFA) in the North of England. We believe that we offer the very best independent financial advisory and planning service in Yorkshire.
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Verified contacts
24
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
1
tools in use
Monthly traffic
3
organic / mo
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Decision-makers and verified team members
24 contacts with verified email or phone · masked until revealed.
- DC
Daniel Clark
Advice & Operations · Operations
EmailPhone - GS
Geraldine Simpson
Client Manager · Customer/Client Service
EmailPhone - JM
James Melia
Chartered Financial Planner · Finance & Accounting
EmailPhone - AK
Andrew Klamerus
Head of Financial Analysts at Schofield Money · Finance & Accounting
EmailPhone - JS
James Schofield
Director · General Business & Management
EmailPhone - LH
Liam Healy
Director Chartered Financial Planner · Finance & Accounting
EmailPhone - JH
Jack Haire
Financial Planner · Finance & Accounting
EmailPhone - LD
Lucy Davy
Client Manager · Customer/Client Service
EmailPhone - MT
Megan Thomas
Client Manager · Customer/Client Service
EmailPhone
Showing 9 of 24 verified contacts
Top roles at Schofield Money Ltd
14 distinct titles indexed · top 10 shown.
- 7client manager
- 2financial planner
- 2managing director
- 1advice & operations
- 1chartered financial planner
- 1client support
- 1director
- 1director chartered financial planner
- 1executive assistant
- 1financial analyst
- +4more titles
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