Schofield are a family run, Chartered firm of independent financial advisers based in Harrogate, servicing clients throughout the country.

2022 was a big year for Schofield:   

• Leveraging the use of technology, they can now deliver investment recommendations much faster.
• Not only that… All advice can be accepted digitally by clients, with only a click of a button.
• All clients appreciate a fee reduction, so Schofield have proactively started a re-platforming project which will result in their clients saving over £400,000 in annual fees.
• Schofield have launched a new Estate Planning process spearheaded by Liam Healy TEP. As a Full Member of the Society of Trust and Estate Practitioners (STEP), Liam has dramatically improved the advice process for Private Clients.

Schofield is a company that takes the I of IFA very seriously, being independent is at the heart of everything they do. Their investment process is built using cutting edge technology. By using quantitative data as their foundation, they ensure there is no bias in their selection process. As a result, they have delivered outstanding returns for their clients.

When dealing with clients they strive to always demonstrate their core values. Schofield goes to great lengths to ensure that every penny they advise upon is done so carefully and capably. Schofield understand that they are entrusted with their clients’ futures and take this responsibility very seriously.

Schofield has a vibrant and dynamic team that are committed to enhancing the client experience. They recognise that a lot can be learned from their clients, including what they want and how they can best service them, as a team they therefore regularly reflect on how the service can be improved and the proposition developed.