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OHFS Limited
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Office address

Croft House

Wakefield Road

Leeds

LS27 7HH

Qualifications & specialities
Confirmed Independent
Chartered Financial Planners
Cash flow planning specialists
Retirement planning specialists
Tax planning specialists
Advice methods
Face to face
Advice Fees
Offers fixed fee services
Offers percentage based fee services
Our preferred clients
£500,000
£200,000

OHFS Limited

Chartered Financial Planners based in Leeds

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Our Advisers

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Christopher Hopkinson
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Steven Whelan

Regulatory & Compliance

threesixty

Services we can advise you on

Pensions & retirement
Investments
Tax & trust planning
Insurance & protection
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Appointed Representative

An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.

There must be a written contract between the principal and the AR documenting the arrangement

The principal takes full responsibility for ensuring that the AR complies with FCA rules.

Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.

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