An all-female team of financial advisors in East Yorkshire, giving advice you can trust. At Yorkshire Financial Planning, we are proud to be clear about our philosophy.
Whoever you are, whatever you do, this is what you can expect from us. We pride ourselves on putting you first, keeping things simple and being straight talkers.
So if that's what you're after, we'd love to hear from you.
Based on 10 Reviews
Add ReviewAt a time where I felt like my life was falling apart , Jo's fantastic expertise calmed and reassured me. She helped me consider all of my options and advised me on different outcomes for each scenario until I felt confident with the right decision for me. I would recommend Yorkshire Financial Planning to anyone! They have been amazing for me.ReportRe: At a time where I felt li ... Yorkshire Financial Planning Ltd replied on Monday, December 13th 2021Thank you so much for taking the time to leave us a review. It has been and is always a pleasure to help you Maggie
We recently met with Caroline & Jo, for a review on our Pensions, and a financial review. They spent time with us discussing the current Pension arrangements, and explaining in more detail what this would mean moving forward. Explaining clearly our options and look at ways to boost incomes/savings for the future, and growth on Investments for the longer term. Giving us the security of funds for our short term plans too. We are looking forward to our next meeting to finalise these.ReportRe: We recently met with Caro ... Yorkshire Financial Planning Ltd replied on Tuesday, October 26th 2021Thank you so much for taking the time to leave us a review. We look forward to seeing you both very soon
Having reached out for some help with my finances. Jo contacted me and has been nothing but supportive. She's so friendly and has really helped me.Report
I genuinely can recommend these ladies. I wouldn't go anywhere else.Re: Having reached out for so ... Yorkshire Financial Planning Ltd replied on Monday, December 13th 2021Thank you for your review Hannah it is always a pleasure to help and support you with your financial plans
Laura Bagshaw opted not to leave a text review of Yorkshire Financial Planning LtdReport
Our initial on line meeting with Jo and Caroline was positive,professional and friendly. We felt able to ask questions and to offer suggestions as well as listen to the valuable information we were given. We are confident that Jo and Caroline will enable us to plan for the future and make all their advice clear and accessible. We thoroughly recommend Yorkshire Financial Planning.ReportRe: Our initial on line meeti ... Yorkshire Financial Planning Ltd replied on Monday, December 13th 2021Thank you for taking the time to leave us a review. It is a pleasure to work with you and we look forward to meeting Pilau very soon
Caroline has looked after my mortgage, life insurance and pension advice for many years. I value her honest, straightforward approach and the practical advice she gives. Everything is explained in a simple and transparent way and I know exactly what the products recommended offer and how they work. I trust Caroline time and time again for all my financial needs and I would highly recommend her services.ReportRe: Caroline has looked after ... Yorkshire Financial Planning Ltd replied on Monday, December 13th 2021Thank you for leaving us a review Louise. It is always a pleasure to work with you
Efficient, professional, informative , and friendly service. I really know my best interests were in place. Highly recommended . Been to others , not a patch on this one ! Wonderful service. Very pleased and feel safe.ReportRe: Efficient, professional, ... Yorkshire Financial Planning Ltd replied on Monday, September 6th 2021Thank you for taking the time to leave us a review. It was a pleasure to help you. Good luck with your new adventure
Fantastic service provided by Caroline. Provided an excellent way forward which ultimately looks as though it will exceed our expectations as to what was possible when we retire.ReportRe: Fantastic service provide ... Yorkshire Financial Planning Ltd replied on Friday, September 3rd 2021Thank you for taking the time to leave us a review. It has been an absolute pleasure to help with your planning. We look forward to hearing how you get on with your plan
Spoke with Joanne at Yorkshire Financial Planning Ltd. She was extremely professional and very helpful with my query. An excellent service.Report
I would fully recommend Yorkshire Financial Planning.Re: Spoke with Joanne at York ... Yorkshire Financial Planning Ltd replied on Friday, August 13th 2021Thank you John it has been a pleasure to help you
I have recently worked with Yorkshire financial planning ltd to review my needs.Report
I was really impressed with the service I received.
Nothing was too much trouble for them with everything that i was needing to know.
There patience with me was very much appreciated.
I am now recommending them to othersRe: I have recently worked wi ... Yorkshire Financial Planning Ltd replied on Friday, July 30th 2021Thank you for taking the time to leave feedback. It is a pleasure to be able to support you with your plans.