Yorkshire Financial Planning Ltd - Brough

Address: Unit 9, Yorkshire Financial Planning Ltd, Business Centre, Baffin Wy, Brough HU15 1YU, United Kingdom.
Phone: 1482275540.
Website: yorkshirefinancialplanning.co.uk
Specialties: Financial planner, Financial consultant, Mortgage broker.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Transgender safespace, Appointment required, Free parking lot, On-site parking.
Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Yorkshire Financial Planning Ltd

☎️1482275540

⏰ Open Hours of Yorkshire Financial Planning Ltd

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–12 PM
Saturday: Closed
Sunday: Closed

Introduction to Yorkshire Financial Planning Ltd

Located at Unit 9, Yorkshire Financial Planning Ltd, Business Centre, Baffin Wy, Brough HU15 1YU, United Kingdom, Yorkshire Financial Planning Ltd stands out as a reputable financial services provider. With a focus on offering comprehensive financial planning, consulting, and mortgage brokerage services, this company has been making waves in the UK financial sector. Operating under a women-owned banner, they pride themselves on accessibility and inclusivity, ensuring a welcoming environment for all clients regardless of background or identity.

Key Features and Services

Expert Financial Services: Specializing in financial planning, financial consulting, and mortgage broking, Yorkshire Financial Planning Ltd equips individuals and businesses with the knowledge and tools to make informed financial decisions. Their team of experts, including Caroline and Jo, are renowned for delivering insightful presentations and sound advice, as evidenced by the glowing reviews they've received.

Accessibility and Convenience

Understanding the importance of accessibility, Yorkshire Financial Planning Ltd offers a range of conveniences. Their facility is wheelchair accessible, complete with an accessible entrance, parking lot, and restroom. Furthermore, they cater to a diverse clientele by providing language assistance and being LGBTQ+ friendly. Their office also offers the convenience of online appointments, onsite services, and even a free parking lot for clients, making it easier than ever to manage your financial future.

Customer Satisfaction and Support

The dedication to customer satisfaction is evident in the overwhelmingly positive reviews on Google My Business. With a perfect average opinion of 5/5, clients appreciate the thoroughness and professionalism of the services provided. This high rating reflects their commitment to delivering exceptional service and support, often going above and beyond to ensure client needs are met.

Contacting Yorkshire Financial Planning Ltd

For those considering seeking financial advice or planning, Yorkshire Financial Planning Ltd is just a phone call away. You can reach them at 1482275540 or visit their website at yorkshirefinancialplanning.co.uk. They offer not only phone consultations but also the option for online appointments, ensuring flexibility for clients. With services both onsite and remotely, and a commitment to inclusivity, Yorkshire Financial Planning Ltd is well-positioned to assist individuals and businesses in navigating their financial pathways with confidence.

👍 Reviews of Yorkshire Financial Planning Ltd

Yorkshire Financial Planning Ltd - Brough

Jo S.

5/5

Caroline and Jo delivered a very interesting and insightful presentation to our team on retirement planning. Everyone was most grateful for their excellent presentation, sound advice and expert knowledge. Thank you so much ladies!

Caroline R.

5/5

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.

Sam S.

5/5

Jo is so much more than our Financial Advisor, she has supported our family through many situations good and bad. She took time to really understand our needs; we feel in very safe hands with Jo. She is always well prepared and flexible to work round our schedule. I would highly recommend Yorkshire Financial Planning!

Louise S.

5/5

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.

Maggie B.

5/5

At 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.

Laura H.

5/5

I have been working with Caroline over the past couple of months and from the outset I have found Caroline to be approachable, friendly and professional. From the moment I sent a speculative enquiry through Instagram to our and throughout our multiple one to one conversations, Caroline and Jo have provided an informative and professional service. I know that as a working single mum with a drive to succeed in life, I could put my complete trust in the information provided to me by Caroline and feel empowered to be in control of all my finances. Great work ladies, I could only give you 5 stars but I’d gladly make it ten!

Suzi F.

5/5

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.

MrKaycia

5/5

Yorkshire Financial Planning Ltd was recommended to me by an associate and I am very happy that I listened to them.
I have recently worked with Yorkshire Financial Planning to review my needs.

They were at all times very professional and very responsive to my needs.

I was really impressed with the service I received and am now busy recommending them to others.