YorWealth Ltd- Financial Planners - York

YorWealth Ltd- Financial Planners

YorWealth Ltd- Financial Planners is a highly regarded financial planning firm located at Studio 7, Forest Farm Business Park, York YO19 4RH, United Kingdom. With a phone number of 1904623888 and a website at yorwealth.co.uk, this firm specializes in financial planning and offers a range of services to meet the diverse needs of their clients. The company is also proud to identify as women-owned.

In addition to their online appointment options, YorWealth Ltd- Financial Planners provides onsite services at their easily accessible location. The facility boasts wheelchair-accessible entrance, parking, seating, and washrooms, ensuring that all clients can easily access their services. The company is also known for its LGBTQ+ friendly atmosphere, making it an inclusive choice for those seeking financial planning assistance.

Specialties and Services

• Financial planner: YorWealth Ltd- Financial Planners specializes in providing personalized financial planning services to help clients achieve their long-term financial goals.

Key Features

• Women-owned business
• Online appointment options
• Onsite services available
• Wheelchair accessible entrance, parking, seating, and washrooms
• LGBTQ+ friendly atmosphere

Testimonials and Reviews

YorWealth Ltd- Financial Planners has received numerous positive reviews from satisfied clients. With an average rating of 5/5 based on 46 reviews on Google My Business, this company has consistently delivered exceptional service and advice. One client shared their experience, stating, 'Our experience of YorWealth was excellent. Communication, from the initial enquiry, was efficient and personable. The advice we received during the face-to-face meeting was honest, clear, and straightforward. Oliver also took the time to answer any questions that we had and was honest about the involvement that he could have. I would highly recommend YorWealth.'

Based on these reviews, it is clear that YorWealth Ltd- Financial Planners prioritizes customer satisfaction, clear communication, and personalized service. Their commitment to providing honest and straightforward financial planning advice has earned them a strong reputation and a loyal client base.

👍 Reviews of YorWealth Ltd- Financial Planners

Jo M.

5/5

Our experience of YorWealth was excellent. Communication, from the initial enquiry, was efficient and personable. The advice we received during the face to face meeting was honest, clear and straightforward. Oliver also took the time to answer any questions that we had and was honest about the involvement that he could have. I would highly recommend YorWealth.

F H.

5/5

We met with Katie to discuss our changing finances including a change in employment status that granted share options and one of us having a terminal illness. Katie and everyone at Yorwealth made us feel welcome, comfortable, empowered, and prepared. They are straightforward, intelligent, and thoughtful. I would recommend them to anyone - but particularly those with something unusual to plan for. A great local business.

Jason C. ?. C. T. W. A. T. P.

5/5

Excellent local financial adviser business based in York. Highly knowledgeable staff with the ability to explain the complex world of finances to the lay person so they can make well-informed judgements and decisions about their monies. Highly recommended.

Lucy P.

5/5

So pleased I made the decision to seek professional advice. Katie was really helpful and friendly, offering me clear communication and advice specific to my needs for income protection. The whole process was quick and has put my mind at ease. I highly recommend and will be back for further advice, thank you.

laura H.

5/5

A really helpful appointment. Oliver went through a range of options with us making sure we understood them all, whilst listening to our wants/needs throughout. There was no pressure to make any decisions, I felt he genuinely had our best financial interests at heart.

Lily M.

5/5

As a young person, aged 25, I thought it was important to gain a much stronger understanding of my financial situation. I had a Zoom call with Katie Machin to discuss my financial situation in both the short and the long term. The advice that Katie gave me regarding saving for a deposit for a future property purchase, the different types of savings accounts available and pension information was invaluable. Her advice was clear and concise and her warm and friendly manner immediately made me feel comfortable talking about my finances. I am very grateful to Katie and I would highly recommend her to anyone seeking help with their finances.

Max H.

5/5

I recently had a consultation with Oliver who provided me with excellent advice on how to navigate my particular situation in the most efficient methods. The overall experience right from my initial enquiry was excellent and I would not hesitate to recommend YorWealth.

Alan S.

5/5

I went to YorWealth for financial planning. They looked at my situation and gave me excellent advice. There was no fee for the consultation