ABOUT US
We’re your all-female team of financial advisers
Yorkshire Financial Planning is run by Caroline Allen and Joanne Baker, a passionate pair of financial advisers who work with people at all different stages of life. We believe that it’s never too early or too late to receive fully tailored financial advice, which is why our clients range from forward-thinking young professionals to seasoned employees, business owners, entrepreneurs, families and retirees.
Our role is to help clear away the fog that often makes the path to financial freedom so difficult to navigate. From an initial financial health check, all the way to in-depth investment and retirement planning, financial protection, financial strategies for businesses, and planning for later life, we’re here for you today, tomorrow and far into the future.
Whatever type of financial advice you receive from us, we believe that it should always be personal. This means that we’ll only ever provide advice and recommendations that suit your unique budget, vision and goals, ensuring that your financial journey is clear, focused and stress-free.
ABOUT US