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Expert financial advice from Yorkshire Financial Planning

Let’s create your masterplan for financial wellbeing.

Financial planning through a boutique practice is a truly personal experience. Together we’ll focus on you, your expectations and your aspirations, ensuring that you’re living for today and planning for tomorrow.

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They say, ‘money makes the world go round’. We say, ‘people make the world go round’. Your life, your hard work, your hopes, your dreams. Every step of the way, we’ll be there.

Hello, we’re Yorkshire Financial Planning.

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

Services

Our services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice the no-nonsense Yorkshire way.

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We'll be by your side, and on your side, every step of the way.

Financial planning is much, much more than just talking about money. This short video shows how working with us can really make a difference to you.

Working together

It might sound like a bit of a cliché but working together is how we help you reach your goals.

We believe for financial advice to be relevant, practical and effective, a strong relationship based on open communication is crucial from day one.

Beginning with an initial chat, we’ll pinpoint the actions required for you to strengthen your finances, provide for your loved ones, achieve complete peace of mind, and leave a lasting legacy.

Regular financial reviews are important too, as that way we can fine-tune your plan so that it can accommodate all of life’s developments, surprises, and ups and downs.

Working together

Will writing involves the referral to a service that is separate and distinct to
those offered by St. James’s Place. Wills are not regulated by the Financial
Conduct Authority.

FAQs

Want to know more?

We get asked a lot of questions by people who are new to financial planning and aren’t quite sure if they need
a financial adviser. If this applies to you, take a look through our most frequently asked questions.

If there’s something we haven’t covered or you’d like to explore a topic in more detail, please get in touch with our team.

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Testimonials

What our clients say

We’re incredibly grateful for how much our clients trust our financial advice and the kind words they share with their friends, family members and professional networks.

Take a look at what they have to say about their experiences working with Yorkshire Financial Planning. We’re sure you’ll agree it’s inspiring stuff!

Review for Caroline

Caroline has reviewed both my pensions and investments to ensure I am on track. She used cash flow modelling to demonstrate any changes that needed to be made which was great as I now know exactly what I need to do. I find our annual reviews invaluable and I am grateful for the time she spends with me.

The reviews shown above have been gathered and displayed directly through
Vouched For and have not been verified by SJP.

Review for Joanne

Jo is without a doubt the person you want to be helping you with your finances. She has supported me through the purchase of my first home, setting up life insurance and quite honestly changed my relationship with money. When I first met Jo I was in debt, lousy at saving and unable to see a way out. Now I own my own home, I have fabulous holidays and I no longer want to cry whenever I open my online banking apps. Her advice is honest, thoughtful and wide ranging. She gives you many options of how to solve an issue all of which take into account you as a person. Jo sees more than just a bank balance. She truly gets to know her clients and understands their needs fundamentally to ensure the advice she gives is expertly tailored to what you need. I can’t thank you enough. Or recommend more highly.

The reviews shown above have been gathered and displayed directly through
Vouched For and have not been verified by SJP.

Review for Joanne

Jo has helped me to understand my retirement plan and how much I need to save to have the retirement I want. By setting a goal I feel like I am clearer on what I need to do and it's helping me make smarter financial decisions so I can save more.

The reviews shown above have been gathered and displayed directly through
Vouched For and have not been verified by SJP.

Review for Caroline

I sought financial advice as I am a business owner and wanted to put a strategy in place for both my personal and my business finances. Over the last couple of years I have had regular meetings with Caroline to put in place a strategy for both myself and my business. We have discussed what I am trying to achieve, by when and how best to meet my goals. Caroline has helped me to think differently about my plan and what I'm prepared to do to achieve my ultimate goal. As a result I have made changes to how much I am saving and how I protect myself. I feel like I can pick up the phone and talk to Caroline whenever I need to and that she'll always be there to provide me with the expertise I need. Working closely with Caroline has brought about benefits I wasn't expecting such as tax savings within my business and a clear plan for what I will do with my business when I come to retire. I sincerely recommend Caroline to anyone who wants to build a relationship with an adviser who truly cares about you and your finances.

The reviews shown above have been gathered and displayed directly through
Vouched For and have not been verified by SJP.

Review for Caroline

Taking early retirement I needed the best advice to make my pot give me the maximum income for the longest term. All the advice was clear, easy to follow and understand. My pots have been put to the best use by the planning she has recommended. I am truly satisfied with what Caroline has done and will continue to do going forward.

The reviews shown above have been gathered and displayed directly through
Vouched For and have not been verified by SJP.

Review for Joanne

I reached 50 and being the sole earner in the family wished to ensure that, in the event of my death, cover was in place for any gap in earnings this might bring in the next few years. Joanne helped me to determine best scheme weighing up means of payment (best scheme for tax efficiency), level of cover, scope (i.e. whether to consider critical illness also). Joanne made clear arrangements for meetings (online) and was always well prepared for these. I wanted someone to work through all the options so I did not have to - and assist with the best result.

The reviews shown above have been gathered and displayed directly through
Vouched For and have not been verified by SJP.

Review for Joanne

I have been employed all of my working life and have recently become self employed and needed some help and advice about transferring my pension. Joanne has been amazing from start to finish and has definitely exceeded my expectations. Nothing is too much trouble for her and she is always happy to help. She made me feel at ease instantly and I wouldn’t trust anyone else. I am more than happy to recommend her to my friends and family.

The reviews shown above have been gathered and displayed directly through
Vouched For and have not been verified by SJP.

Review for Caroline

We are approaching a milestone age and felt like our finances were not in order. I reached out to initially ask for some advice. Caroline has helped us so much in all areas of out finances. She has guided us through a process of managing our monthly money and getting a grasp on our general household finances. Caroline has advised us on savings and how to achieve our financial goals. We have set up ISA accounts and are focusing on our pension plan. I knew we needed help but wasn't sure of exactly what and Caroline has exceeded our requirements. She has taken the time to understand us, our family and our circumstances and advised us on how we can make things work for us in order to achieve our goals. Caroline was fantastic and I would recommend her and her team to anyone wanting financial advice.

The reviews shown above have been gathered and displayed directly through
Vouched For and have not been verified by SJP.