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About

Caroline & Joanne are the faces behind Yorkshire Financial Planning. They are both experienced and trusted Chartered Fellow Financial Advisers, having worked in financial services since early 2000's. They founded Yorkshire Financial Planning in 2021 as they wanted to provide a uniquely personal financial advice service that feels different to other practices out there.

Why Choose Us Working together

Our Vision & Mission

We believe financial advice should be focused on client relationships and being there for every life event – be it big or small. Working with a boutique Practice is an experience that goes beyond talking money. It’s all about you, your goals, and your aspirations. We work with you to promote good financial behaviours and remove financial anxiety.

Our mission is to help clients love life and live it to the full. Making financial advice accessible, simple, and easy. We give you the right advice at the right time, and work together to achieve and maintain financial wellbeing - whatever life throws your way. We believe risk is not knowing what you are doing. Creating you a master plan and reviewing this regularly is how we bring your goals to life.

Get to know Caroline

Director & Financial Adviser

Meet Caroline

Get to know Joanne

Director & Financial Adviser

Meet Joanne

We are VouchedFor...

VouchedFor is an independent service that lets you find and review Financial Advisers. All reviews are verified so you can be confident that they are genuine and only Advisers who are authorised are included so you know extensive checking has taken place. It’s a great way of finding out what our clients have to say about us.

We are proud to be rated 5 out of 5 and to have qualified for ‘Top Rated Adviser 2024’ status.

We both feel an immense responsibility to our clients. Good conversations, along with robust financial planning is how you make your dreams a reality, it’s also how you keep those dreams intact should the worst happen.

We understand the difference our conversations make and will always deal with the more challenging topics so we can recommend what we believe is genuinely right for you.

The reviews shown above have been gathered and displayed directly through VouchedFor 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.

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