FAQs

Since 2013, all Financial Advisers in the UK must be qualified to QCF Level 4. We completed these qualifications in 2012 and continued to study achieving Level 6 Chartered Status and Fellowship of the London Banking and Finance Institute.

Chartered status is awarded to individuals who display eminence in their field and must maintain the highest standards of excellence in qualifications, ethics, business practices and professional development. At Yorkshire Financial Planning we are proud to confirm that we are both fully chartered which means you can have the confidence 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.

Being awarded fellowship confirms that at Yorkshire Financial Planning Ltd we have:

- Committed to a higher level of qualification.

- 20+ years of experience in financial services with 5 of these at a senior level.

- Contributed to professionalism and education in the sector.

- Given time over and above our day job for free.

-Worked to build trust & confidence in the sector.

- Raised awareness of financial services as a career choice.

- Served as mentors.

We are also qualified Mortgage Advisers holding the CeMAP qualification.

A conversation is often the easiest way to understand what you need and whether we can help. Please call us or use the contact form so we can chat further. Our contact details can be found here.

Thank you for wanting to meet with us. To arrange an appointment you can call us or use the contact form to set up an appointment. Our contact details can be found here.

Your initial meeting with us has no-obligation. If once we have made a recommendation and you would like to proceed, fees may be payable. We will tell you in advance exactly what fees are payable so you are clear and able to make an informed decision. There will be no unpleasant surprises.

Most of our clients prefer for our meetings to be held in the comfort of their own home. We are happy to do this as we want to make the financial planning process an easy and enjoyable experience for you. Over the years we have dealt with an array of children and pets so please be reassured that we are very relaxed about your personal situation.

We love nothing more than meeting face to face – either at your home, workplace or another suitable location. You are also welcome to visit us at our office.

We understand that clients are busy and often on the move. We can be agile in our approach and meet via video calls or chat on the phone – so finding time to prioritise your finances is no longer an issue.

Whatever your situation, we’d love to hear from you so please get in touch to see how we can help you.