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Contributor

78%

MATCH FOR YOU

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4.6out of 5

Julie Wilson

More Info
% clients advised in each area  :

Investments

100%

Annuities

8%

Pensions

50%

Insurance & Protection

8%

Later life planning

25%
I'm passionate about increasing my clients' wealth and protecting it from greedy bankers, crazy Governments, desperate authorities and other legalised... Read More
Serves clients with: Over £100k of investable assets or household income
Julie's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

76%

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4.2out of 5

Tom Stokes

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Services:  Investments & Savings, Insurance & Protection, Pension and Retirement, Offshore investing, Saving for children, Stockbroking services, Annuities
Hello my name is TomVery simply I can help you to arrange a financial plan, that's simple, focussed and flexible to achieve your future goals. Whethe... Read More
Serves clients with: Any level of wealth
Tom's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

73%

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4.7out of 5

Deb Jacobs

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% clients advised in each area  :

Investments

80%

Annuities

13%

Pensions

60%

Insurance & Protection

27%

Later life planning

20%
I have 15 years experience and explain things in an easy to understand manner.I can give full independent advice but specialise in later life planning... Read More
Serves clients with: Any level of wealth
Deb's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

64%

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4.8out of 5

Paul Raper

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% clients advised in each area  :

Investments

67%

Annuities

4%

Pensions

59%

Insurance & Protection

22%

Later life planning

11%
A financial adviser who is passionate about tax efficient investments and who can convey complex and sophisticated solutions in an easy to understand ... Read More
Serves clients with: Any level of wealth
Paul's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

61%

MATCH FOR YOU

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5.0out of 5

Tom Hughes

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Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Annuities
Pen-Life are dedicated to increasing your wealth and protecting it from greedy bankers, crazy Governments, grasping authorities and other legalised ro... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

60%

MATCH FOR YOU

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5.0out of 5

Andrew Elson

More Info
Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Equity Release, Offshore investing, Saving for children, Annuities, Mortgages
I am one of a small number of IFA’s who is both a Chartered Financial Planner and holder of a Certified Financial Planner licence. Beaufort Financia... Read More
Serves clients with: Over £100k of investable assets or household income

Latest client reviews of York IFAs

Alison was very helpful in making sure I understood all aspect of the advice she was giving.No problems arranging meetings at mutually agreed dates and time.   Read More
David Lee
I've known Debs for about a year, we were going through some personal problems when we first met and.... my finances and making them more effective for the future. I couldn't recommend her highly enough!    Read More
Paul Trewhitt

Can't find the right York IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in York.

Stuart MathesonGrosvenor Financial Consultants Ltd
Allan DoddsHarrowells LLP
Susan CameronHGH Wealth Management Limited
Les CantlayYorkshire Independent Financial Advisers Limited
David LeafPractice Financial Management Ltd
Janet ComrieGold Alliance (UK) Ltd
Nic MarsdenJWP Creers Wealth Management Ltd
Looking for a different Independent Financial Advisor (IFA) in York? Search by name