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4.1out of 5

Julie Wilson

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Serves clients with: Over £100k of investable assets or household income
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Chartered Financial Planner
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Julie is regulated by the Financial Conduct Authority (FCA)
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4.3out of 5

Tom Stokes

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Serves clients with: Any level of wealth
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Tom is regulated by the Financial Conduct Authority (FCA)
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77%

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4.7out of 5

Deb Jacobs

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Serves clients with: Any level of wealth
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Deb is regulated by the Financial Conduct Authority (FCA)
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73%

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5.0out of 5

Andrew Elson

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Serves clients with: Over £100k of investable assets or household income
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Qualifications
Chartered Financial Planner Certified Financial Planner
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Andrew is regulated by the Financial Conduct Authority (FCA)
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68%

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4.4out of 5

Oliver Smyth

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Serves clients with: Any level of wealth
Contact me through VouchedFor to receive a free 30 minute initial discussion
Oliver is regulated by the Financial Conduct Authority (FCA)
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66%

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4.8out of 5

Paul Raper

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Serves clients with: Any level of wealth
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Paul is regulated by the Financial Conduct Authority (FCA)
 
 

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Latest client reviews of York IFAs

Mr Ivel was enormously patient and understanding of difficult circumstances. He went out of his way ....client, and to get past that, and provide such exceptional service says how highly I recommend him.    Read More
Linda
I receive a very personal service and ongoing advice. I am very pleased with his constant attention ....ncially. His personality evokes trust and a real caring attitude that he is doing the best for you.    Read More
Gemma Dugard Dugard

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.

Keith StephensonGrosvenor Financial Consultants Ltd
Nicholas LawsonHGH Wealth Management Limited
David LeafPractice Financial Management Ltd
Elizabeth ArmstrongGold Alliance (UK) Ltd
Hung HuiWalker Crips Wealth Management Limited
Charles WilkinsonCharles Wilkinson Financial Planning Limited
Ian HarlandThe Ethical Investment Co-operative Limited
George AtkinsonAtkinson Powell Financial Management LLP
Looking for a different Independent Financial Adviser (IFA) in York? Search by name