Yorkshire Financial Planning Ltd

Photos

Reviews

1. Jo Silverwood ★★★★★

   Caroline and Jo delivered a very interesting and insightful presentation to our team on retirement planning. Everyone was most grateful for their excellent presentation, sound advice and expert knowledge. Thank you so much ladies!

   1 year ago
2. Sam Stone ★★★★★

   Jo is so much more than our Financial Advisor, she has supported our family through many situations good and bad. She took time to really understand our needs; we feel in very safe hands with Jo. She is always well prepared and flexible to work round our schedule. I would highly recommend Yorkshire Financial Planning!

   almost 3 years ago
3. Nigel Archer ★★★★★

   Hi all who read this, I am most encouraged by the professionalism and attention to detail of both Caroline and Jo in helping my wife and I arrange our pensions and finances moving into retirement, they are very polite and most helpful explaining every step of the way thus far in a simple cut the jargon way. I would have no problem recommending them and their company based on the service we have received so far and look forward with peace of mind completing the process. Nigel Archer September 2022

   almost 3 years ago

1. Arfon Williams ★★★★★

   Had an initial meeting with Caroline to discuss future financial requirements. Found Caroline very approachable and easy to talk to. Caroline was very knowledgeable and provided excellent financial advice and guidance. Would use again in the future. :)

   almost 3 years ago
2. Laura Howson ★★★★★

   I have been working with Caroline over the past couple of months and from the outset I have found Caroline to be approachable, friendly and professional. From the moment I sent a speculative enquiry through Instagram to our and throughout our multiple one to one conversations, Caroline and Jo have provided an informative and professional service. I know that as a working single mum with a drive to succeed in life, I could put my complete trust in the information provided to me by Caroline and feel empowered to be in control of all my finances. Great work ladies, I could only give you 5 stars but I’d gladly make it ten!

   almost 3 years ago
3. Suzi Fogarty ★★★★★

   We recently met with Caroline & Jo, for a review on our Pensions, and a financial review. They spent time with us discussing the current Pension arrangements, and explaining in more detail what this would mean moving forward. Explaining clearly our options and look at ways to boost incomes/savings for the future, and growth on Investments for the longer term. Giving us the security of funds for our short term plans too. We are looking forward to our next meeting to finalise these.

   almost 4 years ago

1. Caroline Rice ★★★★★

   Our initial on line meeting with Jo and Caroline was positive,professional and friendly. We felt able to ask questions and to offer suggestions as well as listen to the valuable information we were given. We are confident that Jo and Caroline will enable us to plan for the future and make all their advice clear and accessible. We thoroughly recommend Yorkshire Financial Planning.

   almost 4 years ago
2. Louise Stancer ★★★★★

   Caroline has looked after my mortgage, life insurance and pension advice for many years. I value her honest, straightforward approach and the practical advice she gives. Everything is explained in a simple and transparent way and I know exactly what the products recommended offer and how they work. I trust Caroline time and time again for all my financial needs and I would highly recommend her services.

   almost 4 years ago

FAQs