Financial Planning

Ardent Financial Planning
Description: At Ardent, we are passionate about helping you make the most of your finances. Which is why we take the time to get to know you, your lifestyle and aspirations, before offering personalised financial planning and advice, tailored for you.
Phone Number: 01904 655300
Ebor Mortgages
Description: Whole of Market, Independent Mortgage and Protection Brokers
Phone Number: 01904 897 667
Hunter Gee Holroyd
Description: Are you a SME business that would benefit from the time and cost savings you could enjoy by taking professional tax, accountancy or financial planning advice?
Would you like help and support in minimising the tax you pay?
Are you approaching retirement and would like help to plan your finances and pensions?
Phone Number: 01904 655 202
J Illingworth & Co Ltd
Description: General insurance Brokers & Independent Financial Advisers
Phone Number: 01904 631622
Morrell Middleton Auditors Ltd
Description: Specialising in taking businesses into cloud accounting we hold your hand and refine your business processes to reduce the time taken in keeping your records and obtaining up to date results.
Phone Number: 01904 691 141
YorWealth Ltd
Description: YorWealth help clients and their families plan for a better future. We play a crucial role in helping our clients understand what they want, when they want it, and how to get there.
Phone Number: 01904623888
Clive Owen LLP
Description: We are an independent and commercially driven award winning regional accountancy firm providing value added services to corporate/commercial, public sector and private clients.
The firm has developed a position over the past thirty years as one of the largest and most trusted professional firms in the North East. This has been achieved through a relentless focus on the needs and aspirations of our clients – hard working people in regional businesses of all shapes and sizes.
Phone Number: 01904 784 400
MAPIO Financial Limited
Description: MAPIO Financial are whole of market Mortgage and Protection Advisors, based in York. We offer family friendly, impartial advice and we are here to help you find the perfect combination of the right mortgage (for your home) AND great protection (for your happiness).
Testament to our care and attention is the number of clients’ testimonials we receive, and our 5 star Google Reviews which are an important factor to consider when choosing a mortgage advisor.
Mortgages for First Time Buyers, Remortgaging, Buy-to-let mortgages, and Help-to-buy mortgages. Insurance including Life Insurance, Critical Illness cover, Income Protection, Family Income Benefit and Home Insurance.
Start-up Offer:
Free initial meetings at flexible times to suit you.
Phone Number: 01904 235000
Pinpoint Finance
Description: Pinpoint Finance specialise in business and commercial finance. Being independent, we will always act in the best interest of our customer, offering impartial advice, underpinned by high customer service. We are pleased to offer access to all types of Commercial Finance, Business Loans, Property Investment Finance, Development Finance, Asset Finance and Cash Flow Finance.
Phone Number: 01904 866100