3 Best Financial Services in York, UK

Daniel was a pleasure to interact with. He listened very carefully, asked pertinent questions and took a holistic view of my situation before recommending the best independent products. Refreshingly, he advised me that in respect of some of my investments, I was already doing everything right and they didn’t need to have anything further optimised. Ultimately, I did go ahead with a very attractive income protection policy that he found for me. Communication was easy, supportive and detailed. Would definitely recommend.

My family had used Ardent for several years. I was seeking funding routes to purchase the freehold commercial property that our business operates from and secure a future pension from rental income. Mark was brilliant, we worked through a funding solution and completed the purchase. I had many questions and if Mark did not have an answer to hand it was quickly found. I must thank Mark for his patience and thoroughness throughout the process. Without his expertise I would never have been able to complete it. Simply brilliant.

After looking at a number of local (and near local) options we settled on Ardent to provide us with advice on our finances and options going forward. We have two children going through university, and although retirement is still a way off we wanted a sense check that we were on track for what the future may bring, as well as our options regarding our pensions. Ruth Norman was excellent. Professional and empathetic. She listened carefully to us and provided advice (and reassurance) for our plans. There was no hard sell on anything from Ruth, just a clear and measured laying out of the options. This is exactly what we needed at this point in our lives, and we will certainly be using Ruth and Ardent again.

We met with Katie to discuss our changing finances including a change in employment status that granted share options and one of us having a terminal illness. Katie and everyone at Yorwealth made us feel welcome, comfortable, empowered, and prepared. They are straightforward, intelligent, and thoughtful. I would recommend them to anyone - but particularly those with something unusual to plan for. A great local business.

Our experience of YorWealth was excellent. Communication, from the initial enquiry, was efficient and personable. The advice we received during the face to face meeting was honest, clear and straightforward. Oliver also took the time to answer any questions that we had and was honest about the involvement that he could have. I would highly recommend YorWealth.

I recently had a consultation with Oliver who provided me with excellent advice on how to navigate my particular situation in the most efficient methods. The overall experience right from my initial enquiry was excellent and I would not hesitate to recommend YorWealth.