YorWealth Ltd- Financial Planners - York

YorWealth Ltd - Financial Planners

Address: Studio 7, YorWealth Ltd - Financial Planners, Forest Farm Business Park, York YO19 4RH, United Kingdom.

Phone: 1904623888.

Website: yorwealth.co.uk.

Especialidades

Specialties: Financial planner.

Otras características interesantes

Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly.

Opiniones

This company has 46 reviews on Google My Business.

The average opinion is 5/5.

Características clave

• Experiencia personalizada y honesta
• Asesoramiento claro y directo
• Diseño de planes financieros personalizados
• Apoyo para diversas situaciones financieras
• Acceso a servicios en línea y en sitio

Recomendación

Basándonos en las opiniones de los clientes, YorWealth Ltd - Financial Planners parece ser una empresa confiable y profesional. Su enfoque en la experiencia personalizada y el asesoramiento claro y directo sugiere que están comprometidos con ayudar a sus clientes a alcanzar sus objetivos financieros.

Además, su identificación como empresa women-owned y su inclusión de servicios para personas con discapacidad demuestran un compromiso con la diversidad y la inclusión.

Conclusión

En resumen, YorWealth Ltd - Financial Planners parece ser una empresa sólida y confiable que ofrece servicios financieros personalizados y de alta calidad. Si estás buscando un planificador financiero que se adapte a tus necesidades individuales, YorWealth Ltd - Financial Planners podría ser una excelente opción para considerar.

👍 Reviews of YorWealth Ltd- Financial Planners

Jo M.

5/5

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.

F H.

5/5

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.

Jason C. ?. C. T. W. A. T. P.

5/5

Excellent local financial adviser business based in York. Highly knowledgeable staff with the ability to explain the complex world of finances to the lay person so they can make well-informed judgements and decisions about their monies. Highly recommended.

Lucy P.

5/5

So pleased I made the decision to seek professional advice. Katie was really helpful and friendly, offering me clear communication and advice specific to my needs for income protection. The whole process was quick and has put my mind at ease. I highly recommend and will be back for further advice, thank you.

laura H.

5/5

A really helpful appointment. Oliver went through a range of options with us making sure we understood them all, whilst listening to our wants/needs throughout. There was no pressure to make any decisions, I felt he genuinely had our best financial interests at heart.

Lily M.

5/5

As a young person, aged 25, I thought it was important to gain a much stronger understanding of my financial situation. I had a Zoom call with Katie Machin to discuss my financial situation in both the short and the long term. The advice that Katie gave me regarding saving for a deposit for a future property purchase, the different types of savings accounts available and pension information was invaluable. Her advice was clear and concise and her warm and friendly manner immediately made me feel comfortable talking about my finances. I am very grateful to Katie and I would highly recommend her to anyone seeking help with their finances.

Max H.

5/5

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.

Alan S.

5/5

I went to YorWealth for financial planning. They looked at my situation and gave me excellent advice. There was no fee for the consultation