Approachable, friendly and family-oriented may not be the first words you think of when you imagine a financial adviser, but why shouldn’t they be?
YorWealth set out to break down the barriers of financial advice and create a space for you to feel confident with your plans. As a vibrant, growing team of local independent advisers, we provide easy-to-understand, unbiased advice with consistent support throughout.
With several years of experience in the financial services industry, I bring a strong foundation in client support and financial administration. I joined YorWealth in 2023 as an administrator and…
I’ve been working in paraplanning and financial services for over 13 years, and my focus is all about helping clients make smart, confident decisions. I work closely with our advisers…
When working with clients, my primary focus is to ensure they have a clear understanding of the advice I provide. Financial planning can often involve complex jargon, which may overwhelm…
I’m David, an IFA Administrator here at YorWealth. I moved to York from Scotland in 2024 and joined the team in April 2025. It’s been great getting to know the…
For me, financial planning is about listening, understanding what matters to you, and finding ways to help you feel more confident about the future. Whether you’re saving for the future,…
Hi my name is Katie, and I am an IFA Administrator here at YorWealth. I moved to York from Ireland in 2025 and joined the team in January 2026. It’s…
I’m Maddy, a trainee paraplanner at YorWealth. I joined the team in 2024 as part of our growing paraplanning department, and I’m excited to be developing my career in financial…
When a client first comes to me for an exploratory meeting, there could be many reasons for doing so. They may be concerned about their current financial arrangements, or worried…
Clients come to me for various reasons—whether they’re concerned about their current financial arrangements, worried about retirement, or seeking ways to reduce their tax burden. My role as an unbiased…
As a financial planner, my focus is on helping you feel confident, informed, and in control of your financial future. I take the time to understand what truly matters to…
As crazy as it sounds, there are millions of pounds sitting in forgotten cash ISAs. The Telegraph recently submitted a Freedom of Information request to National Savings and Investments (NS&I),…
The financial advisers at YorWealth are here to make managing your money simple. In this guide, we talk you through all the things you need to know about inheritance tax…
Many of our clients here at YorWealth are long-term investors. They’re able to benefit from a long-term investment strategy, spanning at least 10 years, and in many cases, even longer.…
For 2026, YorWealth is delighted to support York Against Cancer.
Cancer can affect anyone, at any time, and having access to friendly, local support services is invaluable to patients and families during diagnosis, treatment and recovery.
York Against Cancer exists to provide care for patients and their loved ones. As well as their own cancer care support centre, the charity also offers free stays in their respite properties across Yorkshire. They are designed to offer friendly spaces for patients and their loved ones to access holistic care away from clinical environments.
They provide a free minibus service to transport patients to their radiotherapy treatments in Leeds, and have their own mobile chemotherapy unit, fully staffed by experienced NHS professionals, to make treatment more accessible.
The team at York Against Cancer are very involved with community education too. Project “CARES” (Cancer Awareness and Risk Education in Schools) is a project funded by York Against Cancer and facilitated by the Huntington Research School, sharing interactive teaching resources around cancer and providing teacher training on difficult conversations with children on the subject.
The charity also supports cancer research. They fund the Jack Birch Unit at the University of York, which is making landmark discoveries in understanding the causes, prevention and treatment of cancer.
York Against Cancer is an independent charity is entirely funded by donations and fundraising actions. It is an honour to support their goals with our charity partnership this year.
You can find out more about them on their website: https://www.yorkagainstcancer.org.uk/
If you would like to make a donation towards their work, please go to: https://www.yorkagainstcancer.org.uk/get-involved/donate/