Simple, friendly financial planning.

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About us

YorWealth specialises in straightforward financial advice, with you and your family in mind.

Our independent financial advisers in York help you to manage your savings, protect your family’s financial future and prepare for retirement all in one plan, tailored to you.

Our services focus on 3 key areas...

Who we are

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.

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Our charity

Our charity

York Against Cancer logo

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/

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