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…
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.…
The UK government understands the vital role charities play in our health and wellbeing as well as for creating positive social impact in our communities. That’s why individuals and corporations…
Ever wondered how much you need to comfortably retire on? You’re not alone! It is one of the most common questions our financial advisers are asked in initial meetings with…
We founded YorWealth with the principle of delivering high quality family focused financial planning.
Unfortunately, not everyone can plan for the future they deserve and we want to help in any small way that we can.
For 2025 we have chosen to support The Island, a youth charity in York.
The Island is a York-based youth charity. It provides mentoring programmes for local children and young people experiencing challenges with their mental, emotional and social wellbeing.
Through recreational activity, The Island’s fully trained volunteer mentors look to work with children and young people to help raise their confidence, self-esteem and resilience levels so that they can take positive steps forward. This work is done either through one-to-one support or through group-based provisions with each programme offering long-term, sustainable support to meet their needs.
Sometimes, children and young do require additional support which is why in recent years The Island has launched a foodbank, counselling and tutoring programme. These additional services enable The Island to achieve their objectives which are to help children and young people to thrive despite their current circumstances.
Children and young people that The Island commonly work with include those who have experienced or witnessed domestic violence within the home, live in food poverty despite living in a working house, children with visible and invisible disabilities and differences, young carers, children experiencing bullying either on or offline, those displaying early signs of mental ill health and more.
To find out more about The Island and the work they do to support the next generation, please visit: www.theislandyork.org.
Alternatively, if you would like to make a donation towards their work go to: www.justgiving.com/theislandn1