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 am currently progressing through training to become a qualified financial advisor. I am proud to be part of a firm that reflects my personal values, particularly its emphasis on family and a client-first approach.
The UK Data (Use and Access) Act has changed data protection rules. As an independent advisory firm, we have updated our processes to give you stronger rights, improved complaint workflows, and clearer visibility over how your information is handled.
We process your data securely under these new statutory frameworks to protect your financial future.
To review the full details, please read our updated Privacy Notice