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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5am Friday 9am - 5pm Saturday 9am - 12pm

Yorkshire Financial Planning Ltd

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Yorkshire Financial Planning Ltd

An all-female financial advice team covering all of Yorkshire. SJP Approved 12/02/2026

01/09/2026

Having a savings buffer set aside, sometimes called a "rainy day fund", can make all the difference when life throws something unexpected your way. It's not about reaching a specific number, it's about having something in place that gives you breathing room and reduces financial stress when it matters most.

Do you have a savings pot set aside for the unexpected?

27/08/2026

As August draws to a close, it's a fitting moment for business owners to pause and reflect, not just on how the business has performed, but on how personal financial goals have moved forward too. Small, steady steps, taken consistently, often matter more than any single big decision.

What is one thing you'd like to focus on, personally or for your business, as autumn approaches?

25/08/2026

For business owners, protecting family often means thinking beyond the usual, considering how loved ones would be supported if something happened to you, and how the business itself would be looked after too. It's not the easiest topic to sit with, but having a plan in place can bring real peace of mind.

Have you thought about how your family and your business would be looked after if the unexpected happened?

20/08/2026

Employee ownership is becoming an increasingly popular option exit option for business owners.

For those considering succession planning, selling to employees can offer continuity and potential long-term benefits — but it also comes with complexity and requires careful planning.

This article outlines how employee ownership works, along with the potential advantages and considerations: https://partnership.sjp.co.uk/article/detail/sjpp/employee-ownership-pros-and-cons-of-selling-your-company-to-your-staff.html

Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.

Yorkshire Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 25/6/2026

18/08/2026

Running a business can make it hard to switch off, even during the summer. Long hours and constant decision-making take their toll, and it's easy to let personal wellbeing slide alongside the business's. Financial clarity, knowing your future plans are on track, can be one of the quiet things that makes it easier to step away, even briefly.

What helps you switch off from the business, even for a short while?

13/08/2026

Deciding how and when to take money out of your business is rarely a simple decision. Salary, dividends, pension contributions, there are lots of moving parts, and the most tax-efficient approach depends on your own circumstances and can change as rules do. Getting professional guidance early can save a lot of second-guessing later.

Do you have a clear strategy for how you take income from your business, or does it tend to be more ad hoc?

11/08/2026

It's a common pattern among business owners: reinvesting profits back into the business while personal retirement planning waits for “someday”. Building a pension alongside a business isn't always straightforward, but it's one of the simplest ways to make sure years of hard work also build something for your own future.

Where does your own retirement planning currently sit on your list of priorities?

06/08/2026

Building a successful business is about more than responding to today's challenges. It's also about creating opportunities for the future.

From leadership development and succession planning to growth funding and long-term value creation, this article explores five trends shaping the UK SME landscape in 2026.

Read more: https://www.sjp.co.uk/individuals/news/five-trends-defining-the-uk-sme-market-in-2026

Yorkshire Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 20/07/2026

05/08/2026

The short list has been announced for the 2026 Professional Adviser Women in Financial Advice Awards and for the second year running we’re both finalists!

Congratulations to all the finalists - every single person is worthy of winning, and we wish you all the very best of luck. Seeing how many fantastic women we have in this industry brings us a lot of joy.

04/08/2026

August brings our focus to business owners, the people who spend their days building something of their own, often while quietly putting their personal finances on the back burner. Running a business takes real energy and attention, and it's easy for long-term personal planning to slip down the list. This month, we're taking a moment to shine a light on that balance.

If you run your own business, when did you last take time to focus on your own financial future, rather than the business's?

Address

Unit 9 Brough Business Centre, Baffin Way
Brough
HU151YU

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5am
Friday	9am - 5pm
Saturday	9am - 12pm

Telephone

+441482275540

Website

http://yorkshirefinancialplanning.co.uk/

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