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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

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

29/10/2026

A big thank you to Mr Powell for sharing such kind words about working with Caroline.

Having worked together for several years, Caroline has always taken the time to understand what really matters to her clients before recommending next steps. She offers the right balance of support and challenge, encouraging people to think differently and weigh up every option before making a decision.

Knowing a client trusts that we always have their best interests at heart? That means the world to us.

Yorkshire Financial Planning Ltd 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 12/10/2026

29/10/2026

What could the Autumn Budget mean for your finances?

A panel of specialists from St. James's Place, featuring Hetal Mehta, Chief Economist, Claire Trott, Head of Advice, and Niall McGregor, Divisional Director: Advice Policy, hosted by Andy Payne, Director of Advice Support, will provide a clear and practical overview of the key announcements, exploring what they could mean for individuals, families and long-term financial planning.

📅 Monday 2 November
⏰ 10:30am - 11:30am

Join us for expert insight and guidance following the Budget.

Register here: https://events.zoom.us/ev/AvUSAkA7CfPizt2Txyds-3xG2ucjXR0jagL8VrVI_mggY9Cyqlof~Ahu1X8VimZFG_JuFYTlEp7uzvErzsdR41qkTuE5fp7jZvplXkMfCLrwgvQ

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 09/10/2026

27/10/2026

We plan for the future with the best of intentions, but life doesn't always follow the script. Thinking about what you'd love your future to hold, and what you'd want in place for the people who matter most, isn't about worrying over the unexpected. It's about making sure the things you care about are looked after, whatever comes.

Tomorrow is not guaranteed, but if it was, what would your future hold?

Yorkshire Financial Planning Ltd 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 12/10/2026

22/10/2026

Ask almost anyone this question and you'll get an answer straight away. Often, it's something they wish they'd started sooner, asked about earlier or simply felt more relaxed about. Hindsight is a wonderful thing, and the lessons we've learned along the way can be really valuable to pass on to the people coming up behind us.

What advice would you give your younger self?

Yorkshire Financial Planning Ltd 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 12/10/2026

20/10/2026

We're so grateful to Mr & Mrs Windle for taking the time to share their experience of working with Jo.

Hearing that those plans have achieved more than the original goals? That's exactly why we do what we do.

Yorkshire Financial Planning Ltd 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 12/10/2026

15/10/2026

Happy birthday to Jo Baker! 🎉

Everyone at Yorkshire Financial Planning is wishing you a wonderful day. Jo brings so much to the team, and we're lucky to have her! Our clients and colleagues are all the better for having you around.

We hope you're spoilt rotten today. Here's to a great year ahead!

13/10/2026

Most of us are so busy with the here and now that we rarely stop to picture the bigger view. Yet the moments we'll remember most, time with family, the milestones we worked towards, the freedom to make our own choices, are often shaped by the small decisions we make along the way. Thinking about what you'd like that picture to look like can be a helpful place to start.

When it's time to look back on your life, what will you see?

Yorkshire Financial Planning Ltd 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 12/10/2026

01/10/2026

This weekend, Kirsten will be running the Cardiff Half Marathon to raise funds for the ward that saved her son, Elliot.

In October 2025, Elliot was born at 32 weeks at GWH. From the moment he arrived, he needed significant medical intervention and support, spending his first four weeks of life fighting far harder than any newborn should have to.

If you can spare the price of one coffee this month, we’d all be incredibly grateful for your support. ❤️

Thank you to everyone who has already donated, shared, encouraged Kirsten or simply followed along with the training. It genuinely means so much.
3 sleeps to go. Let’s do this! 🏃‍♂️💙

https://lnkd.in/e6KH2GCd

29/09/2026

As September draws to a close, it's worth reflecting on the small steps taken this month, whether that's finally checking on your retirement plan, tracking down an old retirement savings pot, or simply starting to think more about the future. None of it needs to happen all at once. Consistent, small actions are often what build real financial confidence over time.

What's one thing you've done this month to feel more in control of your finances?

22/09/2026

As Pension Awareness Week draws to a close, this week also marks UK Savings Week, a timely nudge to think about the other side of financial planning: shorter-term savings and the habits that support them. Short term and long term savings often work best when they're considered together, as part of the same bigger picture.

What's one savings habit that's made a real difference for you?

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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