YorWealth - Financial Planners

YorWealth - Financial Planners YorWealth helps clients and their families plan for a better future.

YorWealth Ltd is an appointed representative of Hexagon Wealth Limited which is authorised and regulated by the Financial Conduct Authority FCA no.483403. The firm is registered in England and Wales No. 12938859 and its registered office is Studio 7, Forest Farm Business Park, Fulford, York, YO19 4RH

The information contained is based on UK legislation and regulatory regime and designed primarily

for consumers based in the UK. The value of investments can go down as well as up, and you may get back less than you put in Tax treatment depends on your individual circumstances and may be subject to change in the future.

Independent or restricted financial adviser; what’s the difference? 🤔When it comes to choosing a financial adviser, unde...
09/09/2026

Independent or restricted financial adviser; what’s the difference? 🤔

When it comes to choosing a financial adviser, understanding whether they’re independent or restricted can make a big difference.

Our latest carousel breaks down what each one means, what they can advise on, and what you should consider when choosing the right adviser for you.

📖 Want to understand it in more detail? Read the full article on the YorWealth website.

So, what does a financial planner actually do? 🤔A financial planner looks at the bigger picture - helping you understand...
07/09/2026

So, what does a financial planner actually do? 🤔

A financial planner looks at the bigger picture - helping you understand where you are now, where you want to be, and what steps could help you get there.

From retirement and investments to protecting your family and planning for the future, it’s about creating a plan that’s built around you and what matters most.

Could it be time to start planning your financial future?

📲 Get in touch with YorWealth to find out how we can help.

Life insurance isn’t just about a payout…It’s about creating a financial safety net for the people who matter most 💙From...
02/09/2026

Life insurance isn’t just about a payout…

It’s about creating a financial safety net for the people who matter most 💙

From different types of cover to choosing the right level of protection, planning ahead means preparing for the worst; so your family is better protected if the unexpected happens.

Because financial planning isn’t just about your future. It’s about theirs too!

It’s not too late to secure your place!Join the conversation with YorWealth and Ian Walker & Co at the beautiful Middlet...
31/08/2026

It’s not too late to secure your place!

Join the conversation with YorWealth and Ian Walker & Co at the beautiful Middlethorpe Hall, York, as we explore the key considerations around business exit planning, succession and preparing for life beyond your business.

Whether an exit is on your radar now or simply something you know you should start thinking about, this is an opportunity to gain insight, ask questions and connect with fellow business owners.

📅 Wednesday 9th September
⏰ 8:00am
📍 Middlethorpe Hall, York
☕ Breakfast included

Reserve your place below:
https://www.eventbrite.co.uk/e/the-business-exit-blueprint-tickets-1992838958972?aff=oddtdtcreator

There's no better feedback than hearing how we've helped our clients feel more confident about their financial future.We...
28/08/2026

There's no better feedback than hearing how we've helped our clients feel more confident about their financial future.

We're incredibly grateful to everyone who has taken the time to share their experience with YorWealth.

If you've been considering speaking to a financial planner and would like to explore your options..

📲 DM ”ADVICE” and a member of the team will be happy to get in touch.

27/08/2026

A day in the life of a financial planner at YorWealth ☀️

From an early client meeting and pension planning, to responding to client queries, reviewing financial plans and preparing for conversations around inheritance tax and long-term care - no two days are quite the same.

And of course, there was time for a well-earned coffee and a dog walk to finish the day! 🐾

Behind every financial plan is a person, a family and a future - and that’s what keeps our days interesting!

Our financial mindset can influence how we think, feel and make decisions every day.Swipe through for some thoughts on w...
21/08/2026

Our financial mindset can influence how we think, feel and make decisions every day.

Swipe through for some thoughts on why taking a step back and reflecting on your relationship with your finances can be just as important as reviewing the numbers.

📲 To explore the topic in more detail, read our latest article via the link in our bio. And if you'd like to talk through your own financial plans, our team is always happy to start the conversation.

It’s back! Following the success of our first Exit Blueprint event, we’re delighted to be bringing it back for another m...
17/08/2026

It’s back!

Following the success of our first Exit Blueprint event, we’re delighted to be bringing it back for another morning dedicated to business owners and their future.

Join YorWealth and Ian Walker & Co at the beautiful Middlethorpe Hall, York, as we explore the key considerations around business exit planning, succession and preparing for life beyond your business.

Whether an exit is on your radar now or simply something you know you should start thinking about, this is an opportunity to gain insight, ask questions and connect with fellow business owners.

📅 Wednesday 9th September
⏰ 8:00am
📍 Middlethorpe Hall, York
☕ Breakfast included

Reserve your place here:
https://www.eventbrite.co.uk/e/the-business-exit-blueprint-tickets-1992838958972?aff=oddtdtcreator

Address

Studio 7, Forest Farm Business Park Fulford
York
YO194RH

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