Falke Financial Planning

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Falke Financial Planning Financial planning for individuals, families and business owners
Based in York and Leeds, but offering advice nationwide.

we offer full holistic financial advice including pensions, investments, protection, mortgages and commercial finance.

After plenty of work behind the scenes, I’m delighted to share that the new Falke Financial Planning website is now live...
28/09/2026

After plenty of work behind the scenes, I’m delighted to share that the new Falke Financial Planning website is now live.

Whether you’re planning for retirement, reviewing your pensions and investments, protecting your family or business, arranging a mortgage, or looking for a specialist lending solution, you can now find more information about how we can help.

Please take a look: www.falkefp.com

And, of course, if you would like to have an initial conversation, please feel free to get in touch.

New business photo 😊
20/09/2026

New business photo 😊

A very proud milestone for Falke Financial Planning 🎉We’re delighted to share that Richard Pattison has been awarded the...
21/08/2026

A very proud milestone for Falke Financial Planning 🎉

We’re delighted to share that Richard Pattison has been awarded the prestigious title of Chartered Financial Planner by the Chartered Insurance Institute.

Chartered status is a symbol of technical competence and a public commitment to maintaining high professional standards. It reflects years of study, experience and continued professional development.

Richard is particularly proud to have achieved a distinction in Level 6 Business Financial Planning as part of his journey towards Chartered status.

Most importantly, this achievement reinforces the commitment at the heart of Falke: providing clients with clear, thoughtful and highly professional financial planning, focused on what matters most to them.

Congratulations, Richard! 👏

Another five-star VouchedFor review ⭐⭐⭐⭐⭐We’re delighted to receive this feedback from a client we recently helped with ...
21/08/2026

Another five-star VouchedFor review ⭐⭐⭐⭐⭐

We’re delighted to receive this feedback from a client we recently helped with his pension planning.

Thank you for taking the time to share your experience. Feedback like this means a great deal to us and helps others feel more confident when looking for professional financial advice.

If you would like help understanding your pensions or planning for retirement, please get in touch.

Another lovely 5-star review on VouchedFor ⭐⭐⭐⭐⭐It means a great deal when clients return to me for advice as their circ...
14/08/2026

Another lovely 5-star review on VouchedFor ⭐⭐⭐⭐⭐

It means a great deal when clients return to me for advice as their circumstances change — and even more when they feel confident recommending me to their family.

Thank you, Dawn, for your kind words and for continuing to place your trust in me.

You can read more of my verified client reviews here:

https://www.vouchedfor.co.uk/financial-advisor-ifa/york/034337-richard-pattison

Reviews like this make all the hard work worthwhile.Thank you so much, Lara, for your incredibly kind words. It was a pr...
17/07/2026

Reviews like this make all the hard work worthwhile.

Thank you so much, Lara, for your incredibly kind words. It was a privilege to help you and your family during such an important time, and I’m grateful that you trusted Falke Financial Planning to guide you through the process.

If you’re looking for friendly, honest and independent financial advice, please don’t hesitate to get in touch.

Lovely feedback from Sarah following the work we have done around pensions and life insurance.Taking the time to explain...
09/07/2026

Lovely feedback from Sarah following the work we have done around pensions and life insurance.

Taking the time to explain the options clearly is such an important part of the advice process, so it is always great to receive feedback like this.

Thank you, Sarah.

Exciting news!I’m pleased to share that I am now advising through Falke Financial Planning which is a trading style of A...
11/04/2026

Exciting news!

I’m pleased to share that I am now advising through Falke Financial Planning which is a trading style of ADNFC Financial Consultants based in York city centre.

This is an important next step for my business and I’m really looking forward to this new chapter.

Alongside my continued focus on pensions, investments and protection, I can now also help with commercial and bridging finance and specialist lending.

I’m also now working with a Chartered paraplanner and using Voyant cash flow modelling, widely regarded as the gold standard in financial planning.

If you’d like to have a chat, feel free to message me directly.

Pension consolidation can be brilliant, but it’s not always the right answer.I’ll check charges, guarantees, investment ...
06/02/2026

Pension consolidation can be brilliant, but it’s not always the right answer.
I’ll check charges, guarantees, investment approach and access options first, then we decide.

Address

Unit 3 Ryedale House, Piccadilly
York
YO13NX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+441134601618

Website

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