Yorkshire Rose have been fantastic. We were a little lost with what to do about pensions and investments, but Gary came to us and sorted everything. He took the time to explain the options in terms we could understand and guided us in the right direction. I can highly recommend!
Matthew, Harrogate
INDEPENDENT FINANCIAL ADVICE
We offer truly Independent Financial Advice. Our aim is simple: we work with you to ensure that comprehensive financial plans are recommended, implemented and monitored effectively. With significant experience, we are proud of our reputation within the region.
Yorkshire Rose is fully regulated by the Financial Conduct Authority and you can trust us to be fully conversant with financial legislation in this ever-changing financial climate. We provide financial advice with a clear and transparent fee structure, which allows us to advise our clients impartially without the need to sell products.
It’s never easy to strike the balance between the demands of today and your plans for tomorrow, however we can help you understand and prioritise your goals. A common perception is that Financial Advice is primarily for the wealthy; however, sensible Financial Planning can benefit people from all walks of life and our service levels and charging structure are designed so that no one is excluded from Financial Advice.
Being a Yorkshire based company we hold true Yorkshire values; honesty, integrity and value for money.
OUR PROCESS
We’re proud of our Independent Financial Adviser status and because we are not tied to any financial institution, we can explore the whole market on your behalf without restriction. This gives us the freedom to put together unbiased, bespoke financial advice that meets your needs.
Our simple charging structure provides the assurance that the advice given is for your benefit and is not financially motivated. Our proposition is based on independent research to find the most suitable way of working; identifying what does and doesn’t work for people looking for advice. This approach is constantly reviewed to ensure it keeps pace with the ever changing industry.
We leave no stone unturned to make sure that you’re getting the best advice available.
It’s as simple as that.
HOW WE DO THINGS
WE LISTEN
We offer a free consultation where we begin to understand what’s important to you. At this meeting, we’ll start to gather information, and explain our fee structure and approach.
WE KEEP IN TOUCH
We’ll chat regularly and hold a meeting where we explain our research and recommendations, so that you can make fully informed decisions.
WE RESEARCH
The next stage is to analyse your existing arrangements to see if they’re suitable; comparing them to options from the whole market to ensure your money is in the right place.
WE IMPLEMENT
Once you’ve have had time to fully consider our advice, we’ll work with you to implement your financial plan.
WE ADVISE
We’ll create a tailored financial plan for you, giving you the best financial advice to achieve your objectives.
WE REVIEW
It’s important that any investments are regularly reviewed to ensure that they’re optimised for any change in your personal circumstances, the economic environment, tax legislation and regulation.
AREAS OF EXPERTISE
CORPORATE
Pension Schemes
Auto-Enrolment
Shareholder Agreements
Capital Extraction
Employee Benefits
SAVINGS & INVESTMENTS
ISA's
Bonds Collectives
Trusts
TAX PLANNING
Inheritance Tax
Estate Planning
Capital Gains Tax
Income Tax
PENSIONS
Personal Pensions
Defined Benefit Schemes
Company Pension Schemes
Drawdown/Annuities
SSAS
SIPP's
Life Insurance
Critical Illness Cover
Mortgage Protection
Income Protection
Relevant Life Insurance
Key Man Insurance
Whole of Life Insurance
Private Health Insurance
CONTACT
CONTACT US
HEAD OFFICE
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
