Yorkshire Independent Financial Advisers Limited

Name: Yorkshire Independent Financial Advisers Limited
Address: Sentinel House, Peasholme Green, York, North Yorkshire, YO1 7PP, GB
Telephone: 01482 275540
Price range: $$
Rating: 5

aka Yorkshire Independent Financial Advisers Limited

Authorised FRN 474338 5.0 (22)

About

Choosing the right financial adviser to trust with your finances is hard. Our Chartered Advisers have over 40 years' combined experience, providing a highly-skilled, bespoke service across Yorkshire. Get in touch to find out Yorkshire Financial Planning can help.

Source: yorkshirefinancialplanning.co.uk

Contact & Location

Address

Unit 9, Business Centre, Baffin Wy, Brough HU15 1YU, UK

More advisers in York

Phone

01482 275540

Website

yorkshirefinancialplanning.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 12:00 PM

SaturdayClosed

SundayClosed

Specialisms

Alternative Investments Pensions Retirement Mortgages Investments

Regulatory Information

FRN: 474338
Status: Authorised
Date Authorised: 26 November 2007
Years Authorised: 18 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (16)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Making arrangements with a view to regulated mortgage contracts
✓Making arrangements with a view to a home reversion plan
✓Making arrangements with a view to a home purchase plan
✓Arranging (bringing about) regulated mortgage contracts
✓Arranging (bringing about) a home reversion plan
✓Arranging (bringing about) a home purchase plan
✓Advising on regulated mortgage contracts
✓Advising on a home reversion plan
✓Advising on a home purchase plan
✓Making arrangements with a view to transactions in investments
✓Dealing in investments as agent
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 06400787
Company Status: Active
Incorporation Date: 16 October 2007
Directors: 3
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 March 2025
SIC Codes: 64999

Team (12)

Peter Arthur Kay
Approved
Owen Roger Thomas
ApprovedCertified
Leslie Cantlay
ApprovedCertified
Jeanette Marie Smith
Approved
Michael Neil Peach
Approved
Simon Charles Foreman
Approved
Mark Andrew Coughlin
No longer required
Nicky Wardle
ApprovedCertified
Andrew William Bell
Certified
Nicholas Robert Johnson
No longer required
Roger William Boreham
No longer required
Christopher Gareth Davies
No longer required

Google Reviews

5.0

22 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

York, Yorkshire and The Humber
18 years FCA-authorised
16 registered individuals
5 specialisms
16 FCA permissions
CH 06400787

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Data Sources

FCA Register Companies HouseGoogle ReviewsPostcodes.io

This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.