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Pineapple Financial Planning

Pineapple Financial Planning

5.0(33 reviews)See reviews ↓·York

What customers say

Based on genuine customer reviews

Pineapple Financial Planning comes across in feedback as a practice built on plain speaking, with clients appreciating that technical subjects are explained without unnecessary jargon. Alex Stephenson is named frequently for his investment knowledge and for shaping recommendations around each person's situation, covering pensions, property disposals and estate planning questions. Reviewers describe being guided patiently through the range of portfolios available, with choices matched to both objectives and financial means. An observation shared by more than one reviewer is the transparency around charges, leaving clients certain about what they were committing to before proceeding.

Andy is credited with the same straightforward counsel. Those planning for retirement mention cashflow projections and scenario modelling as particularly useful, while business owners value a joined-up strategy spanning personal and company interests. The personal dimension recurs too: advisers are said to take an interest in family circumstances and health, and to treat every query as legitimate, whatever its level. Feedback highlights thoroughness, approachability and a focus on defined goals, with clients speaking of confidence in the service over several years.

Reviews

Reviews are taken from publicly available sources.

GD
George Dodd6 August 2026

I recently had a consultation with Alex Stephenson at Pineapple Financial Planning and was extremely impressed with the experience. From the outset, Alex was engaging, approachable and took the time to really listen to my individual circumstances, goals and concerns. He tailored the discussion to my specific needs and provided detailed investment guidance in a way that was easy to understand and genuinely helpful.

MC
Mike Cox22 July 2026

Friendly and professional advice. Very thorough in all that he does, Alex is always approachable and helpful. Thoroughly recommend.

RW
Robert Wilson4 March 2026

I've known Andy for many years now and have always appreciated his honest advice on pensions, property sales and inheritance tax planning. Everyone at Pineapple Financial Planning really make an effort to keep conversations jargon-free, which helps a lot (at my age)! I would highly recommend having a chat with them if you think you might benefit from advice.

GD
Graham Dunn12 February 2026

Professional, customer focused advice. Advice delivered with empathy building upon an existing strong relationship. An attention to detail, by my Advisor, which continues to inspire confidence in the service provided.

AY
Alex Yates13 December 2025

Alex is a fantastic Financial Advisor! Not only is he incredibly knowledgeable and able to provide expert advice, he does so in a way that's clear and easy to understand, and really takes into account your individual needs. Working with Alex is like working with a friend, he makes you feel completely at ease and helps to guide you in making the best decision for your financial goals.

TO
The Old Police Properties22 September 2025

I have a solid relationship with Alex at pineapple financial planning, We’ve got a plan in place to achieve some very clear goals that I want to achieve personally & across all my various companies. I would recommend Alex & pineapple financial planning if you want a personal investment service & strategy Josh Thompson •Independent Vehicle Finance Broker •Co Founder - Endeavour Windows •Owner - The Old Police Properties Holiday Cottages

AC
Andrew Coakley8 July 2025

Alex Stephenson is very knowledgeable regarding investments, very helpful and assists in guiding through the miriad of investment portfolios to choose the correct avenue for the appropriate investment to suit our needs as well as our financial capabilities through SJP. Offers excellent guidance as well as showing interest in what is happening with our health and family life. Would highly recommend his business, Pineapple Financial Planning.

Financial advisers in York compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in York are compared.

RankProviderRatingReviewsOpen Sat.
1MAPIO Financial Mortgage Advisors★ 5,0158Yes
2Ardent Financial Planning★ 5,093No
3YorWealth Ltd- Financial Planners★ 5,057No
4Pineapple Financial Planning (this page)★ 5,033No
5PenLife Associates★ 4,9244No
Contact
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed