YorWealth Ltd- Financial Planners

Oliver at YorWealth was really helpful and informed - giving us really tailored advice and understanding what we were looking for rather than generic observations. The experience was really reassuring and we'd definitely recommend YorWeatlh to anyone looking for financial planning

We dealt with Oliver from YorWealth. He was efficient and professional yet related personally in everything we asked. He showed extensive knowledge in all areas we discussed. His communication was clear and respectful, making it easier to take onboard advice.

My husband and I recently engaged YorWealth to review our financial position and advise on how we can best plan for our desired retirement. Simon guided us through the process very well, ensuring he understood our situation and recommending options to maximise our retirement savings, explaining in sensible language why each option was best. Wouldn't hesitate to recommend

Met with Simon a year ago and very happy with the advice and planning offered to me. He provided the assurance that I could take early retirement. I am confident in his expertise and the return on my investments has been far better than expected. I have recommended friends to use this service. Taking early retirement was a major decision for me and his ongoing support has been exemplary. Cannot recommend him highly enough.

I would like to say how good my initial consultation with Oliver was. Some answers I needed were straightforward and I just needed reassurance whereas others were more complex. I felt he answered all with interest, knowledge and integrity. If there was something that needed more research he was happy to do this. He listened to my needs and took note of them in his answers and offered extremely good and sensible advice. I came away from the meeting confident in his ability to assist me and reassured by his straightforward manner and help. Thank you Oliver. Best wishes John Gorton

I have been really impressed with Katie and the team at YorWealth. I have felt very well looked after, that I was listened to and understood, and that the advice I received was exactly what I need in relation to my circumstances now and also to help me plan ahead longer term. Thank you!

Oliver Smyth at YorWealth has provided our family with excellent advice. His recommendations have allowed us to retire, safe in the knowledge that we will have enough income to do the things we want to do in the future. His expertise has also enabled us to give our two sons a little help to get onto the housing ladder; they are both members of a generation who are having to find 10 x salary to get a mortgage, not 3 x, like our generation. I cannot thank Oliver enough. He is genial and thoughtful, and, importantly, he is a great listener. He asked great questions to establish how we envisaged our retirement and then helped us set up financial arrangements which enabled us to realise our vision. We recommend YorWealth unreservedly!