Yorkshire Financial Planning Ltd

Caroline has looked after my mortgage, life insurance and pension advice for many years. I value her honest, straightforward approach and the practical advice she gives. Everything is explained in a simple and transparent way and I know exactly what the products recommended offer and how they work. I trust Caroline time and time again for all my financial needs and I would highly recommend her services.

I have been working with Caroline over the past couple of months and from the outset I have found Caroline to be approachable, friendly and professional. From the moment I sent a speculative enquiry through Instagram to our and throughout our multiple one to one conversations, Caroline and Jo have provided an informative and professional service. I know that as a working single mum with a drive to succeed in life, I could put my complete trust in the information provided to me by Caroline and feel empowered to be in control of all my finances. Great work ladies, I could only give you 5 stars but I’d gladly make it ten!

Our initial on line meeting with Jo and Caroline was positive,professional and friendly. We felt able to ask questions and to offer suggestions as well as listen to the valuable information we were given. We are confident that Jo and Caroline will enable us to plan for the future and make all their advice clear and accessible. We thoroughly recommend Yorkshire Financial Planning.

Hi all who read this, I am most encouraged by the professionalism and attention to detail of both Caroline and Jo in helping my wife and I arrange our pensions and finances moving into retirement, they are very polite and most helpful explaining every step of the way thus far in a simple cut the jargon way. I would have no problem recommending them and their company based on the service we have received so far and look forward with peace of mind completing the process. Nigel Archer September 2022

Jo is so much more than our Financial Advisor, she has supported our family through many situations good and bad. She took time to really understand our needs; we feel in very safe hands with Jo. She is always well prepared and flexible to work round our schedule. I would highly recommend Yorkshire Financial Planning!