About Us

About Us

We are a leading and growing Independent Financial Advice practice with offices in York and Leeds – with clients across Yorkshire. We work with Business Owners and Individuals to create financial plans in line with their goals for the future.

We offer a full range of specialist services tailored for a wide range of business owners to aspiring individuals that want to plan for their financial security in the future. With a passionate team harvesting a positive culture we aim to deliver exceptional service to our clients to inspire confidence and success, helping you to achieve your wealth ambitions.

Why we’re different? Because we care. Our model is structured around a long-term relationship therefore we really get to know our clients so we can provide the best possible service for them.

The first thing we do is listen. Before we discuss your finances we’ll want to understand your goals and objectives.

Our Financial Advisers

Robert Simpson (Chartered Financial Planner)

Jonathan Lecomber (Financial Planner)

Jon Noake (Chartered Financial Planner)

Richard Lord (Chartered Financial Planner)

Jane Wilkinson (Financial Planner)

Kevin Hilton (Financial Planner)

Jerry Sisk (Chartered Wealth Manager)

David Holdsworth (Financial Planner)

Shaun Davison (Financial Planner)

Ricardo Da Silva (Financial Planner)

Warwick Ivel (Financial Planner)