North Yorkshire Financial Planning Limited
Initial consultation free
Restricted
We are proud to be a partner of M&G Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
We’re backed by the strength and credibility of M&G.
We can advise you on
Clients
helped
helped
Recently added
Minimum
pension value
pension value
£50k+
Minimum
wealth
wealth
£20k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Finley Leonard
Financial Adviser
What our clients say
t
Tony
I needed advice to transfer multiple pensions to one provider. As one provider wasn't performing as well as the other. I needed to fund a trip to visit elderly relatives in New Zealand. I needed advice to achieve this and the best way to do it. And to help choose the options available at a cost effective solution.
He has been most helpful. Nothing is too much trouble. Anything I don't understand he will go through it again and again as simply as possible. Couldn't have been more helpful.
g
Gary
Cant think of anything they could have done better. I was working & payed my mortgage off , so decided to put the equivalent money into my pension & needed advice. I can phone or email Finley for advice. I always see the outcome I was hoping for.
e
Elaine
Finley has been an advisor for me this last few years as I already had plans with prudential. He has helped to guide me in appropriate actions regarding my pension plan . He’s always approachable as I’m now on my own so offers quality advice.
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