Yorkshire Rose Financial Planning

Independent Financial Adviser  The Studio, Boston Spa, LS23 6BX
First meeting at adviser's own cost
Proud Yorkshire Company. Experienced Independent Financial Advice. A genuine desire to improve the industries reputation by offering great service and advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Response rating
9.0/10
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FCA authorised
Last authorised 6th December 2021
Meet our advisers
MR Gary Lumb
Managing Director

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

What our clients say
Thank you so much for your help with both my Pension and my life insurance. These have needed reviewing for some time and I am glad you finally helped me with this.
Julia *****, Settle, Yorkshire
Gary helped with a recent Inheritance after my father passed away. He sorted my pensions out as they hadn't been looked at for a while and also passed me to Mortgage Adviser to sort my mortgage out. Would 100% recommend him to anyone. A genuine nice guy, very professional and patient.
Mark *******, Leeds
I was looking at my retirement options as I am 64 and due to receive various benefits at age 65. Gary helped me to pull all my existing plans together (which were a mess) and I am now happily retired with my finances completely sorted. I have recommended Gary to my sister and next door neighbour.
Linda Moody, Wetherby
Gary has helped me and my family for years and I've gone from taking no care over my finances to being completely in control with a clear understanding of what funds I have and when I retire, where I will draw my funds from.
Karen, Shipley
Just a really genuine guy. Helped me and the business immensely over the last 6/12 months and I hope will continue to do so. When we first met I had little, or no faith in my existing Pensions, but after learning about what I already had in a few different pension schemes I realised that they are perhaps more valuable to me than I first though. Would highly recommend.
Mark, Boston Spa
About us

AI Financial Awards 2020 Best Independent Financial Advisory Firm - Yorkshire

We offer truly Independent Financial Advice, our aim is simple, we work with you to ensure that comprehensive financial plans are recommended, implemented and monitored effectively. With significant experience, and an unblemished record, we are proud of our reputation within the region.

We provide financial advice with a clear and transparent fee structure, which allows us to advise our clients impartially without the need to sell products.

It's never easy to strike a balance between the demands of today and your plans for tomorrow, however we can help you understand and priorities your goals. A common perception is that Financial Advice is primarily for the wealthy; however sensible Financial Planning can benefit people from all walks of life and our service levels and charging structure are designed so that no one is excluded from Financial Advice.

Being a Yorkshire based company we hold true Yorkshire values; honesty, integrity and value for money.

Our services

Pension Specialists
Consolidating multiple pension schemes
SIPPs/Corporate Pension Schemes
Drawdown Contracts
At (or in) retirement options
Investments - ISAs/Bonds/Unit Trusts
Income Tax
Trusts
Estate Planning
Inheritance Tax Planning
Life Cover/Critical Illness
Key Man Insurance
Shareholder Protection
Cash flow modelling
Please see our website for further details.

Where to find us
Head office address: The Studio, Stables Lane, Boston Spa, LS23 6BX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 6th December 2021

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