YorWealth Ltd

Independent Financial Adviser  Studio 7, Forest Farm Business Park, York, YO19 4RH
First meeting at adviser's own cost
YorWealth help clients and their families plan for a better future. We play a crucial role in helping our clients understand what they want, when they want it, and how to get there.
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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Group critical illness
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022
What our clients say
Katie was extremely helpful and had a wonderful personable approach that made one feel at ease. She met with me on a number of occasions to explore the options available. She was careful and considered. She took time to understand my situation and needs, offering relevant options.
Jane, York
Katie provided excellent guidance on retirement options available and gave me clear and concise advice which has proved invaluable . I continue to see Katie for an investment and pension review on a regular basis.
Derek, Preston
We find Katie very amenable, patient and personable
Jan, York
We are very happy with the service that we have received
William, York
Katie guided me through the options and was very clear and transparent in her approach
Ben, Leeds
Simon explained the options/process/charges and assisted with Transfer of my Pension. He was very helpful and helped me feel confident when making my decisions.
Sally, York
Simon has been absolutely fantastic through the process. From outset and our initial meeting he took the time to understand my specific circumstances and explored all options to help. Despite being based in Leeds and me in Sheffield Simon took the time to visit and really gave that personal touch.
Dan, Sheffield
Simon was fantastic from the start, he's really personable and we quickly built up a quick rapport. We went through all of our finances with him and he clearly explained all of our options simply so we could easily understand what would be best for us. For the transfers to the new investment platform, Simon tracked these rigorously and regularly chased up all involved parties to ensure the transfers were as smooth as they could be - we experienced a number of delays with other parties, but through Simon's chasing these were resolved and he was in regular contact throughout. This contact is continuing regularly and Simon is keeping us well informed of our current investments. And I know that if I've any financial queries in the future I can ask Simon and he'll help
Sam, York
Simon made it all really straightforward, I was sceptical of financial advisers as I thought they would take too technically to me. Simon helped me plan my future in and easy to understand manner, and now I have a plan!
David, York
Since the Corona virus situation started just as my last review was taking place my finances changed rapidly and Simon has kept me updated several times via email and phone calls to keep me informed of the stock markets and explaining what was happening and reassured me that he would keep me informed of the rapidly changing situation of the stock markets. Previous to the out break Simon has contacted me when reviews have been due and given me advice when I have called him.
Christine, York
Very impressed with Yorwealth and Simon Cowley, their handling of my investments and pension has been exemplary, I can’t recommend them enough.
Chris, huddersfield
I have worked with Olly and been advised by him. He is always open and honest and ensures I am comfortable with where my finances are and how they are going to work for me. He has never pushed his agenda onto me and gives me time to think about thinks, to talk to my partner which I really value.
Daniel, York
Our services

At YorWealth we seek to be both knowledgeable and approachable for our customers.
You will not see a "pinstripe suit" in sight, but a family orientated company, with the customers needs and goals central to everything we do.

Where to find us
Head office address: Studio 7, Forest Farm Business Park, Fulford, York, YO19 4RH
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

YorWealth Ltd is an appointed representative of Hexagon Wealth Limited which is authorised and regulated by the Financial Conduct Authority. The firm is registered in England and Wales No. 12938859 and its registered office is Studio 7, Forest Farm Business Park, Fulford York, YO19 4RH

Response rating
7.0/10
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FCA authorised
Last authorised 15th August 2022

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