YorWealth Ltd

Initial consultation free
Independent financial adviser
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

This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.

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...
We find Katie very amenable, patient and personable
Katie guided me through the options and was very clear and transparent in her approach
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...
We are very happy with the service that we have received
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.


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

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