YorWealth - Financial Planners

YorWealth - Financial Planners YorWealth helps clients and their families plan for a better future.

YorWealth Ltd is an appointed representative of Hexagon Wealth Limited which is authorised and regulated by the Financial Conduct Authority FCA no.483403. 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

The information contained is based on UK legislation and regulatory regime and designed primarily

for consumers based in the UK. The value of investments can go down as well as up, and you may get back less than you put in Tax treatment depends on your individual circumstances and may be subject to change in the future.

15/06/2026

The financial advice profession continues to evolve, and that’s something worth celebrating.

As the industry welcomes more diverse talent and younger advisers, clients are increasingly looking for expertise that feels both professional and approachable.

Watch to learn more about how the future of financial advice is changing 🙏🏼

12/06/2026

Every week brings a different set of conversations.

From inheritance tax and retirement planning to regular client reviews, Katie shares some of the topics she’s been discussing with clients recently.

If any of these topics are on your mind, our team is always happy to start the conversation!

The financial advice profession is evolving - and we believe that's something to celebrate!At Yorwealth, we're proud to ...
11/06/2026

The financial advice profession is evolving - and we believe that's something to celebrate!

At Yorwealth, we're proud to embrace the next generation of financial planning, combining experience, expertise and fresh perspectives to support our clients.

Swipe through to learn more →

For many business owners, exiting a business is one of the biggest financial and strategic decisions they'll ever make.T...
09/06/2026

For many business owners, exiting a business is one of the biggest financial and strategic decisions they'll ever make.

That's why we're delighted to be partnering with Ian Walker & Co to host The Exit Blueprint - an exclusive breakfast event designed to help business owners better understand their options, avoid common pitfalls and plan for the future with confidence.

Whether you're considering an exit in the coming years or simply want to start thinking ahead, we'd love for you to join us.

To reserve your place: https://www.eventbrite.co.uk/e/the-business-exit-blueprint-tickets-1986192822198?aff=oddtdtcreator

📅 24th June
📍 Middlethorpe Hall, York
☕ Breakfast included

05/06/2026

Retirement looks different for everyone, but one thing remains the same - having clarity can make all the difference.

Simon shares some of the questions people commonly ask as they approach retirement.

If you’re beginning to think about your own retirement plans, get in touch with the team to start the conversation 📲

❗️A pension is a long term investment. The fund value may fluctuate and can go down as well as up. Your eventual income may depend on the size of fund when accessed, interest rates and legislation.

There's no better feedback than hearing how we've helped our clients feel more confident about their financial future.We...
29/05/2026

There's no better feedback than hearing how we've helped our clients feel more confident about their financial future.

We're incredibly grateful to everyone who has taken the time to share their experience with YorWealth.

If you've been considering speaking to a financial planner and would like to explore your options..

📲 DM ”ADVICE” and a member of the team will be happy to get in touch.

An evening worth clearing the diary for. Where finance meets good food, great people & even better conversations!We’re b...
27/05/2026

An evening worth clearing the diary for. Where finance meets good food, great people & even better conversations!

We’re bringing together great people, incredible food and relaxed networking again, this time at Thors Tipi, Milner York on Tuesday 1st July 🍛

Whether you’re looking to make new connections, catch up with familiar faces or simply enjoy a brilliant evening with the local business community - this is one you’ll want in the diary.

📍 Thors Tipi, The Milner York on Tuesday 1st July

Get your tickets here: https://www.eventbrite.co.uk/e/yorwealth-curry-not-a-curry-tickets-1988392957863?aff=oddtdtcreator

13/05/2026

Everyone, say hello to Tom!

A little more to know about Tom - he’s born and raised in Pocklington, played professional Cricket for Leeds and Nottingham before completing his financial planning exams and joining our close knit team!

We’re really looking forward to watching Tom grow on this journey with YorWealth, for now he is learning the ropes from our seasoned team before building his own client portfolio. Next time you’re in, make sure to look out for him (not that we think you’ll miss him!) 🫢

Katie, Simon and Ollie took a little time out of the office to visit Andy Knowles CEO York Against Cancer and Charlotte ...
22/04/2026

Katie, Simon and Ollie took a little time out of the office to visit Andy Knowles CEO York Against Cancer and Charlotte Wainwright-Price from York Against Cancer last week.

As YorWealth's official charity of the year it was great to have a chat about ideas for collaboration and fundraising during the months ahead and identify ways to maximise the partnership.

The visit was topped off with a show round of The Leveson Centre, an incredible facility which offers free support, information, company and a cuppa(!) to people whose lives have been touched by cancer.

11/03/2026

Last week was Sustainability Week… but sustainability isn’t just about the planet. It’s about your future too.

Financial sustainability means building a plan that lasts. Not quick wins. Not risky shortcuts. Just smart decisions that support you, your family, and the life you want to live.

At YorWealth, we believe real wealth should be built to stand the test of time. Thoughtful investing, responsible planning, and a strategy designed for the long run.

Because the best financial plans are the ones that still work years from now.

Plan smarter. Live better. Think long term.

InvestSmart FutureFocused FinancialWellbeing YourFamilyYourFuture

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Studio 7, Forest Farm Business Park Fulford
York
YO194RH

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