Showing Best Selected Financial Advisors Covering York Area

Mike Jenner  APFS Dip PFS Cert CII (MP)

Chartered Financial Planner

JENNER WEALTH MANAGEMENT LTD

07910 284 339

financial advisors near me

At Jenner Wealth Management Ltd, I offer my clients a dedicated personal and corporate wealth management and financial planning service.

My philosophy focuses on maintaining a long-term, trusted relationship with my clients, helping them create a firm foundation in meeting their financial objectives so that they can look to the future with confidence and optimism….

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Over 29 years experience

FCA approved

No-obligation, one-hour initial consultation

Covers whole of Yorkshire area

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Areas of expertise:

Investment Planning & Savings

Retirement Planning

Later Life Advice

Retirement Income

Inheritance Planning

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Andrew Mitchard 

Dip FA Cert PFS CeMAP CeLTM MLIBF SOLLA

AM WEALTH MANAGEMENT

01845 577 582

07838 172 670

financial advisors in my area

In 2012, as a result of sweeping changes in the financial services industry, Andrew felt confident that he could provide clients with a better service and the best possible advice by setting up his own Practice, becoming an Associate Partner Practice of St. James’s Place Wealth Management….

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Over 30 years experience

FCA approved

No-obligation, one-hour initial consultation

Covers whole of Yorkshire area

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Areas of expertise:

Investment Planning & Savings

Retirement Planning

Later Life Advice

Retirement Income

Inheritance Planning

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Garth Ellison  BA (Hons) FPFS 

Chartered Financial Planner

ELLISON ASSOCIATES WEALTH MANAGEMENT

07850 668 333

01132 444 054

financial advisors in yorkshire

Based in West Yorkshire, I provide wealth management advice to clients nationwide but with a focus on the North of England. I hold both Chartered and Fellow status with the CII and Personal Finance Society having achieved the highest standard of Professional Qualifications….

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Over 20 years experience

FCA approved

No-obligation, one-hour initial consultation

Covers whole of Yorkshire area, East Lancashire and North Manchester

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Areas of expertise:

Investment Planning & Savings

Retirement Planning

Later Life Advice

Retirement Income

Inheritance Planning

Banking & Mortgages

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

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