BEST LOCAL RATED

FINANCIAL SERVICES

YORK

 

 

 

 

 

Expert recommended Best Local Rated Financial Services in York. All of our Financial Services face a rigorous Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the best in Town, the crème of the crop, the best things since sliced bread ! Only the best local rated businesses make our lists. If you know any business that you think should be on our lists please feel free to submit them on the above links.

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Ardent Financial Planning

80 Clifton, York YO30 6BA, United Kingdom
What We Offer:

At Ardent, we are passionate about helping you make the most of your finances. Which is why we take the time to get to know you, your lifestyle and aspirations. At Ardent we put you first. Our Chartered Financial Planning status demonstrates our commitment to delivering the highest possible standards, as we know this is the only way we’ll provide you with peace of mind. Our proven track record in providing high quality advice in a professional, understandable and approachable way, helps you take control of your financial journey.

SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since :

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REVIEWS

Whilst I’m knowledgeable about shares/investments/life planning etc, my wife has used Ardent for many years. I can honestly say that Michael, and more latterly Mark Fisher are EXCELLENT, and ensure that your interests come first, unlike some such companies who, in my opinion are likely to put their commissions as their biggest priority. I have no reservation in highly recommending Ardent through our involvement with Mark.
Ardent were fantastic in helping us sort out our mortgage. We worked with Graham who went above and beyond to help us in every way he could. Firstly he managed to get us a really good mortgage despite having fixed term employment and then when our solicitors completely dropped the ball he was always available to give help and advice.
I can’t recommend Ardent enough. Graham did his all to ensure our mortgage wasn’t just a great deal but was best for us and our situation. Complicated information communicated clearly and honestly. A great help to us and always on the end of the phone throughout the process. Have already recommended to family members.
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PenLife Associates

3 Tudor Rd, Opus Ave, York YO26 6RS, United Kingdom
What We Offer:

Our accreditations prove we have the skills and experience to deliver exceptional financial planning services. Established over 35 years ago, we are a firm of Independent and Chartered Financial Planners providing no-nonsense financial planning services to people across Yorkshire and beyond. We believe financial planning is about enabling you to attain, and more importantly maintain, the lifestyle you choose. It’s all about getting you to where you want to be – wherever that is That’s exactly what we do for the people we work with

SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since : 

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REVIEWS

I have been with PenLife since spring 2019 and very satisfied with the way my retirement funds have been managed through these very turbulent times. Throughout this period communication have been excellent and visibility of my investments afforded by regular updates and the investment rebalancing process. This has resulted in my investments achieving a full recovery and growth. Thank you to the PenLife Team.
I was recommended to them by an existing client. I visited an adviser at their offices and told the adviser what I wanted. I received advice which has proved over the past 9years to be very beneficial despite the current epidemic.
The staff are so friendly & helpful ensuring that you get a great personal service at all times. My investments have been well managed producing better than expected results.
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YorWealth Ltd- Financial Planners

Studio 7, Forest Farm Business Park, York YO19 4RH, United Kingdom
What We Offer:

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 understand that the purpose of wealth is to enrich your life and the lives of your loved ones. Our focus on family based financial planning means our clients trust us to safeguard their family wealth throughout the generations. We strive to ensure you and your family are adequately protected in all situations. 

SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since : 

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REVIEWS

Advanced investment skills are a given; Simon goes well beyond, impressing me with his broad perspective of overall financial health. He applies his personable nature and innate empathy to help create life made more comfortable by considered, professional planning. I recommend him to you
Simon and YorWealth helped me with my pension and I cannot recommend their services enough. The company and advisors are friendly and welcoming, yet extremely professional and experienced. Simon helped me to thoroughly understand the process which I had previously found confusing and difficult to navigate.
Thank you Katie for your advice and impartiality. your input helped us in making choices about our finances. Your advice reasssured us to continue with our investments at present. if we require further advice, we would have no hesitation to contact you again

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