When you need reliable advice for financial decisions such as pensions, investments, savings, inheritance or tax issues it is vital that you speak to someone who is adequately qualified, totally honest and always accountable.
Yorkshire Life Financial Services work with an outside professional on a reciprocal basis, providing mortgage and insurance advice for their clients while recommending ours speak to him about investment and pension related issues.
His name is Neil Price and he is a Chartered Financial Planner. If you would like a meeting arranged please get in touch. A joint meeting with both of us can also be arranged to cover all aspects of financial advice.
The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority does not regulate on Estate and Tax Planning, Will Writing, Legal Services, or Conveyancing.
Tax treatment varies according to individual circumstances and is subject to change.
It is vital to have a good solicitor when buying, selling, or re-mortgaging a property. This is not only to ensure that all legal aspects are dealt with correctly, but so that you are kept informed, and to prevent the process slowing down due to inefficiency. We only recommend solicitors who are proactive, reasonably priced and easy to stay in contact with.*
You would not buy an old car without an MOT – so why would you buy an older property without a decent survey? There are a range of surveys to suit every budget, with discounts available; there really is no excuse for not getting a survey done.
We have access to a Royal Institute of Chartered Surveyors surveyor, and we would be happy to recommend them to anyone buying a property regardless of size or condition. Again, this is on a referral basis so please ask for details.*
If you need a valuation doing, or if you want to put your property on the market, we work closely with a leading York Estate Agency. With years of experience, fountains of knowledge and a refreshingly down to earth attitude, they can provide hints and tips, general advice, and a very professional sales and rental service in the York area.*
Around two thirds of Britons die without making a Will, despite the fact that it is not particularly expensive or time consuming task to complete. A basic Will can give you peace of mind and ensure that your loved ones end up inheriting what you want them to inherit, not more and not less. It makes things so much easier to sort out in the event of your death and in many cases prevents the government from taking your hard-earned estate. We can refer you to an excellent firm of local solicitors who can do all this for you with outstanding knowledge and customer service.
Will writing is not part of the Quilter Financial Planning offering and is offered as a referred service. Quilter Financial Planning accept no responsibility for this aspect of our business. Will writing is not regulated by the Financial Conduct Authority.
*These services are not regulated by the FCA