Yorkshire Financial Planning Revenue
Financial Services • 
Brough, England, United Kingdom • 1-10 Employees
Yorkshire Financial Planning revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at Yorkshire Financial Planning
Caroline Allen
Director
Company overview
| Headquarters | Unit 9, Brough Business Centre, Baffin Way, Brough, HU15 1YU, GB |
| Website | |
| NAICS | 52 |
| Keywords | Investment Planning, Wealth Management, Business Protection, Retirement Planning, Wealth Protection, Financial Life Planning, Business Investment Planning |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Yorkshire Financial Planning Email Formats
Yorkshire Financial Planning uses 1 email format. The most common is {first initial} (e.g., j@yorkshirefinancialplanning.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@yorkshirefinancialplanning.co.uk | 100% |
About Yorkshire Financial Planning
We are an all-female firm of financial advisers based in Hessle but covering the whole of Yorkshire. Combined we have 40years’ experience in financial services. Our commitment is to focus on you. Being there for every life event – be it big or small. We pride ourselves on giving the right advice - helping you make the right decision about your finances but more importantly about your future by delivering a trusted, professional service which feels personal. Yorkshire Financial Planning is run by Caroline Allen and Joanne Baker, a passionate pair of chartered financial advisers who work with people at all different stages of life. We believe that it’s never too early or too late to receive fully tailored financial advice, which is why our clients range from forward-thinking young professionals to seasoned employees, business owners, entrepreneurs, families and retirees. We pride ourselves on putting you first, keeping things simple and being straight talkers. Choosing the right person to give you advice can be a big decision. At Yorkshire Financial Planning, we are proud to be clear about our philosophy. Whoever you are, whatever you do, this is what you can expect from us: • We'll help protect and grow your wealth by creating you a bespoke master plan • We'll put you and your goals first, empowering you to make the right decisions at the right time • We'll be by your side, and on your side, every step of the way So if that’s what you’re after we’d love to hear from you. https://linktr.ee/yorkshirefinancialplanning Yorkshire Financial Planning Ltd 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 http://www.sjp.co.uk/products. SJP Approved 17/01/2025
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Yorkshire Financial Planning has never raised funding before.
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