Chartered Financial Planners in Yorkshire
Independent, award-winning, financial planning for business owners, professionals and families who’ve built meaningful wealth.
Planning for Where You Are & Where You’re Going
At some point, finances stop being simple. If you’re running a successful business, thinking about stepping back, or preparing for retirement, the decisions become more complex and more important.
You might be wondering how to extract profits efficiently, whether your pensions are structured properly, or how to ensure your wealth supports you and your family for years to come.
That’s where thoughtful planning makes the difference.
For Business Owners
Whether you’re focused on growth today or considering an eventual exit, we help you bring your personal and business finances together into one clear strategy.
For Individuals & Families
If retirement is on the horizon, or already here, we help you structure your investments and income so you can move forward with confidence.
Independent. Chartered. Trusted.
About Us
When you’re making decisions about significant wealth, independence and professional standards matter.
As Chartered Financial Planners serving clients across Yorkshire, we combine independent advice with the highest level of professional qualification. We are not tied to any provider or institution, which means our recommendations are based solely on what suits you.
Chartered status reflects technical expertise, ethical practice and a commitment to ongoing development. It’s about doing things properly, not taking shortcuts.
Who We Typically Work With
We typically work with clients who have £500,000 or more in investable assets. However, we also work with a number of individuals below this, from £150,000+, who are looking to plan ahead and build wealth.
Some are building businesses and thinking ahead, others are approaching retirement and want reassurance that everything is properly structured, and many are already retired and want confidence that their wealth will last.
A Long-Term Relationship, Not a Transaction
We know that trust takes time. Sharing the details of your finances isn’t something most people do lightly, and nor should they.
That’s why we take the time to understand your position fully before making recommendations. You’ll have a team of individuals, including a dedicated Chartered Financial Planner, a client services administrator, and a paraplanner, who will be on hand to help and review things regularly as circumstances change.
No rush. No pressure. Just careful, considered guidance.
Local Knowledge. Lasting Relationships.
Rooted in Yorkshire
We’ve been advising clients across East, West, North and South Yorkshire for many years.
As a long-established Chartered Financial Planner in Yorkshire, we understand both the regional business community and the families behind it. Many relationships span decades, some now span generations. That continuity matters – to the people we advise and to us.
We’re also well connected within the local professional community, working closely with trusted solicitors and accountants across the region. Where appropriate, we’re always happy to collaborate and attend joint meetings, saving you time and ensuring you don’t need to repeat your circumstances, while keeping your plans aligned and delivered with clarity and confidence.
What Our Clients Think About Us
Reviews
Planning for retirement
“The team at IFP have been looking after our pension and investments for quite a number of years now. Always very friendly and professional and we feel it is easy to ask questions, which are answered in a way we can understand. Would highly recommend them.”
Carol Gowen
Most professional company I’ve dealt with
“In all of my 59 years they took the time to find out what my needs were & fulfilled all my wishes. If I could give 10 stars I would.”
Michael K
The whole process was very easy
“It wasn’t made complicated and every single step was explained to me. A representative from Informed Financial Planning came to my house, I didn’t feel pressured and I could back out at any time.”
Dawn T
News & Articles
Our Blog
Blogs
April 24, 2026
Inside IFP: A Coffee With… Lauren T
Welcome to Inside IFP, the series where I sit down with the team over a cuppa to share what it’s…
Blogs
April 10, 2026
Inside IFP: A Coffee With… Me!
Ever wondered what really goes on behind the scenes at Informed Financial Planning? Welcome to the series that will give…
Blogs
April 9, 2026
What Changes When Tax Planning Is Considered Early
Effective tax planning isn’t just something that happens at year-end. It’s most valuable when decisions are still flexible. As financial…
Looking for a Chartered Financial Planner in Yorkshire?
If you’re looking for a strategic, long-term approach to your wealth, we’d love to have a chat and see how we can help.