Wolds Financial Planning Ltd
56 The Mile, East Riding of Yorkshire, United Kingdom
About Wolds Financial Planning Ltd
Welcome to Wolds Financial Planning Ltd - your go-to destination for expert financial advice in York, United Kingdom. Our established institution offers a range of financial services to help you plan your future with ease and confidence.
At Wolds Financial Planning Ltd, we understand that navigating the complex world of finance can be challenging - which is why we are here to guide you every step of the way. Whether you need help with retirement planning, investment management, or wealth protection, our team of experienced professionals has the expertise and knowledge to provide tailored advice that meets your unique needs and goals.
Conveniently located at 56 The Mile in York, our finance establishment is easily accessible for individuals and businesses alike. As a point of interest for those seeking a trusted financial partner, we pride ourselves on providing our clients with top-notch service and support. We believe that building strong, long-lasting relationships is key to ensuring your financial success, which is why we take the time to get to know you and your financial objectives.
At Wolds Financial Planning Ltd, our mission is simple: to help you achieve your financial goals with confidence and clarity. We are committed to providing you with the tools and resources you need to make informed decisions about your money, so you can enjoy the life you deserve.
So, whether you are just starting your financial journey or are already well on your way, let Wolds Financial Planning Ltd be your trusted partner in securing a bright financial future. Contact us today to schedule a consultation with one of our advisors.
Photos of Wolds Financial Planning Ltd
56 The Mile, York YO42 2HG, United Kingdom
Opening hours of Wolds Financial Planning Ltd
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Wolds Financial Planning Ltd
"As some of my pensions were under performing Graham advised on the benefit of consolidating all three pensions into one. He carried out a personal survey on my attitude to risk, advised on my options, and sorted out all the relevant paperwork in a timely manner. I had stipulated that I was possibly looking at the option of Drawdown when it came to taking my pension, and so would like him to look at companies that would facilitate this. He came back with a choice of reputable companies, explaining everything as we went along. I was very happy with his advice on which particular provider was the right one for me moving forward. Over the course of the next few years we were in regular contact, including annual reviews on my aversion to risk and how my pension pot was performing. I have recently started drawing my pension. After much deliberation Graham and I decided that the best thing for me was an annuity, as I wanted to ensure that my wife would continue to receive 100 % of my pension should I pass away first. In these trying times Graham again found the best deal possible for me and made the whole process as stress free as possible. Thankyou Graham."
"When I was approaching 60 I needed expert advice regarding my pensions. I had a substantial amount in three different pensions. I researched the internet and Graham was highly rated by his clients. Over the past few years my partner and I have greatly valued Graham's thorough, professional and clear approach to overseeing our finances, regarding my pension and our joint investments. We are more than satisfied with the returns we have seen and would recommend anyone seeking pension or investment advice to speak to Graham."
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