Yorkshire Financial Planning Ltd

Mortgage broker · Brough · incorporated 2021

  • Self-employed
  • Later life & equity release
  • Protection insurance

Contact details published by the firm

01482 275540 Visit yorkshirefinancialplanning.co.uk

Services mentioned on its website

When we checked yorkshirefinancialplanning.co.uk on 2026-09-13, Yorkshire Financial Planning Ltd mentioned self-employed, later life & equity release, protection insurance. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking Yorkshire Financial Planning Ltd on the FCA Register

Its website says it is an appointed representative of St. James's Place, which takes regulatory responsibility for its advice. We haven't verified this with the FCA. Search Yorkshire Financial Planning Ltd on the FCA Register →

Questions to ask Yorkshire Financial Planning Ltd

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. How many years of accounts or tax calculations will lenders want to see for my income?
  4. Are you qualified to advise on equity release, and how would you involve my family in the decision?

Frequently asked questions

Is Yorkshire Financial Planning Ltd authorised by the FCA?

Yorkshire Financial Planning Ltd's website describes it as an appointed representative of St. James's Place, which means that firm takes regulatory responsibility for its advice. Check both names on the Financial Services Register before taking advice.

What types of mortgage does Yorkshire Financial Planning Ltd mention?

On its own website, Yorkshire Financial Planning Ltd mentions: Self-employed, Later life & equity release, Protection insurance. Services change, so confirm directly that the firm handles your situation.

How do I contact Yorkshire Financial Planning Ltd?

Yorkshire Financial Planning Ltd's website is yorkshirefinancialplanning.co.uk and it lists the phone number 01482 275540.

Does Yorkshire Financial Planning Ltd only work with clients in Brough?

Its registered office is in Brough, but many brokers advise by phone or video and take clients from further afield. Ask the firm which areas it covers.

General information, not advice. Mortgage Brokers List is a directory, not a broker, and nothing here is a recommendation. Contact details and services come from the firm's own website; its identity was matched by the Companies House number shown there. Is this your firm? See how to request a correction or removal.