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“At YorWealth we seek to be both knowledgeable and approachable for our customers.  You will not see a “pinstripe suit” in sight, but a family orientated company, with the customers’ needs and goals central to everything we do.”

Contact John Lane

Telephone no. 01904 623888

Opening Hours – 8.00am -6pm Monday to Friday

Email [email protected]

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Who We Are
With over 80 year’s combined industry experience, we found that what people really value is financial advice that is easy to understand, grounded in common sense and offers consistent and first class support, guidance and assistance throughout.

We feel it is not only important for financial advisers to be knowledgeable and experienced but it is also crucial that we are approachable, friendly and happy to provide help whenever it is required. Strong working relationships with clients over many years and the trust that is built over time is the cornerstone of a successful and enduring financial strategy.

What we Do

We offer Fully Independent Financial Advice to individuals and business alike. Whether you are wanting to Protect your family, Securing your retirement, growing your investments or managing your inheritance we can help.

YorWealth Ltd is an appointed representative of Hexagon Wealth Limited which is authorised and regulated by the Financial Conduct Authority FCA no.483403. The firm is registered in England and Wales No. 12938859 and its registered office is Studio 7, Forest Farm Business Park, Fulford, York, YO19 4RH The information contained is based on UK legislation and regulatory regime and designed primarily for consumers based in the UK.