Financial advisers in North Yorkshire

Our IFAs serving North Yorkshire can provide a range of financial advice including investments, pension advice and tax planning.

Masham Bridge over the River Burn at Masham, North Yorkshire

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Our nation-wide team includes financial planners serving North Yorkshire. They are passionate about helping people, just like you, manage their money more effectively.

North Yorkshire is the largest county in England and includes the majority of the Yorkshire Dales and the North York Moors. Around 40% of the county is covered by national parks, dotted with historic towns and villages. It’s also the home of James Herriot, veterinary surgeon turned author, whose books were adapted for the popular BBC TV series, All Creatures Great and Small.

Amber River has a highly qualified team of independent financial advisers serving North Yorkshire. Our advisers sit on the same side of the desk as you. They take the time to listen and ask questions first, so they understand precisely what matters most to you.

They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future.

They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.

We go beyond financial advice. This is Life Landscaping®

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Our Financial Advisers serving North Yorkshire

Here are just some of the faces and stories behind our financial advisers that serve North Yorkshire.

Mark Russel

Senior Associate Director, Chartered Financial Planner

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Andrew Sutherland

Associate Director, Independent Financial Adviser

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Nick Cohen

Financial Planner

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Simon Cocking

CEO, Financial Planner

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Kristan Oakley

Associate Director, Chartered Financial Planner

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Nick Wardle

Head of Financial Planning, Chartered Financial Planner

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Kim Spence

Chartered Financial Planner

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John Addis

Senior Associate Director, Chartered Financial Planner

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Financial advice we offer

Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.

Financial advice

What our clients say
Small, but important print

Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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