Financial advisers in York

Our IFAs serving York provide a range of financial planning and advice services, including investments, pensions and tax planning.

Lendal Bridge reflected in the River Ouse, York by Jack Cousin

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

York is an ancient walled city in North Yorkshire, founded by the ancient Romans on the banks of the River Ouse. At the centre of the city stands York Minster, the largest gothic cathedral in Northern Europe. Famous sons and daughters of York include actress Dame Judi Dench, actor Frankie Howerd, and gunpowder plotter Guy Fawkes.

Amber River has a highly qualified team of independent financial advisers serving York. Our advisers sit on the same side of the table 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 York

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

Simon Cocking

CEO, Financial Planner

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Nick Wardle

Head of Financial Planning, Chartered Financial Planner

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Nick Cohen

Financial Planner

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Kim Spence

Chartered Financial Planner

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Hannah Conwell
Hannah Conwell

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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