Phoenix Financial Planning was founded in 1999 and has developed into a successful business looking after hundreds of clients. We have advisers covering York, Selby, Leeds, Hull and the East Riding of Yorkshire plus the surrounding areas.

​

Our team of specialist Financial Advisers provide a full suite of holistic financial planning services to both Private Individuals and Corporate Businesses.

​

Our clients often find us through recommendation, and stay with us because of the personal level of service we offer, and our continued focus on their financial needs. We understand the longstanding impact that our advice can have on our clients lives and never take this responsibility lightly. We understand that clients are generally in need of clear advice or guidance. They want advisers who actually care about their financial well-being and take the time to understand what they want and why, helping them to achieve their financial goals.