Financial planners in York
Cadence provides expert financial planning to individuals, families, and business owners in and around York, helping them make confident decisions about their money and future.
Connecting your finances to your aspirations
We take a you-centric approach to planning, focusing on what truly matters to you and shaping your financial future around your goals.
Financial planning for working professionals in York
We work closely with professionals across York to help them understand their financial position and make informed choices about their future.
Whether you’re moving forward in your career, planning major milestones, or simply wanting greater clarity, we offer practical, personal guidance. With Cadence, you can feel confident your finances are aligned with the life you’re building.
Pension and retirement planning in York
Planning for retirement can feel overwhelming, but it doesn’t need to be. We help you understand your pensions, detail what you have, and build a retirement plan that supports the lifestyle you envision.
From reviewing existing arrangements to structuring long-term income, our financial planners in York offer tailored advice to help you retire with confidence and peace of mind.
Wealth management and tax planning for business owners in York
Running a business means your personal and company finances often overlap. We help bring everything together in a clear, manageable way, so you can focus on what you do best.
From smarter tax decisions to building long-term financial security, our financial planners in York give you practical guidance that supports the plans you’re working towards.
Inheritance and tax planning advice in York
Your plans for the future should reflect what matters most to you and the people you care about. Our experienced financial planners in York help you make sense of your options and understand the steps that can make a real difference.
Whether you’re thinking ahead, passing wealth on, or trying to reduce the tax your loved ones might face, we’ll guide you through it in a clear, reassuring way.
Where are you based, and do you work with clients outside your local area?
We are a remote business. Our planners are based in London and Horsham, but our technology-first approach allows us to deliver a great service wherever our clients are based.
Can I choose between meeting in person or on a video call?
Certainly. We offer flexible options to suit your preferences. You can meet us in our office or via a secure video call from the comfort of your home. Our approach is designed to make it straightforward and convenient for you to access the advice you need in the way that works best.
What happens if my financial planner is away on holiday?
We operate as a team, so if your usual financial planner is unavailable for any reason, we’ll put you in touch with a suitably qualified planner. They will be fully briefed on your relationship with us and able to answer any queries you may have.