Celebrating 20 Years of Trusted Financial Advice in Yorkshire
As we celebrate our 20th anniversary, we’re proud to reflect on two decades of helping individuals, families and businesses plan for the future with confidence.
To mark this milestone, we’re also embarking on an exciting new chapter as an employee-owned business through an Employee Ownership Trust (EOT).
For our clients, it’s business as usual. You’ll continue to receive the same trusted financial advice from the same experienced team, with the same personal service and commitment to putting your interests first.
Our move to employee ownership is not about changing who we are. It is about safeguarding the future of the business for our clients and our team. It helps preserve our independence, protects the values that have underpinned our success over the past 20 years and ensures the people who know our clients best remain invested in delivering exceptional advice and service for many years to come.
As we look ahead to the next 20 years, we remain committed to building lasting relationships and helping our clients achieve their financial goals with the same expertise, care and dedication they have always expected from us.
Financial advice:
if you’re going to
depend on it, shouldn’t
it be independent?
Business client or private…
seeking financial advice for the
first time, or looking for fresh
perspective… Kirk Newsholme
Financial Planning may be able
to help you.





