Welcome to Wharfebank Financial Planning LLP

Based in the Wharfedale Valley north of Leeds, we offer honest and professional advice in a wide range of important areas such as Pension and Investment Planning, Inheritance Tax Planning, Mortgages and Protection.

Your home may be repossessed if you do not keep up repayments on your mortgage.


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SJP Approved 13/06/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Wharfebank Financial Planning LLP is a Limited Liability Partnership registered in England and Wales, Number OC426114 Registered Office: Pegholme, Wharfebank Mills, Otley, LS21 3JP.