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North Yorkshire Financial Planning Limited

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About Us

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Bio

Tom is an experienced Financial Adviser with 14 years in the financial industry and a Diploma in Financial Planning.

After five successful years as a financial adviser with Prudential Financial Planning, Tom was delighted to establish his own financial advice business,  North Yorkshire Financial Planning, as a Member of The Advice Partnership from Prudential.

Tom has been helping people achieve financial security throughout his career, and has expertise across all areas of financial planning, including retirement, investments, and estate planning. Tom takes pride in providing investment solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Tom provides sound, personal and expert advice.

In his spare time, Tom spends time with his family including his wife and identical twin sons. He is a passionate football and cricket fan and plays squash on a regular basis.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

February 2021

Since I first met Tom two years ago, when he became my Pension Financial Adviser, he has provided me with a first class, professional and dedicated service. He is extremely easy to engage with, providing honest and practical advice. The level of support he provides is tailored exactly to my needs. Having worked in the financial services industry myself, for almost 40 years, I have complete trust in Tom and the ongoing advice he provides me with.

February 2021

We have always found Tom to be a very informative, no ‘hard sell’, reliable and trustworthy financial adviser and would not hesitate to use his services for further investments.

February 2021

I found Tom to be friendly, knowledgeable, and reliable in all our interactions. He took the time to listen and understand my needs and clearly articulated the different options available to me.  The communication and quality of service was excellent throughout and I wouldn’t hesitate to recommend his services.

February 2021

What a wonderful person to be dealing with, he is always there when you need him, his explanations of process, investment, type of product is exemplary. Tom definitely knows his job, his knowledge is brilliant. It is very obvious that he has taken the time to build his knowledge base to his credit. Although working in a very serious occupation, he is always there with amusing comments about life in general, an absolute pleasure to talk to.  What you see is what you get, serious, knowledgeable, amusing, willing to please, goes the extra mile on more than one occasion. Great pension adviser, has definitely given me the correct advice, even though I wanted to go a different route. Well done Tom and here’s to many more years of dealing with you.

February 2021

Tom has provided financial advice to us for a number of years and has always been very friendly, courteous and professional. Always ensuring what is best for us when recommending products or what to consider further down the line.  We have always felt comfortable with what he suggests, as he explains sometimes complex products, in simple terms and always responds quickly to any question we may have.

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Tom Stones

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North Yorkshire Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.