Partnership Financial Planning Limited
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- 9 Middlethorpe Business Park, Sim Balk Lane, Bishopthorpe, York, North Yorkshire, YO23 2BD

Partnership Financial Planning Limited, located in York, North Yorkshire, is a renowned financial firm regulated by the FCA under number 544108. Committed to providing an array of tailored financial services, our expertise extends across life and investments, pensions retirement advice and comprehensive financial planning. Conveniently situated near the bustling business hub of Middlethorpe Business Park, we offer valuable financial insight pertinent to the evolving local and regional market trends. Central to our approach is the focus on regulated advice that empowers our clientele to make informed financial decisions. With our professional yet approachable demeanor, we strive to foster enduring relationships with our clients, delivering solutions that align with their unique financial aspirations.
Their team includes 2 financial advisers. Check FCA registration here.
Partnership Financial Planning Limited are approved by the FCA to give advice on:
Directions to Partnership Financial Planning Limited from the Motorway
- Depart from the M1. Proceed to the M69 ramp in the direction of Birmingham and Coventry. Upon reaching the roundabout, take the fourth exit leading to the M1 ramp, heading towards Nottingham, Newark, and Leicester (North). Merge onto the M1.
- When you reach junction 32, take the M18 exit with signs for Hull, Doncaster, and Rotherham (East). Proceed onto the M18. At junction 2, take the exit for the A1(M). Transition onto the A1(M) ramp. Continue on the A1, which will transition back into the A1(M), following signs for Wetherby, Manchester, Leeds, and M62.
- Ensure to keep to the left lane to remain on the A1(M). At junction 44, take the A64 exit bound for York. Continue onto the A64. Take the York (SW) and A1036 exit. Make a slight left toward Tadcaster Rd Dringhouses and continue onto Tadcaster Rd Dringhouses and the A1036.
- Make a right turn onto Sim Balk Lane, followed by another right to stay on Sim Balk Lane. The destination will be situated on your left.
List of advisers under Partnership Financial Planning Limited:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.