Plan For Tomorrow
Build a better future for you and your family
- Financial planning is about more than your money - it’s about you and your family’s future
- Aim to achieve financial independence and your financial goals
- Help you plan to achieve the retirement you desire
We know the value you place on your loved ones. That's why the Yorkshire Financial Advisory Service provided by AXA, can help you plan for any unforeseen circumstances. Your Financial Planner can provide you with a planned portfolio, so you can access your money when you and your family need it.
Arrange an appointment with a Financial Planning Manager
- Telephone 0870 6000 334*
Planning for the future could bring benefits
- Gain an obligation-free, financial assessment to assist you in making informed decisions for you and your loved ones
- Assessment of your financial position as often as you need so you always feel in control
- You could enjoy tax advantages through various investment choices and could make retirement investments more tax-efficient - tax benefits are subject to change and depend on individual circumstances
- Help you keep the lifestyle you and your family are accustomed to in the event of death or contracting a specified critical illness
- Help protect your income in the event of you becoming unable to work due to permanent disability or long-term illness
- Help repay your debts upon your death, or contraction of a specified critical illness.
Your Yorkshire Financial Advisory Service Financial Planning Manager is a representative of AXA Wealth Services Limited, and can offer only a range of products and services available through AXA Wealth Services Limited. Your adviser will give you details of the provider of any product that is recommended to you. Yorkshire Bank, which is a trading name of Clydesdale Bank plc, introduces only to AXA Wealth Services Limited and both are authorised and regulated by the Financial Services Authority.
*For your security, calls may be monitored or recorded.