Financial Services

We can now offer advice on financial products through our separate Independent Financial Adviser business, Ware & Kay Financial Services Ltd. The service is provided by qualified and experienced financial advisers, dedicated to providing financial solutions for Ware & Kay clients and selecting the best products available from the whole market.


Our service covers everything from a comprehensive, individually tailored financial plan to specialist advice on specific areas.

Financial Services include:
  • Investment planning: creating a portfolio of investments to make the most of your money and achieve your objectives, whilst keeping within agreed limits of investment risk.
  • Inheritance tax planning: designing and implementing strategies to ensure that more of your money is passed to your chosen beneficiaries by reducing the tax payable during your life time and upon death.
  • Pension planning: helping you to improve your prospects of a comfortable retirement by making use of available tax breaks and ensuring that any existing pension plans are delivering best value.
  • Protecting your assets or safeguarding your family through both life and health insurance.
  • Making financial provision for tax-efficient long term care for the elderly.
  • Arranging mortgages and releasing equity through lifetime mortgages.

We also provide advice and service to business - from protecting key employees, partners or shareholders to arranging group pensions and employee benefits.

The initial discussion is without obligation, is free of charge and can be held at our offices or at your home. Fees for further advice are discussed at this first meeting.

Contact us:

If you require advice in relation to any area of Financial Services please contact our offices on York 01904 716116 or