Caroline Allen

They say “money makes the world go round”… personally, I think people do. I’m an experienced and trusted Chartered Fellow Financial Adviser, having worked in financial services since 2002. I’ve always been passionate about financial education so people understand their options and receive the right advice. Achieving and maintaining financial wellbeing is always a priority. Being brave, being ethical and working collaboratively is always my approach to achieving a clients shared vision. After a long career at Nationwide Building Society, I took the opportunity to make a change and in 2021, alongside Joanne Baker we launched Yorkshire Financial Planning Ltd. The decision to set up our own practice was an easy one as for a long time we have shared a vision about how financial advice should be focused on client relationships and being there for every life event – be it big or small. We are an all-female team of financial advisors giving advice you can trust. We pride ourselves on putting you first, keeping things simple and being straight talkers. Choosing the right person to give you advice can be a big decision. At Yorkshire Financial Planning, we are proud to be clear about our philosophy. Whoever you are, whatever you do, this is what you can expect from us: • We'll help protect and grow your wealth by creating you a bespoke master plan • We'll put you and your goals first, empowering you to make the right decisions at the right time • We'll be by your side, and on your side, every step of the way So if that’s what you’re after we’d love to hear from you. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 03/01/2025