Business Details
13 Years
experience
Your Trusted Financial Advisers in York
Established in 2013, Companion Financial Planning is led by Neil Price, a seasoned financial adviser with 24 years of industry experience. Our team combines deep expertise in financial planning, pensions, and investment management to help clients achieve financial independence. We prioritise integrity, objectivity, and client-centric service, adhering to rigorous professional standards. Our Chartered status and Certified Financial Planner (CFP) credentials underscore our commitment to excellence. We work closely with clients to create tailored strategies that align with their life goals, ensuring transparency and trust in every recommendation. 
Services
Financial Planning
Pension Advice
Investment Planning
Tax Planning
Estate Planning
Details
- Year established: 2013
Highlights and features
- We offer 24 years of experience in financial planning and pensions advice.
- Our team holds Chartered Financial Planner and Certified Financial Planner (CFP) credentials.
- We prioritise client interests with transparent, conflict-free financial strategies.
- Specialist licenses in occupational pensions and long-term care funding.
- Proven track record of delivering tailored financial solutions for individual needs.
Associations and certifications
- Chartered Insurance Institute
- CFP Board
- Institute of Financial Planning
What people say
Excellent customer service
Sound financial advice
First-class service
Considerable knowledge
Services
Financial Planning
We create comprehensive financial plans to help clients achieve independence through cash flow analysis, budgeting, and goal mapping. Our approach combines tax-efficient strategies with risk management to ensure long-term stability. Clients benefit from ongoing reviews and adjustments aligned with evolving life circumstances.
Pension Advice
Specialist guidance on occupational pensions, final salary schemes, and retirement income strategies. We assess pension adequacy, optimise contributions, and ensure compliance with regulatory standards. Our advice helps clients maximise retirement benefits while minimising tax liabilities.
Investment Planning
Tailored investment strategies considering risk tolerance, diversification, and long-term growth objectives. We provide portfolio reviews, asset allocation advice, and rebalancing services to maintain alignment with financial goals. Our approach prioritises transparency and cost-effectiveness.
Tax Planning
Strategic advice on income tax, inheritance tax, and trust planning to minimise liabilities. We analyse business structures, investment vehicles, and gifting strategies to enhance tax efficiency while maintaining compliance with HMRC regulations.
Estate Planning
Comprehensive estate planning services covering wills, trusts, and inheritance strategies. We help clients protect assets, reduce probate risks, and ensure smooth wealth transfer to beneficiaries while addressing potential tax implications.
People
Neil Price
Financial Planner
Neil has 24 years of experience in financial services, specialising in pensions and investment planning. He holds Chartered Financial Planner and CFP credentials, with specialist licenses in occupational pensions and long-term care funding.
Lisa Price
Office Manager
Lisa manages day-to-day operations, ensuring efficient client service delivery and administrative support for Companion Financial Planning's advisory team.
Clare
Administrator
Clare provides essential administrative support, maintaining client records and coordinating financial planning processes to ensure seamless service delivery.
Questions
What is financial planning?
Financial planning involves creating tailored strategies to manage income, investments, and assets to achieve short- and long-term life goals, including retirement and wealth transfer.
How do you charge for services?
We agree transparent fees upfront, either paid directly by clients or through advised products, with full written disclosure before any work begins.
Are you regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA No 705850) and adhere to strict professional standards.
What accreditations do you hold?
We hold Chartered Financial Planner status (Chartered Insurance Institute), Certified Financial Planner (CFP Board), and specialist licenses in pensions and long-term care.
How do you ensure client confidentiality?
We maintain strict confidentiality of client information, disclosing details only with authorisation or legal obligation, and never for personal advantage.
