Gary Lumb
Director
Yorkshire Rose Financial Planning
Independent Financial Advice

BIOGRAPHY

Personal Profile

Having spent nearly 14 years in the industry, I made the decision in 2017 to set my own business up. 

I had grown tired of working for a larger organisation who only cared about numbers and I wanted to do things differently. 

Yorkshire Rose was therefore established, with the focus on the client and with a charging proposition that meant our advise is completely independent. 

Services Offered

Financial Advice

Personal/Corporate Pensions

Retirement Planning

Tax Planning

Life/Health Insurance

Inheritance Tax Planning

Savings and Investments

Current offer

Free Initial Meeting £0

COMPANY PROFILE

We offer truly Independent Financial Advice.

Our aim is simple: we work with you to ensure that comprehensive financial plans are recommended,
implemented and monitored effectively.

With significant experience, we are proud of our reputation within the region.

HEY Gary, WHY DID YOU JOIN
THE NORTHERN AFFINITY?

We are a nation of shopkeepers and supporting local businesses is high on our agenda. I like to deal with people and businesses that share my values and Michael does that.

Free Initial Meeting £0

COMPANY PROFILE

We offer truly Independent Financial Advice.

Our aim is simple: we work with you to ensure that comprehensive financial plans are recommended,
implemented and monitored effectively.

With significant experience, we are proud of our reputation within the region.

HEY Gary, WHY DID YOU JOIN THE NORTHERN AFFINITY?

We are a nation of shopkeepers and supporting local businesses is high on our agenda. I like to deal with people and businesses that share my values and Michael does that.

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