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The Free Money Advice Service has been setup by the government to provide impartial advice on most financial matters but is particularly good on Equity Release. 

Equity Release is a minefield but a necessary minefield! Get it right and older people can raise money on their property - potentially allowing them to afford to stay in their homes for the rest of their lives. Get it wrong and they can accumulate an enormous debt and effectively disinherit their children as the finance company claims their home in order to repay the accumulated loan when they die. The link below may help you decide whether this might be a useful route to go down. However just as importantly consider using a financial adviser.
This is a simple AgeUK Equity Release calculator which will help you find out how much an equity release loan would allow you to raise on your house.

Independent Financial Advisers - IFAs Upper Poppleton

PenLife Associates Chartered Financial Planners - Independent Financial Advisers IFA

Tudor Court, 3 Opus Ave, York YO26 6RS, UK – 01904 661140

Sterling Trust Professional (York) Limited

1 Holly Tree House Northminster Business Park,, Upper Poppleton, York YO26 6QU, UK – 01904 787913

St James Place

Acomb House, 23 Front St, York YO24 3BW, UK – 01904 780250

Click for excellent Money Saving Expert advice on choosing an Independent Financial Adviser (or IFA) around Upper Poppleton.
This is a revolution! We are used to going to a bank with a business plan and been lent money on very high rates of interest - but only under increasingly demanding conditions. Crowd funding is the public investing directly to the businesses - at all stages of their development. Crucially there is a huge range of projects and Crowd Funders. You could do worse than just read and then click some of the WiKi link below.

Crowd Funding and Business Loans

We could not find any Crowd Funding or Business Loans around your location. Please click below to see full results from Google.

Read current articles in MoneyWeek magazine.
Lloyds Bank

67 York Rd, York YO24 4LN, UK – 0345 300 0000

Very helpful and friendly staff.

This is an excellent bank. Staff very friendly, approachable and helpful. So useful not to have to go into York. Please do NOT close this branch.

Handelsbanken York

Opus Ave, York YO26 6RS, UK

Met with Handlesbanken for my business banking needs and I could not have been more impressed. They are not a massive banking chain, but the customer service is absolutely awe inspiring, I've never known a bank like it, very much like banks of yester year where the local bank manager actually makes decisions for your needs rather than some big central office. They were friendly and approachable and honest about what they could and could not help me with, they were more than happy to say when another mainstream bank might be more appropriate but equally happy to suggest ways their services could fit into our needs. I honestly could not be more impressed. They do personal banking as well, but I do very well out of a more mainstream bank and their cash back and interest offers so won't be switching, but if I wanted a more personal service then absolutely I would switch to them without a second thought.

Banks

Lloyds Bank

67 York Rd, York YO24 4LN, UK – 0345 300 0000

Very helpful and friendly staff.

This is an excellent bank. Staff very friendly, approachable and helpful. So useful not to have to go into York. Please do NOT close this branch.

Handelsbanken York

Opus Ave, York YO26 6RS, UK

Met with Handlesbanken for my business banking needs and I could not have been more impressed. They are not a massive banking chain, but the customer service is absolutely awe inspiring, I've never known a bank like it, very much like banks of yester year where the local bank manager actually makes decisions for your needs rather than some big central office. They were friendly and approachable and honest about what they could and could not help me with, they were more than happy to say when another mainstream bank might be more appropriate but equally happy to suggest ways their services could fit into our needs. I honestly could not be more impressed. They do personal banking as well, but I do very well out of a more mainstream bank and their cash back and interest offers so won't be switching, but if I wanted a more personal service then absolutely I would switch to them without a second thought.

Building Societies

Leeds Building Society

49 York Rd, York YO24 4LN, UK – 01904 335500

Mortgage Brokers

Orchid Associates Ltd

90 Almsford Rd, York YO26 5NT, UK – 01904 339611

Hallmark IFA

Northminster Business Park, Maple House, Wykeham Rd, Upper Poppleton, York YO26 6QW, UK – 0845 166 2343

Provincial Financial Solutions

69 Middleton Rd, York YO24 3AR, UK – 01904 785416

Mortgages

Barbara Jacobs & Co

3 Westfield House, Millfield Lane, York YO26 6GA, UK – 01904 786012

Barbara Jacobs and especially her assistant David Ploughman were phenomenal. We were moving from abroad and needed to be into our new flat on a specific day. Considering the lengthy home-buying process in the UK, they were quick to respond and made excellent recommendations - and they made the exchange and completion happen when we needed it to. Would use them again for all other conveyor solicitor needs in the future.

I have used Barbara Jacobs and Co on two occasions over the last 12 months and found their work to be outstanding. Alison, David and Barbara were fast, professional and worked to a very high standard with excellent communication throughout the process. They were also fantastic value and I can't rate them highly enough.

Lighthouse Financial Advice

Acomb House, 23 Front St, York YO24 3BW, UK – 01904 780250

Williams Broadley Limited

Marlborough House Westminster Place York Business Park, Regency House Westminster Place, Ings Ln, Nether Poppleton, York YO26 6RW, UK – 01904 786787

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