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The Bank of England Financial Institute


Personal and Professional Independent Financial Advice IFA in Yorkshire and London

We're an independent financial adviser IFA based in Yorkshire and London. We provide the financial framework you'll need to stay in control of your financial planning throughout your life.

The path to financial security isn't an easy one to walk on your own. So, we listen to you and understand your aspirations. Then we’ll help make them happen by explaining all the options available, enabling you to make an informed decision.

About us

At Financial Framework Wealth & Estate Planning we offer a range of independent financial advice IFA services. These include investment advice, wealth management, retirement planning, tax planning and intergenerational financial planning. Through the use of Trusts and tax planning tools. We offer advice to individuals and businesses. Our team has many years of experience providing personal and professional independent financial advice. Our head office is in Otley, Yorkshire, but we also have offices in the South of England in London and Weybridge. So, our clients are located throughout the UK. Our managing director, Simon Jones, is a Chartered Financial Planner.

Chartered Financial Planner Award

How we work

We broadly follow a five-step process when working with our clients, a process that has helped many clients create strong financial futures.

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Step 1: Discovery Meeting

We listen to your aspirations and ask questions.

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Step 2: Our plan for you

We confirm in writing the proposed scope of work for you to approve.

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Step 3: Your strategy and our recommendations

Using the detailed information we have collated, we prepare a comprehensive plan, using any of your existing financial arrangements and show how they fit into your new financial framework.

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Step 4: We implement

With your agreement, we put your plans into action.

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Step 5: We stay with you

We will review your circumstances, if you have signed up to one of our ongoing services, to ensure we are always focused on your objectives and that we continue to understand any changes along the way.

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Our services

The London Stock Exchange

We have investment expertise.  We have access to the entire investment market and we work alongside a range of investment houses with different specialisms to suit your risk profile and personal agenda.  We’ll advise on a long-term strategy that will help to deliver your financial aspirations whether investing for income or growth.


We can provide trusted financial advice no matter what stage of life you are currently at. So, whether you wish to save for your family, prepare for retirement or ensure that your intergenerational tax planning is where it should be, we aim to help you achieve your goals.

An elderly couple look at their financial plan
A street in London

For many, a mortgage is one of the largest financial commitments they will ever make, so it pays to get advice. We provide access to an independent mortgage adviser who will scour the market for you to find a mortgage that is right for you.


Protection offers invaluable peace of mind.  Whether you’re protecting yourself, your business, your loved ones or the home you love, we provide advice across a range of products.

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Don't just take our word for it


Excellent service from William. I wouldn’t trust my investment with anyone else. I have worked with William for over 20 years and his advice has been second to none.


Focus on

Intergenerational Wealth Management

This focuses on how families can use their combined wealth more collaboratively to aid each other during their lifetimes. And it provides legitimate estate planning and tax mitigation opportunities

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New Service:

Preferential Currency Exchange Rates

If you are planning a move abroad and need to send money overseas to fund your emigration, or you need to move money between countries, we’re here to help. We've partnered with leading currency exchange experts, Currencies Direct, to provide our clients with access to market leading rates.

Latest Market Data

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Investment Updates

Our monthly investment updates provide you with all that you need to know when it comes to what's happening out there in the investment world from a national and global perspective.

Latest News

Read our latest thoughts and opinions and keep up to date with all the financial planing news.

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