Welcome to Crossfield Financial Planning

We provide personalised wealth management advice and financial planning to individuals and businesses in and around the Yorkshire region. Our advice is tailored to meet your personal and/or business objectives on an ongoing basis.

What we do

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

About us

We pride ourselves on building long-term relationships with clients.

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Advice and services

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

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Contact us
Please get in touch to discuss your financial requirements in more detail.
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Testimonials

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I would not hesitate to recommend Carl to anyone, he has been a great support to me and my late husband. The service and support has been exceptional at all times.

Christine

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SJP Approved 13/05/2026

The 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Partners: Carl Crossfield, Charlotte Crossfield

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Copyright St. James's Place © 2026
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Copyright St. James's Place © 2026