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.


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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.


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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.