Experienced advisor establishes wealth management business

A new Yorkshire wealth management company with £35m worth of funds already under advice has launched today – 10 April.

Heblethwayte Wealth Management is led by Paul Raper, an independent financial advisor, with over 90% of his clients hailing from Yorkshire.

The company, based near York, will cater to the financial needs of business leaders, landowners, and high net worth clients throughout the region.

Its solutions include investments, pensions and retirement planning, wealth protection, and trust and estate planning.

Raper said: “Whether you’re planning for retirement or figuring out school and university fees, Yorkshire investors are navigating a myriad of financial decisions.

“My goal is to empower clients with personalised financial strategies for their unique circumstances.

“We’re entering a new economic phase, with substantial growth in the stock market since autumn, so now’s an ideal time for Yorkshire investors to re-evaluate portfolios.

“I always recommend annual reviews with my clients, to ensure investments align with financial goals, risk tolerance, and potential inheritance considerations.

“Combining investments with expert independent advice helps the journey towards financial stability and growth, particularly as interest rates continue to influence market dynamics.”