Yorkshire Financial Planning

"We immediately felt comfortable with Phil as our Business Coach and were at ease discussing challenging areas while being open and honest. We have benefited from our new skills in holding ourselves accountable for the business and our decisions, which have directly impacted our growth and success since we began our 4th year in business. We will continue to engage with Phil as our business develops and grows, serving as a key partner and mentor."
Caroline Allen and Joanne Baker
Director and Financial Advisors

About The Company

Founded in 2021, Yorkshire Financial Planning assists clients from all walks of life by providing fully tailored financial advice. Owners Caroline Allen and Joanne Baker bring extensive experience in financial planning and take pride in offering a personal approach to their guidance. They deliver clear and friendly advice designed to make the journey to financial freedom easy for their clients.

The Challenge

Co-owners Caroline and Joanne connected with me at the start of their third year in business. They were examining their growth and efficiency, seeking ways to maximise their time for the benefit of their clients. Both were deeply involved in the business, working long hours yet overflowing with ideas but struggling to find time to focus on taking the business forward.

Key Results

  • Increased confidence in both owners ensures that their customers are always right for them.
  • A successful business growth period following the coaching programme.
  • Regular strategy meetings and reviews are diarised as a non-negotiable for fostering accountability.
  • The confidence to recruit additional resource, freeing up valuable time for them to work on the business strategy and client acquisition.
  • Freed up their time to enjoy life outside of work.

My Solution

I worked closely with Caroline and Joanne for six months on a structured coaching programme designed to help them focus on working on the business rather than in it. The programme covered time management, planning, recruitment and accountability. Work included what an ideal client looks like for their business, and we discussed ways to qualify work opportunities and secure the right customers moving forward.