Carl Crossfield

Crossfield Financial Planning

Telephone: 01904 471170

Mobile: 07590 803 800



Address: The Laurels, Station Lane, Shipton By Beningbrough, York, Yorkshire YO30 1AG

Type of member: Financial Adviser

Member since: October 2017

Based in York, I provide wealth management advice to clients both within the North Yorkshire region and more widely throughout the UK.

In line with my professional background of which I am a Fellow of the Personal Finance Society and a Chartered Financial Planner, I have focused on developing specialist knowledge within the often complex arena of care fees planning to become fully qualified and an accredited member of the Society of Later Life Adivers. 

At Crossfield Financial Planning, planning is really at the heart of what we do. We are a family run business and take the time to understand what it is that our clients want and need, and then we produce detailed reports showing their options and outcomes for each one. This really helps our clients understand their situations and what solutions are available.

Outside of my business, I am dedicated family man and love spending time with my wife Charlotte and my young sons Travis and Hugh. I enjoy football, although more watching than playing these days, I am a black belt 1st Dan in Tae Kwon Do which keeps me fit and active. I also enjoy golf, playing the saxophone and mountain & road biking.

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