Priority Wealth Planning
Independent financial planning and wealth advice for families, individuals and business owners in Yorkshire
Highlights
- Young companyFounded 2024
- New on EvolcAdded 2026-11-09
About Priority Wealth Planning
Priority Wealth Planning provides independent financial advice covering estate planning, savings and investments, retirement planning, protection, pensions, business planning and succession planning. Its advisers help clients build, protect and pass on wealth.
The firm serves individuals, families, professionals and owner-managed businesses across North and West Yorkshire, including Ilkley, Otley, Harrogate, Leeds and Bradford. It also works with clients further afield.
Priority Wealth Planning Ltd was founded in 2024 and is registered in England and Wales, with its registered office in Askwith. It is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority.
Product: Independent financial advice and planning for investments, pensions, retirement, protection, estates and business succession.
Jobs at Priority Wealth Planning
Leadership
- Lisa Banks · Head of AdministrationSource: company website
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Website technologies
Tools and platforms detected on this company’s website, grouped by purpose. Dates record when Evolc observed them.
Analytics
- Google Analytics 4Medium confidence
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- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
Content delivery
- CloudflareHigh confidence
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- Response headerserver
- Response headerserver
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Content management
- WebflowHigh confidence
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- Website resourcedeclared script/iframe or software asset
Hosting
- AWSHigh confidence
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- Website resourcedeclared script/iframe or software asset
Marketing & advertising
- Meta PixelMedium confidence
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Detection evidence
- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
- Integration code on pageinitialization/configuration expression
Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.