For a prosperous future

Make the right financial decisions for you, your family and your business with honest, expert support from The Insurance Partnership Financial Services.

Based in East Yorkshire, we’re committed to providing business clients and private individuals from across the region and beyond with expert financial advice and the right products and solutions to match their requirements exactly.

Experienced, trustworthy and dependable, our friendly team of experts have an excellent track record in helping our clients to create, grow and secure their wealth.

Taking a whole of market approach, we’re here for the benefit of you, our clients and are not affiliated with any single financial institutions or providers. You can come to us in the security and peace of mind that we’ll always act in your best interests, helping you make fully informed decisions that will benefit you now and into the future.

Latest News

A Savings Tax Review

Photo Gavin Wilkinson Apr18
Blog // June 21, 2018

The way savings are taxed is being reviewed by the Office of Tax Simplification (OTS).  The OTS is looking at the way in which savings and investment income is taxed, […]

Pension transfers skyrocket

Pension transfers out of private sector final salaries boomed in 2017. There was a dramatic increase in the value of number of pension transfers out of defined benefit (usually final […]

Blog // June 18, 2018

Interest rates prove hard to predict

The Bank of England did not raise interest rates in May, despite earlier suggestions that it would. About four years ago a member of the Treasury Select Committee compared Mark […]

Blog // June 11, 2018

Meet the team

Paul Newman, DipPFS


    Trevor Stephenson, DipPFS

    Financial Adviser

      Paul Hodgson BA(Hons), APFS, Cert CII (MP)

      Managing Director

        Shane Beardsley, DipPFS


          Find out more about how we work, and the benefits of choosing us.

          With so many financial advisers out there, it can be difficult to know where to turn. Find out more about The Insurance Partnership Financial Services, the way we work, and how we can help to ensure that you make the right decisions to secure a prosperous future.