Welcome to Steer & Co. Financial Planning

We are a lifestyle financial planning practice based in York, helping individuals, families, and business owners to identify what they want from life, build a robust plan to achieve it, and pursue what matters most with clarity and confidence.

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SJP Approved 23/06/2026

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Steer & Co. Financial Planning is a trading name of Steer & Co. Financial Planning Ltd. Steer & Co. Financial Planning Ltd is registered in England and Wales, Number 16950184. Registered Office: East Coast House, 25 Skeldergate, York, North Yorkshire, YO1 6DH.