Welcome to Omega Wealth & Finance specialist financial advisers in Yorkshire

At Omega Wealth & Finance, we believe that every financial journey is unique and deserves a tailored approach. Based in Yorkshire, our expert advisers are dedicated to helping you work towards achieving your financial goals through personalised advice and comprehensive planning. Whatever stage you’re at in life, we’re here to provide support, expertise and advice to help you on your way.

About us

We are Omega Wealth & Finance, a specialist financial services firm based in Yorkshire. Our advisers have years of knowledge and experience across the full spectrum of financial planning matters.

We pride ourselves on our knowledge and personalised advice, tailored to our clients’ unique needs and circumstances. We understand that every client’s journey is different; that’s why we take the time to get to know you and understand your goals and aspirations, enabling us to develop a plan that moves and flexes as your circumstances change.

Our mission is to be a leading financial advice firm, recognised for our commitment to our shared values of partnership, client service, integrity, and excellence. We strive to empower and inform our clients by thoroughly understanding their needs, delivering exceptional results with the highest standards of discretion and confidentiality. Through a culture that nurtures professional development and personal growth, we aim to provide unparalleled service and quality advice, ensuring our clients are delighted to recommend us everywhere.

Our services

Equity release

Many people approach retirement owning the family home and would like to access some of the value stored in its bricks and...

Investing for your future

We’re here to help your money work smarter. Whether you’re just starting out or have years of experience as an investor, our...

Finding a mortgage to fit you

We’ll be by your side through the entire process — from your application to the final completion. Buying a home is probably...

Unlock your potential as a landlord

With rising property values and a consistently strong lettings market, many people are considering investing in property. Lenders have responded to this...

Commercial lending – arranging the right finance

Securing the right finance is vital in commercial property transactions, requiring a tailored approach and specialist advice. Commercial lending is often more...

Inheritance planning

Passing wealth from one generation to the next, in a tax-smart way. If you want to leave your money and valuables to...

Protecting what matters most

While we can’t foresee the future, we can certainly plan for it. If illness or anything untoward were to happen, you need...

Your retirement plan

Enjoy the retirement lifestyle you dream of – it all begins with smart planning. One of the key elements of retirement planning...

Time to access your pension

Your pension will likely be your main income in retirement, so it’s important to plan carefully. From age 55 (rising to 57...

Care in later life

With an ageing population and rising care costs, planning for long-term care in later life is increasingly important. It’s an emotional time...

Latest news

Get up to speed with the latest financial insights, uploaded regularly to our website.

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