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Monday 9am - 6pm Tuesday 9am - 8pm Wednesday 9am - 6pm Thursday 9am - 8pm Friday 9am - 4pm Saturday 10am - 1pm

Pineapple Financial Planning

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Pineapple Financial Planning

Pineapple Financial Planning is a financial planning Practice based in York, England.

01/09/2026

Achieving a successful handover of your business to a family member typically comes down to three aspects: early planning (ideally five to 10 years in advance), having a full understanding of the value of the business, plus open communication with all involved parties to ensure fairness.

It’s not just about passing on ownership of your company. Succession planning is also about the future leadership and management of your business. And these things won’t necessarily lie in the same hands.

Developing the next directors and leaders for your business, if they are to stay within the family, could take several years. Take a look at our blog 'Keeping it in the family: planning ahead for business succession' to find out more: https://bit.ly/4gFbaqt 🍍

28/08/2026

The August Bank Holiday weekend is very nearly upon us!

Please note: The office will be closed on Monday, but we will be back open as usual on Tuesday 1st September.

Have a great weekend, everyone🍍

25/08/2026

There are many reasons for not making a Will. These range from ‘not getting round to it’ to thinking we’re too young to need one. There is also a common assumption that partners and children will automatically receive their fair share.

However, with family structures more blended than ever before, failing to prepare for who should benefit from your assets could mean your wishes are not realised. Find out full details in our bog 'Where there's a Will, there's a say': https://bit.ly/4wWpT6w 🍍

20/08/2026

NEW review! It's always a great feeling to receive reviews from clients about our service. Thank you so much for such fantastic feedback!✨

📣 Clients - please head to our Google page to leave your feedback, it is all very much appreciated.🙏

18/08/2026

If you’re eyeing an exit from your business, you’re probably wondering what the best route is, and crucially, how much it might be worth.

Carefully calculating your firm’s potential value before speaking to buyers should help ensure you’re in the strongest negotiating position.

Here’s our advice on how to work out a sale value and the key impacting factors: https://bit.ly/4g0RPRn 🍍

13/08/2026

Meet Alison Duckmanton 👋

Alison started working in financial services in 2003. Originally from Durham, she decamped to Yorkshire to go to University in 1995, met and married a Yorkshireman and never looked back!

With over 20 years’ experience in Financial Services, Alison is the Practice Manager and also provides adviser support, is available for client queries and makes a very strong cup of coffee.

Married to Robin, she has two children; Ben and Nina, and enjoys family life walking their dog, Betty, playing doorman to their two cats, ferrying the children to and from their various activities and, in any spare time left, enjoys a craft project and baking for family and colleagues.

🤝Meet more of the Pineapple team: https://bit.ly/49y0vuK 🍍

11/08/2026

Losing a partner, a parent, or going through a divorce, are among the most difficult life experiences you can face. It can happen quickly too, without much warning. Not only will there be strong and complex emotions to deal with, but for many women it means a sudden and significant change to their finances.

For some women it might be the first time they’ve had to manage a property, investments, or a large sum of cash on their own.

Making decisions about your wealth at such pivotal points in life can be stressful and overwhelming. So how can women be confident they’re making the right choices for their future when their finances change overnight? Click the link to read full details & guidance: https://bit.ly/4g56ISA 🍍

06/08/2026

For many people in their 30s and early 40s, life can feel like a constant balancing act – managing a mortgage, building a career, raising a family and trying to keep up with day to day costs.

With so much focus on the here and now, thinking about long-term protection can easily fall down the priority list. This could leave many financially exposed to unexpected events.

Millennials, those aged around 30 to 45, are at a defining and often stressful stage of life. Read our full article 'Are millennials failing to protect their future?' and find out full details: https://bit.ly/3TyKfEG 🍍

03/08/2026

The Bank of England (BoE) has voted to keep the central interest rate at 3.75% as had widely been expected.

Six members of its Monetary Policy Committee (MPC) voted to keep rates on hold, with three voting for an increase. This compared to a seven-two vote in the previous MPC meeting.

Markets had anticipated the decision, as the BoE attempts to grapple with rising oil prices caused by the conflict in Iran.

The Base rate affects borrowing costs for consumers and businesses. An unexpected increase would have likely seen mortgage rates increase, as well as the interest banks pay savers.

Find out key details in our recent blog ‘Interest rates on hold…for now’: https://bit.ly/4bu4ARH 🍍

Address

Unit 19, Escrick Business Park
York
YO196FD

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 8pm
Wednesday	9am - 6pm
Thursday	9am - 8pm
Friday	9am - 4pm
Saturday	10am - 1pm

Telephone

+447792253628

Website

http://www.pineapplefp.co.uk/

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