Neathercoat Financial Planning

Contact Name: Yongyi Neathercoat

Category: Wealth Management

Business Description

We provide a wide range of wealth management solutions to individuals, business owners and corporate executives. Having worked with high net worth clients for many years, I understand the specific issues that significant wealth can create. As a pension specialist, pensions play a big part in our retirement and inheritance tax planning. 

I am a registered Chartered Financial Planner designation by the Chartered Insurance Institute (CII). This means I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.

The services we provide include:

- Retirement planning.

- Inheritance tax planning.

- Investment planning.

- Corporate pension, protection, tax and investment planning.

- Protection (life, critical illness, income and business protection).

If you would like an informal chat with no obligation, please feel free to contact me on: 

Telephone: 0207 495 1771
Mobile: 07964 796987

yongyi.neathercoat@sjpp.co.uk 

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