Member Profile

  • I provide a wide range of financial planning solutions to individuals and business owners. Having run my own business for many years, I understand the challenges that business owners face and the needs of a woman in business. Having been a member of the Mumpreneurs Networking Club for over two years, I make it one of my priorities to supporting members of MNC. As a registered Chartered Financial Planner, 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. I also work closely with other professional bodies to provide personal services to our clients and build long term relationships. 

    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. 

    I have also been awarded the Later Life Adviser Accreditation (LLAA), this is the recognised benchmark for advice skills of advisers who specialise in later life planning.  

    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).

    - Long term care funding.

     

    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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