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Hanson Wealth
    Management

Financial Smiles
Yeend Financial
    Planning LTD

Positive Solutions
Estate Matters
    Financial Ltd


yeendFT

Address: The Office Suite, 8a Woolsington Gardens, Woolsington
Newcastle Upon Tyne, NE13 8AR
Telephone: 0191 214 5842
Fax: 0191 286 8001
E-mail: info@yeendft.co.uk
Visit our Web Site: www.yeendft.co.uk
General information

yeendFT offers comprehensive, independent financial advice for both individuals and companies.

Our long-term business values embrace the following:

Impartial advice: We are free to recommend the companies, products and services which are best suited to your needs.

Impartial remuneration: We believe that to give truly unbiased advice we need to be impartial about our remuneration. The conventional method is commission from product providers, but there may be times where it is more appropriate to simply provide advice (and not arrange any products), or to advise that no action is necessary now. Therefore, we operate on a fee or commission basis to suit your needs, preferences and requirements. With all enquiries, initial meetings are always without charge or obligation.

Regular reviews: This allows us to monitor clients’ existing plans and adjust them, as necessary, to take account of changes in business or personal circumstances and economic and legislative changes. Yearly reviews also enable plans to be put into place gradually, as resources allow.

No Jargon: We always endeavour to use plain English so that clients fully understand all aspects of the financial world that affect them, choices available and the full implications of their decisions.

Integrity, service and professionalism: Clients are at the centre of our work, putting the focus firmly on delivering high standards of service, training and technical development.

We specialise in advice in the following areas:-

FOR INDIVIDUALS

» Investments & Savings
» Inheritance Tax Planning
» Life Assurance, Critical Illness &
      Mortgage Protection
» Pensions
» Mortgages & Re-Mortgages
FOR BUSINESSES

» Employee Benefits (including
      Stakeholder)
» Company Pension Schemes
» Group Personal Pensions
» Key person insurance
» Director Share Protection
» Partnership Protection

What to do next?

Please contact us via email, telephone or website with your initial enquiry/requirements.

Meetings can take place in your home, place of work or at our offices in Ponteland, Newcastle where free parking is available.


yeendFT is authorised and regulated by the Financial Services Authority.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Not all products/services are regulated by the FSA.


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