Welcome to Neathercoat Financial Planning
One of the most important aspects of providing financial planning is to genuinely understand our clients aspirations, whether for you personally, your family or your business. Only when we truly understand these aspects can we offer any form of effective financial solutions.What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Chartered Financial Planner
Yongyi Neathercoat has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
Testimonials
SJP Approved 05/07/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
