Financial Advice

Your Money is a sister company to Your Mortgage and is a firm of Financial Advisers with access to the whole of the market place to suit our clients needs

Through this route, clients can have other areas of financial planning dealt with such as:-

  • Life protection other than simple term policies
  • Income in retirement e.g. Personal pensions, stakeholder pensions and SIPPs
  • Savings
  • Investments
  • Tax planning e.g. Inheritance tax planning

Advice in investment, savings, pensions and inheritance tax planning is dealt with by fully qualified Financial Planners.  Andrew Wright has the Financial Planning Certificate Qualification.

Your Money can be remunerated for its advice by prior agreement with clients with the option of clients paying by fees, a combination of receiving commission plus charging a fee, or just receiving commission. A full assessment of client's financial needs can be undertaken during a simple free financial review meeting.

Your Money Limited (trading as "Your Money") is an Appointed Representative of YML Group Ltd which is Authorised and Regulated by the Financial Services Authority, Registration Number 401121