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Mike Weedon

Financial Planning Consultant DipPFS in South Shields

A little bit about Mike

‘Top Rated Adviser 2024, 2023, 2022 and 2021’ as featured in The Times! I am a Diploma Level Qualified, Financial Planning Consultant, with over 25 years’ experience working in the Financial Services Industry. I enjoy developing new and existing client relationships, providing bespoke financial plans, and reviewing goals regularly. I won’t always give you the answer you are wanting to hear – instead, I will make sure I really understand your situation and give the answer and advice that is right for you.

Find out more about me below.

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There are lots of ways I can help you prepare and plan your finances over the long term, such as cashflow modelling or a range of other useful tools.
Contact me today

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What is cashflow modelling?

It’s the unknown that makes planning for the future difficult. Your life is full of lots of choices that can impact your financial situation. So how can you look all the way ahead to your later life with any kind of certainty?

This is where cashflow modelling comes in. Essentially, it’s a tool used by advisers like me to get an idea of how your financial future could look. I put in lots of data about you and your financial circumstances, and that lets me predict what could happen, and compare different scenarios against each other.

It means we can do things like: see whether you can afford to gift your grandchildren money towards their education, gauge whether your finances will last you into retirement, or understand whether you need to make some changes to achieve your goals.

Let me know if you think cashflow modelling could help you.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Diploma in Financial Planning

  • The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.

Mike Weedon's location

Mike Weedon's location

Mike is located in South Shields and offers expert financial advice to suit your needs.

Mike Weedon's location

I also offer services in the following areas:

I also offer services in the following areas:

  • North East
  • Tyne and Wear
  • South Tyneside
  • North Tyneside
  • County Durham

I help people achieve their financial goals and I can provide advice in the following areas:

  • Retirement planning
  • Pensions in Divorce
  • Tax-efficient savings & investments
  • Tax and Trust Planning
  • Life/Income / Business/ Protection

Outside of work I enjoy spending time with my family, watching football and I am a keen golfer.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.