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.
Start the conversation
Speak to me if you want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
Contact me today
An adviser’s insight
Aim to maximise your cash savings
It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.
This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.
If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.
1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024
Cash on deposit advice is not regulated by the Financial Conduct Authority.
Services
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.
Qualifications
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.
Location
Mike Weedon's location
Mike is located in South Shields and offers expert financial advice to suit your needs.
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
More about me
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
- Long Term Care
- 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.