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
Get in touch if you’d like to discuss the long-term benefits of including investing in your financial plans.
Contact me today
An adviser’s insight
When is the right time to invest?
There’s always a degree of uncertainty when it comes to investing, so it’s natural for some people to feel nervous about it.
When the news is reporting stock market volatility, it’s understandable that some people might feel more cautious about investing. But including investments in your long-term financial plan is a smart way to give your money the best chance to grow.
Keeping money in cash might feel like a safe option, and having some money easily available is a sensible decision. But too much cash could end up costing you more because of inflation’s ability to eat away at the value of your savings. For example, when £10,000 is invested it can grow by 78% over 30 years, but if it was kept in a current account its value could actually reduce by 59%*.
There are lots of options when it comes to investing, and I’m here to guide you through them. I can help you decide things like which risk level is right for you, what types of investments to use to maximise your tax efficiency, and how to create an investment plan tailored to your circumstances and goals. I can also show you how different investment approaches could impact your finances over the long term.
If you’re thinking about how investing today can help create the life you want in the future, let’s talk about how I can support and guide you through the process.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change
*Based on an annual average investment return of 5% and inflation at 3%.
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.