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 how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
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.