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 I can help you with windfalls and lump sums.
Contact me today
An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
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.