Yongyi Neathercoat
Chartered Financial Planner, APFS, FPFS
Clarity is a key focus throughout my advice process. Working closely with my clients, I aim to find the most effective and tax-efficient strategies to help achieve their goals. As one of the most qualified Financial Planners in the UK, I take pride in guiding my clients through the complex world of financial planning in an open, friendly, and knowledgeable manner.
About
I am a UK based Chartered Financial Planner and have worked in the British financial industry for over 15 years. In December 2020, after many years of studying, I was awarded my Fellowship at the Chartered Institute of Insurers. It is universally regarded as the highest qualification for those working in the financial planning industry.
I live in the beautiful South Down National Park with my family, a cat, and three lively chickens. I am passionate about helping to conserve and ensure our beautiful landscape will be there for future generations.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
