The Yardstick Client Connector
Helping advisers and planners to help more people
The Yardstick Client Connector helps financial advisers and planners connect people they can’t help, because of their asset level or their need for specialist advice, with someone who can.
If you’re an adviser or planner who receives an enquiry from someone you can’t help, use the Yardstick Client Connector to search for an alternative you can introduce the consumer to.
If you’re an adviser, planner or coach who genuinely works with clients who have low levels of investable assets, or you have an alternative specialism, and you’d like a free listing on the tool, please email hi@theyardstickagency.co.uk and we’ll tell you what you need to do.
A note for consumers
The Yardstick Client Connector is designed to help financial advisers and planners connect people they can’t help with someone who can. It is not a comprehensive list of the UK’s financial advisers, planners and coaches. If you are a consumer looking for advice, we suggest you visit the Money Helper, VouchedFor or Unbiased websites.
Firm name: Financial Life Planning
Type of service: Regulated advice/planning
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: Wales
Name of key contact: Kate Shaw
Firm name: Four Rivers Financial Planning Limited
Type of service: Regulated advice/planning
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: North East
Name of key contact: Charlie Wallace
Firm name: Fresh Financial Planning Ltd
Type of service:
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: North West
Name of key contact: Neil Trotter
Firm name: Geoff Dyckes Financial Consultancy
Type of service: Financial coaching/planning
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: LondonSouth East
Name of key contact: Geoff Dyckes
Firm name: Greenspace Sustainable Financial Planning
Type of service:
Minimum asset value: None
Types of meetings offered: Remote meetings
Geographical areas served for face-to-face meetings: N/A
Name of key contact: Dan Old
Firm name: GroWiser Financial Coaching
Type of service: Financial coaching/planning
Minimum asset value: None
Types of meetings offered: Remote meetings
Geographical areas served for face-to-face meetings: N/A
Name of key contact: Graham Wells
Firm name: Hauxwell Wealth Management Ltd
Type of service:
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: North East
Name of key contact: Pierre Bertolotti
Firm name: HNW Planning Pty Ltd
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served: Australia
Name of key contact: Scott Palmer
Firm name: Innes Reid Investments
Type of service:
Minimum asset value: £50,000
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: North West
Name of key contact: Mark Reidford
Firm name: Joyful Wealth
Type of service: Regulated advice/planning
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: North EastNorth West
Name of key contact: Jo Wall
Firm name: Live Smart Financial Planning
Type of service:
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: East AngliaLondonMidlandsNorth EastNorth WestNorthern IrelandScotlandSouth EastSouth WestWalesWest MidlandsYorkshire
Name of key contact: Julian Baker
Firm name: Livingstone IFA
Type of service:
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: West Midlands
Name of key contact: Grant Livingstone
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