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: Newnham & Associates 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: West Midlands
Name of key contact: Rachel Reynolds
Firm name: Own Your Future 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: Scotland
Name of key contact: David Nelson
Firm name: Park Financial Limited
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: Ivor Harper
Firm name: Peace Together Money Coaching
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: N/A
Name of key contact: Claire Sweet
Firm name: Pecunia Financial Planning Ltd
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: North West
Name of key contact: Greg Heath
Firm name: Plan First Wealth
Types of meetings offered: Remote meetings
Geographical areas served: USA
Name of key contact: James Boyle
Firm name: Plan with Neil
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: Midlands
Name of key contact: Neil Young
Firm name: Planned Future Wellbeing Ltd
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: John Chadwick
Firm name: Profecto Financial Services
Type of service:
Minimum asset value: None
Types of meetings offered: Face-to-face meetingsRemote meetings
Geographical areas served for face-to-face meetings: South West
Name of key contact: Petra Aubert
Firm name: Purpose Financial 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: Scotland
Name of key contact: Andy Reynolds
Firm name: Pursuit 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: North WestSouth West
Name of key contact: Paul McGregor
Firm name: Regent Wealth 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: LondonSouth East
Name of key contact: Amit Mehta
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