Neathercoat Financial Planning

Our offices are conveniently based in Central London, where we work with national and international clients. We provide a wide range of financial planning services to individuals, businesses and corporate executives. We understand the challenges faced by business owners, particularly those who are new to the UK. As a native Mandarin speaker, I have experience of both Chinese and UK business cultures.

We work closely with other professional bodies to provide personal services to our clients and build long term relationships. Being part of a FTSE 100 company, we received professional support from our colleagues and provide wide range of financial planning solutions.

I am a registered Chartered Financial Planner designation by the Chartered Insurance Institute (CII). This means I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support. I have also been awarded the Later Life Adviser Accreditation (LLAA), this is the recognised benchmark for advice skills of advisers who specialise in later life planning.

The services we provide include:
- Corporate pension, protection, tax and investment planning.
- Onshore and offshore investment planning.
- Family Office services.
- Retirement Planning.
- Inheritance tax planning.
- Protection (life, critical illness, income and business protection).
- Long term care funding

UK Address
11 Hamilton Place, Mayfair, London, W1J 7DR

Yongyi Neathercoat APFS - Chartered Financial Planner 范永怡 - 英国特许理财规划师
Principal of Neathercoat Financial Planning 公司总裁
Tel: 020 7495 1771