About us

Yard Wealth Management was founded in 2025 to bring a fresh, pragmatic perspective to financial planning.

We love working with individuals, families and business owners. We give our clients financial advice that makes sense, prioritising straightforward solutions that are actually useful. Our clients come from different backgrounds, but they all share a desire to take control by planning ahead, and they value having a genuine relationship with their Adviser.

Our approach is to understand our client’s definition of success and then bring it to life. Whether it's planning for retirement, investing for growth, or protecting what matters most, our mission is to bring clarity and peace of mind.

We've done our job when our clients have the freedom to live the life they want. After all, wealth isn't just about money.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.