Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Business owners
I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Contractors
As a contractor, you need to provide your own financial benefits package for retirement, savings and protection against risk. There's lots to think about, and I can make sense of it all.
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Private clients
I specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Education professionals
Whether you’re a school teacher, a university lecturer or involved in any other aspect of education, we can work together to create your financial plan.
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Tom Yard
Yard Wealth Management
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