Your Money Friend®
Your Money Friend® is a well-established specialist independent company based in Oxfordshire owned and managed by Ted Yeates, a former Combat Medic in the British Army. Having qualified as an Independent Financial Adviser in 1984, he has spent decades caring for people and advising them in regard to medical, financial, legal or tax planning matters.
Over the years Ted has qualified as a specialist in many areas and has become well known for his ability to recognise areas of concern, and develop financial products that have alleviated these concerns.
In recognition of these skills, which demonstrated a very wide product knowledge, Ted served on a Government Committee working on Long Term Care Funding legislation and also the development of Critical Illness Insurance policies during the 1990s and early 2000s.
Your Money Friend Ltd was registered in 2012 since which time the company has mainly concentrated on helping and advising clients on all aspects of Later Life Planning with the assistance of specifically qualified specialists the Care Sector, Financial Services companies, Funeral plan providers, and members of the Legal Profession to provide professional advice to clients.
Your Money Friend Ltd does not outsource to contact centres, initial contact and discussions will be direct with Ted Yeates, or a senior representative of Your Money Friend Limited.
Dependent on the client’s objectives we will provide a personal introduction to one of our specialist advisers who will discuss your personal requirements.
No charge will be raised by Your Money Friend Ltd to any clients for these introductions.
Your Money Friend Limited is a company registered in England and Wales with company number 09632652.
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