David Yeardley
WF2, Wakefield
WF2, Wakefield
I am committed to building long-term, trusted relationships with my clients by offering a bespoke wealth management service, tailored specifically to you.
Whether it’s finding the most suitable mortgage, helping you arrange cover in case the worst should happen, preparing for your retirement or making your children see as much of their inheritance as possible, advice will only be valuable if it’s tailored to you.
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What do you love most about your job?
I love making a positive impact on peoples lives, whether that be helping them move into their dream home, protecting their loved ones or investing for the future.
What inspired you to start your own business?
Not being a 9-5 person, I wanted the control to be able to help clients and make a positive impact on their lives with not being dictated to as to when this can happen.
Why should our clients choose you?
A friendly professional service whilst putting clients at the heart of everything that I do.
Can you provide your services online or remotely? If so, please add details.
I am able to provide financial planning both online and remotely.
What changes have you made to keep your customers safe from Covid-19?
Offering remote meetings where required and otherwise keeping safe in line with government guidelines.
Financial Planning
Whether it’s finding the most suitable mortgage, helping you arrange cover in case the worst should happen, preparing for your retirement or making your children see as much of their inheritance as possible, advice will only be valuable if it’s tailored to you.
