Heddon Business Centre
Towne Gate
Heddon on the Wall
NE15 0DT
m: 07885 907408
e: jonathanyeend@thinkpositive.co.uk

What we do - Personal Solutions

Annual Review Service
Annual Review Service is the cornerstone of yeendFT’s professional financial planning service. Give yourself peace of mind all year round and leave the hard work to us.

It is perfect for those people who have come to us for assistance and are keen to keep up the good work. In other words, this unique part of the yeendFT offering enables us to review your financial circumstances regularly.

Perfect for a busy lifestyle, yeendFT’s Annual Review Service, is designed to bring calm to your financial confusion – without you doing a thing. We want you to enjoy reaping the benefits of intelligent financial planning, by keeping you up to date with the performance of your savings and investments, ensuring you continue to maintain the best mix of assets to achieve your objectives and carrying out an annual ‘Bank Check’ to achieve optimum interest rates for your money, we will ensure you get the most out of your finances.

But, perhaps the most vital part of the service is the Annual Review meeting. This provides you with a complete overview of your financial situation, with an evaluation of the preceding twelve months as well as a projection for the year ahead. If you are interested in seeing your money work to its full potential, then this meeting is invaluable. However, aside from this yearly consultation at our offices in Heddon-on-the-Wall we are always just a phone call away if you have a query or need some financial advice or support – and you will receive a regular newsletter to keep you in touch with the latest in the world of monetary matters.

To find out more about how we can take the hassle out of financial planning simply get in touch. If you are already a client, you can join the Annual Review Service immediately but if you are contacting us for the first time, discover how our customised approach can best benefit you with a complimentary initial consultation

The value of investments and the income they produce can fall as well as rise, you may get back less than you invested.