Financial Services
We advise on all areas of personal finance. In particular we are happy to offer a review of existing portfolios for new clients.
We’re here for you
We would love to chat to you about your current & future financial plans.
About McClelland Yarr Financial Services Limited
We advise on all areas of personal finance. In particular we are happy to offer a review of existing portfolios for new clients. The key areas we consider are tax efficiency, risk and suitability to client objectives. This is relevant because many people have accumulated a range of financial products from various sources historically with no coherent plan. It is important to make sure that your money is working for you. This approach to financial advice is at the heart of all that we do. We meet regularly to ensure that you are on track to achieve your goals and review all aspects of the plan we have created for you. We work in partnership together to achieve the best outcome over the long term.
Thoughts / Podcasts
Investor Update May 2023
Commentary The Chief Economist of the Bank of England has recently acknowledged the impact of inflation on the UK economy, noting that wages and investment returns have not kept pace with the rising cost of living. Trade unions have expressed their discontent with...
Investor Update May 2022
Commentary I hope you’re keeping well and I hope all of us enjoy much better days ahead for the rest of this year. Few people could have predicted last year that we would have war in Europe, Sinn Fein the largest political party in Northern Ireland, and government...
Investor Update June 2021
Commentary We are finally emerging from the worst of the impact of the pandemic. It is too early to determine just how much will have permanently changed but it will be one of the greatest peacetime changes ever. Working from home and in-store retail shopping are two...