McClelland Yarr

We advise on all areas of personal finance. In particular we are happy to offer a review of existing portfolios for new clients.

Investment

We offer a wide variety of investment products and as we are independent we can research the entire market for the most suitable provider as well as product.

Pension

A modern pension is more than just retirement income

Inheritance

Don’t let the tax-man decide what happens to your wealth.

Equity Release

Enjoy retirement and stay in your home

Thoughts

Expand your outlook

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.

Contact Us Today

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 February 2021

Commentary The two words I have heard most often to describe the current state of the global economy are “strange” and “interesting”. In the UK, despite the mishandling of the pandemic, the government have been very effective at vaccine procurement relative to Europe....

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Investor Update 20th August 2020

We continue to live in strange times although the end is in sight as far as the pandemic is concerned. What is amazing is the lack of interest in Brexit given how it had dominated the media coverage and houses of parlament over previous few years. The virus has...

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