NeedingAdvice.co.uk offers independent financial advice to both new and existing clients. At the forefront is our highly qualified financial adviser, Romany Youell.
Romany is committed to helping our clients identify and achieve their long-term financial goals.
When Romany passed her exams at the respected Quilter Financial Adviser School, she became one of the UK’s youngest female financial planners.
Romany continues to apply her skills to provide a modern and up-to-date approach to financial advice.
In her spare time, she enjoys visiting new places, practising yoga, and spending time with loved ones.
Our services
Retirement Planning: Secure Your Financial Future
A well-structured pension plan is crucial for ensuring a comfortable retirement. Our retirement planning services provide you with personalized strategies to maximize your pension savings, manage investment risks, and achieve your long-term financial goals.
Romany Youell will work closely with you to understand your retirement goals and develop a tailored plan that aligns with this.
Equity Release: Access Tax-Free Cash from Your Home
Equity release can be a valuable tool for accessing tax-free cash from your home to enhance your lifestyle, supplement your retirement income, or pay for unexpected expenses. Our experienced adviser, Romany Youell, will carefully assess your individual circumstances and guide you through the process of unlocking the value of your property responsibly.
Contact Us
3 step Process
You can relax knowing that the initial chat is free of charge or obligation. We can get to know your current situation, long term goals and identify your next steps.
We will look at what you currently have in place and assess whether this is in line with your future goals and circumstances. Together, we can review the options and work out which is best for you.
We can make the agreed changes and take care of all of the paperwork. We will also continue to review your situation over the years and make any changes when needed.