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Ted Yeates profile image

Ted Yeates

Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Kept Assets Limited</span>
Intro Book
Seasoned financial expert with extensive experience in financial advisory and planning.
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Location
Abingdon-On-Thames, England, United K...
Languages
  • German -
Skills
  • Financial Advisory
  • Refunds
  • Financial Planners
  • Estate Tax Planning
  • Business
  • Show all
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Bio

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Ted Yeates is a seasoned financial expert with extensive experience in financial advisory, refunds, financial planning, estate tax planning, and retirement planning. He has held various roles, including Consultant at Kept Assets Limited, Owner and Chairman at Your Money Friend Ltd, and Regional Director at The National Careline. Ted has also worked as an Approved Funeral Celebrant at National Federation of Funeral Directors (NFFD) and an Insurance Arranger and Marketing Officer at Age UK.

Experience

  • Kept Assets Limited
    • Southern England
    • Consultant
      • Jun 2022 - Present
      • Southern England

      Specialist Estate Preservation and Blood Line Protection

  • Your Money Friend Ltd
    • United Kingdom
    • Individual and Family Services
    • 1 - 100 Employee
    • Owner and Chairman
      • Jun 2012 - Present

      Later Life Planning Expert. I offer free advice and referrals on all matters relating to Wills, Trusts, LPAs, Self-funded care, pre-paid funeral plans, Funeral management and Cremation arrangements.

    • Later Life Planning Expert
      • Apr 2012 - Present

      Combining a single point of access to the services of Financial, Legal and Tax Planning providers for members of the Healthcare sector

    • Managing Director
      • May 2012 - Jul 2023

      A tax planning company providing corporate solutions.

  • The National Careline
    • National Coverage
    • Regional Director
      • Mar 2019 - Jul 2021
      • National Coverage

      The National Careline provides support and information to the elderly, their carers and their families. We provide help and assistanceby way of our free helpline and website that offers lots of advice and information relevant to the needs and aspirations of older people.

  • National Federation of Funeral Directors (NFFD)
    • Oxfordshire
    • Approved Funeral Celebrant
      • Feb 2016 - Jul 2021
      • Oxfordshire
  • Age UK
    • Abingdon, Oxfordshire
    • Insurance Arranger and Marketing Officer
      • Apr 2014 - Oct 2014
      • Abingdon, Oxfordshire

      Arranging and promoting specialised insurance products for the over 50s in Oxfordshire.

  • Abingdon-on-Thames Chamber of Commerce
    • Abingdon-on-Thames
    • President
      • Sep 2013 - Feb 2014
      • Abingdon-on-Thames
  • Debt-Medic Ltd
    • Licensee
      • 2010 - Oct 2011

      Debt-Medic Ltd provides solutions to people who have built up unsecured debts which have reached the critical stage where repayments are unaffordable. Through a process of liaison and negotiation with creditors we help resolve people's debt problems and help them back to a normal life.

  • Future Assets Ltd
    • Oxford
    • Wealth Strategist
      • Jan 2011 - Aug 2011
      • Oxford

      Advising clients on all aspects of Strategic Wealth Planning

  • Catalyst Financial Strategies
    • Managing Director
      • 2007 - 2009

      Broking international investments and offshore tax planning strategies.Providing advice and assistance to other organisations bringing new financial products to market.

  • Parker Castle (Asset Protection)
    • Consultant
      • 2005 - 2007

      IFA specialising in Long Term Care advice initially. Advanced Tax planning involving specialised offshore trust arrangements and Asset Protection for HNWIs..

  • St James's Place
    • Partner
      • 2005 - 2006

      Invited to join as a Partner responsible for the development Long Term Care advice to SJP clients.

  • Nursing Home Fees Agency
    • Senior Consultant
      • 2000 - 2003

      Specialist in the provision of specialist financial advice to the elderly with emphasis on Long Term Care funding and legislation.

  • Hogg Robinson Financial Services
    • Germany
    • School Fees Funding Specialist, Personal Finance
      • Nov 1984 - Jun 1993
      • Germany

      IFA in Germany with Wilsons which became Hogg Robinson Financial Services as Divisional Manager. Dealing with senior military personell on all aspects of personal financial planning.

  • Royal Army Medical Corps
    • Europe
    • Combat Medical Technician
      • Nov 1961 - Nov 1984
      • Europe

      Professional soldier caring for the medical needs of servicemen and women.

Education

  • 1961 - 1984
    Royal Army Medical Corps

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Industry Focus. “Financial Services”

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