James Young Associates

James Young Associates Pension Planning
Retirement Planning
Investments
Mortgage Services
Life Cover
Home Insurance
Equity Release Mortgages
Wills
Lasting Power of Attorney

Our professional, local and preferred friendly team of fully Independent Financial Advisors, Mortgage Brokers and Estate Planners (Wills, Powers Of Attorney, Probate and Related Trusts) are on hand to help.

If you don’t have a copy of the latest .living  then run don’t walk to grab one because Sam has been featured as a Leadi...
28/02/2026

If you don’t have a copy of the latest .living then run don’t walk to grab one because Sam has been featured as a Leading Lady of Dorset 🤩

Every member of our team has children of varying ages so this is a piece that’s very close to home for us all. Whether you’re running a business, managing people or working a busy job around kids; we see you. Whilst we’re not qualified to help with your kids, we’re absolutely qualified to help with your finances and ensure your financial lives are looked after both now and for the future!

James Young Associates (JYA)
🏠106A Radipole Lane, Southill, Weymouth
🏘️ 7 Crown Square, Poundbury, Dorchester

📞 01305 839506
📧 [email protected]
🌐 www.jyagroup.co.uk

Out of hours appointments and home visits available on request.

-Independent Financial Services
-Pension Specialists
-Investments
-Inheritance Tax Planning
-Long Term Care Planning
-Estate Planning
-Wills, Powers of Attorney, Probate
-Mortgage Brokers
-Equity Release & Lifetime Mortgages
-Whole of Market

**Our posts do not constitute advice. Advice is based on your individual circumstances only.**

We need your help! We have been contacted by the Weymouth Business Awards about their upcoming 2026 awards that celebrat...
28/01/2026

We need your help! We have been contacted by the Weymouth Business Awards about their upcoming 2026 awards that celebrate local businesses 🎉

Please can we ask that if you think we deserve an award, click the link below and nominate for the award you feel is most appropriate 🤩

Thank you all for your continued support, from us all at JYA✨

Weymouth Business Awards celebrates & rewards excellence in Weymouth's businesses. Recognize local heroes & support the town's vibrant economy.

In 2025, our small but mighty Mortgage & Protection team completed an enormous £40MILLION of Mortgage & Protection advic...
21/01/2026

In 2025, our small but mighty Mortgage & Protection team completed an enormous £40MILLION of Mortgage & Protection advice! 🏡

We know we don’t post here anywhere near as much as other locals firms or companies, we prioritise our clients over and above anything else. But when the numbers are so big, we just had to share it with you! 🎉

That’s 158 successful mortgage completions, we’re very proud of the service of we provide 🤩

We may be small, but we are mighty! dorsetmortgages

🎄MERRY CHRISTMAS FROM HMRC! 🎄Did you know that as a limited company, you can gift your employees a £50 gift card a few t...
23/12/2025

🎄MERRY CHRISTMAS FROM HMRC! 🎄

Did you know that as a limited company, you can gift your employees a £50 gift card a few times a year, and the employee doesn’t have to pay tax on it? There are some caveats so do your research before doing it yourself!

So much of what we do is giving our clients solutions to pay less tax, and we’re very passionate about it!
This is something we have done for the past few years, because the money is better off in our staffs pockets than HMRC’s right?!

22/12/2025

✨MERRY CHRISTMAS DO!✨

If you want to see what we did for our Christmas Do this year then check this out!

Thank you to & for an EPIC day!

🎄WE ARE CLOSED TODAY! 🎄We are sorry for any inconvenience, but both our offices are closed today because we’re off to th...
16/12/2025

🎄WE ARE CLOSED TODAY! 🎄

We are sorry for any inconvenience, but both our offices are closed today because we’re off to the Big Smoke for our Christmas Do!

It has been our busiest ever year, and the team deserve a celebration 🎉🥳🍾 We’re so proud of our team, so please join us today in wishing them a very merry Christmas!

Today was Christmas Jumper Day! 🎄🎅🏻❄️🌲The winner is Stef, who forgot, and had to improvise 😂
11/12/2025

Today was Christmas Jumper Day! 🎄🎅🏻❄️🌲

The winner is Stef, who forgot, and had to improvise 😂

26/11/2025

Some words from Sam prior to today’s budget:

Aligning yourself to a political party nowadays feels like a waste of time, but researching policies? That matters.

I have seen this today and whilst I highly highly doubt it will happen, the difference this would make to our economy and to our daily lives would be a dream. I have purposely not said who wrote this and whose opinion it is, but it’s a great read nevertheless less. I haven’t doctored this but I have removed parts I didn’t absolutely agree with or, that are not relevant to our conversations with you.

How does this sound to you? Lets talk about it, let us know below ⬇️

🗣️“What Reeves should announce today, but obviously won’t.

Everything costs more. Food, rent, mortgages, insurance, childcare, energy, basic goods, services, the weekly shop, a pint. Britain is getting poorer, faster.

People feel it, and they’re right. Inflation has eaten us alive. Wages wiped out. Savings eroded. Families poorer. Britain weaker.

Here’s what Reeves should say.

Tax cuts. Lots of tax cuts.

- Raise the personal allowance dramatically - let people keep the first £20,000 they earn, minimum. No tax. It will cost, but the savings it will produce from encouraging people back into work will be vast,
- Slash Income Tax/National Insurance, especially on middle-earners who’ve been squeezed the hardest. This is uncomplicated, Rachel. REWARD HARD WORK.
- Remove the stealth taxes they all pretend don’t exist - fiscal drag and frozen thresholds which quietly rob the British people every year.
- Give overseas skilled British workers vast tax benefits to relocate their tax revenue and skills back to Britain. Bring them home.
- Cut back VAT, reduce fuel duty, cut alcohol duty, none of this sugar tax bu****it.
- Stamp duty, gone for British families. Let’s get the property market moving.
- Licence fee, scrapped. On the bonfire. Day one. More cash in the pocket for families.

Unleash British business

- Cut Corporation Tax to the lowest rate in Europe. Undercut them. Compete. Win.
- Push back dividend thresholds and taxes. If people are successful, ENCOURAGE IT.
- Abolish Business Rates for small firms. Bring our high streets back. Turkish barber/vape shop fraud crackdown too - let's root out the criminals.
- Slash Employers’ National Insurance - the single biggest reason small firms won’t hire more staff. OBVIOUSLY. We need to get that right down. Non-negotiable.
- Scrap IR35, immediately. Leave people to interface between themselves.
- Double the VAT threshold, possibly more. Overnight, vast growth will be unleashed from businesses hovering just under £90k. The figures show it already!
- Super-deductions for investment, including capital allowances and R&D incentives. Encourage people to invest and they will!
- Get police policing, and restoring some confidence for investment. Make Britain safer, and that will make Britain richer.

Drive for self-sufficiency.

- Support British farming. Scrap the family farming tax. Use the public sector’s purchasing power to BUY BRITISH from our farmers. End dependency. Boost farming apprenticeships.

We must urgently cut back the bankrupt British state. Growth only comes from the following things.

A smaller state. Lower taxes. More people working. Fewer people scrounging. Cheaper energy. Stronger borders. Mass deportations. Actual production.

Britain needs an economic revolution.” 🗣️

🏡 Join us in supporting our local community! 🏡 We love congratulating our clients as they step into their new homes. You...
14/11/2025

🏡 Join us in supporting our local community! 🏡

We love congratulating our clients as they step into their new homes. You may or may not know, to mark the occasion, we support amazing charities and local businesses. This is something very close to all our hearts that began in 2015 with and ❤️

Earlier this year, this progressed to include local businesses (our favourite local Fish N Chips 🤩) but our chosen charity of 2025 is 🧑‍⚕️

Weldmar do incredible work providing specialist end of life care for adults with a life limiting illness, and support for their loved
ones. We have supported them in a number of ways through the years BUT for each and every mortgage completion we have had this year, a donation has been taken and will be presented to in time for Christmas 🎄

Here’s to many more years of community support and local partnerships! ✨

👏🏻 👍🏻👏🏻👍🏻 👏🏻
03/11/2025

👏🏻 👍🏻👏🏻👍🏻 👏🏻

𝗠𝗔𝗧𝗖𝗛 𝗧𝗢𝗣 𝗦𝗣𝗢𝗡𝗦𝗢𝗥 - 𝗝𝗔𝗠𝗘𝗦 𝗬𝗢𝗨𝗡𝗚 𝗔𝗦𝗦𝗢𝗖𝗜𝗔𝗧𝗘𝗦
Weymouth and Portland RFC would like to thank James Young Associates for their generous support and being match tops for the 2025/26 season.
James Young Associates, based in Southill are a professional, local and preferred friendly team of fully Independent Financial Advisors, Mortgage Brokers and Estate Planners (Wills, Powers Of Attorney, Probate and Trusts).

⭐️We’re incredibly proud to share some amazing news! ⭐️James Young Associates has won Financial Advisory Firm of the Yea...
03/11/2025

⭐️We’re incredibly proud to share some amazing news! ⭐️

James Young Associates has won Financial Advisory Firm of the Year at the Prestige Awards 2025/26 - South West England!
This award truly belongs to our dedicated team and, most importantly, our wonderful clients. Thank you for trusting us with your financial future, we love what we do!

James Young Associates (JYA)
🏠106A Radipole Lane, Southill, Weymouth
🏘️ 7 Crown Square, Poundbury, Dorchester

📞 01305 839506
📧 [email protected]
🌐 www.jyagroup.co.uk

Out of hours appointments and home visits available on request.

-Independent Financial Services
-Pension Specialists
-Investments
-Inheritance Tax Planning
-Long Term Care Planning
-Estate Planning
-Wills, Powers of Attorney, Probate
-Mortgage Brokers
-Equity Release & Lifetime Mortgages
-Whole of Market

**Our posts do not constitute advice. Advice is based on your individual circumstances only.**

🚨 OUR PHONE LINES ARE INTERMITTENTLY DOWN TODAY 🚨 We are aware of the issue and actively working on it, please do email ...
24/10/2025

🚨 OUR PHONE LINES ARE INTERMITTENTLY DOWN TODAY 🚨

We are aware of the issue and actively working on it, please do email us with anything urgent and we’ll be in touch ASAP.

Thank you for your patience!

Address

106a Radipole Lane
Weymouth
DT49RT

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when James Young Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Practice

Send a message to James Young Associates:

Share