We are friendly, approachable advisers offering sound financial advice. Our process is based on understanding your objectives and helping you plan to fulfill your life goals. Initial meeting can be via Zoom, over the phone or face to face. We are a friendly, professional advisory firm which looks to work with you to find out what your financial goals are for the current time and also the future. We look to develop a long term working relationship with you, as life does tend to throw up its chall...
Helping you to achieve your financial objectives We provide personal financial advice to help you reach the goal of financial freedom.All of our advisers have achieved the stringent qualifications and administrative standards set out by the Financial Conduct Authority (FCA) and hold the mandatory Statement of Professional Standing, issued to authorised financial advisers only. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing ...
We offer a professional service with a free, no obligation, initial meeting at our offices or your home We are totally independent, providing a comprehensive range of advice and are firm believers in the principle of treating our customers fairly. We offer advice on pensions, annuities, Equity Release, investments, Long Term Care, Inheritance Tax planning and mortgages. We listen to your needs and give impartial advice to meet those requirements. The initial meeting is at our cost. Our focus is ...
Acuity Professional are a full-spectrum financial services firm offering bespoke financial advice, tailored to your individual needs and objectives. We work proactively to help our clients attain their financial freedom and enjoy their lifes work. We are a firm of experienced, forward-looking, client-focused advisers. We have offices both in the City of London and Sussex, but we can also provide advice nationwide, through our network of regional IFAs.We are passionate about providing honest, str...
“It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for”Robert Kiyosaki on why people benefit from professional financial advice.This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialist...
We work with our clients to identify their lifetime goals and objectives and work with them to set up a plan to achieve those goals. Holden & Partners is a Chartered firm of independent financial advisers. Formed in 2003, we are one of a few independent financial advisers to have achieved Chartered status and to advise on ethical and sustainable investments in the UK.We also have a number of financial advisers who are affiliates of the Society of Tax and Estate Practitioners, allowing us to repr...
Based on Wimbledon Broadway since 1986, our Chartered and Independent Financial Advisers provide independent advice on all aspects of financial planning. Operating from prominent high street offices at 235 The Broadway Wimbledon SW19, MFS is a well-known and respected independent financial advice company with a track record stretching back over 50 years. All MFS advisers are qualified with the Chartered Insurance Institute or Institute of Financial Services and hold the requisite Financial Condu...
Were here is to educate and empower people and business owners, through educational workshops and bespoke, independent financial advice, giving clients access to the whole of the market place. We are a fully Independant and whole of market Wealth Management company, helping people to plan for their financial futures with a new and fresh perspective - with financial education as one of the core values.Our primary aim will be to help you map a plan for your future, but to also teach you how to bet...
I offer financial planning advice to help you achieve your lifestyle and retirement goals. Westminster Wealth is a privately owned Independent Financial Planning and Wealth Management organisation founded in 2000. Westminster Wealth Management is one of the largest independent, Chartered firms in the UK. We are committed to retaining our independent status. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insuranc...
We help evaluate the financial decisions you have already taken as well as those that you may be considering. Holborn is an award winning boutique financial strategist based in Wimbledon, South West London. We have been in business for over a quarter of a century and boast a team of highly qualified and experienced specialists. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insuranc...
We all have good ideas occasionally. Its the follow through that separates the winners from the rest. Be a winner! Mike Metcalf is a Chartered and Certified Financial Planner and our firm assists our clients to make better financial decisions. We offer independent advice to families and individuals on your financial planning needs. If you require advice on Will Writing and Powers of Attorney, we can refer you to Family Wealth Preservation (Sevenoaks) Ltd, which is not part of TenetConnect Ltd.Me...
Hearnden Associates are CII Chartered Financial Planners, providing solutions to your investment, retirement and pension planning as well as mortgage advice. Since Hearnden Associates was established, our aim has been to offer independent financial advice that is the very best solution for each and every client. We offer a free initial meeting. We are able to offer either a focused or full review service and set out to build and maintain long-term relationships with our clients. We believe consi...
As a Sandringham Partner I will work with you to explore your options, then plan for how your tactical and strategic financial goals can be best met. I know every client is unique and my advice is completely tailored to your individual circumstances. Sandringham’s Precision ongoing client service is cutting-edge and uses technologies helping you achieve your goals by reviewing your finances on a regular basis.With over 25 years of experience in financial services I understand that your time is...
We are approachable. We listen, ask questions and then focus on helping clients to achieve their objectives. We are a Chartered Firm, meaning we are qualified in all regulated areas of financial planning. We focus on helping clients to achieve their financial objectives. We listen, discuss, prioritise and propose useful solutions for clients. We work on a fee basis (on a one off basis or with ongoing advice, whichever is most appropriate) and discuss estimated costs after the first meeting. Afte...
3D Financial Planning provide independent financial advice to individualsto help them to build, manage and protect their wealth. The fundamental philosophy of 3D Financial Planning is that your financial planning should be multi-dimensional, taking consideration of every aspect of your financial affairs. If one area of your plan is changed, the direct effects on the others will also be examined and updated accordingly. The holistic approach, which has been developed through many years of experie...
Our business model is built around “goal orientated planning” Castle Financial Services (South East) Limited provides independent financial advice for both individual and corporate clients.John Collett became a Financial Adviser in 1996 and set up Castle Associates working from Barham Court in 1999. On the 9th February 2006 the company was incorporated and the company was registered as Castle Financial Services (South East) Limited. Castle provides independent financial advice for both indiv...
I am a female adviser with 23 years experience, 17 of which have been in my own company. With new clients we carefully review their current financial situations at the first meeting at no cost. At the initial meeting we will discuss our menu of fees and obtain the clients approval before beginning work to find the most appropriate solution for your circumstances. Please telephone Mrs Pat Hutchings to arrange a fully convenient appointment to discuss any financial matter. Pensions & retirement: ...
As an Independent Financial Adviser, I am committed to empowering my clients with sound financial strategies tailored to their unique goals and circumstances. My client-centric approach revolves around active listening and fostering strong, trust-based relationships. By conducting thorough financial assessments, I develop comprehensive plans that encompass investments, retirement, tax optimisation, and risk management. Through transparent communication, I empower clients to make informed decisio...
Enhancing financial lives since 1993We’re an independent financial planning firm advising clients in Surrey, London and across the country. Clear financial guidance, tailored to you.We have been helping people navigate complex financial landscapes since 1993, and have worked with a varied range of situations and circumstances during that time. The one thing that has remained the same throughout, is our commitment to doing the very best for those who entrust their money to us. For us, financial...
Independent Financial Planners working with people at every stage of retirement, as well as those divorcing or separating. We are an independent financial planning firm based in Maidstone, Kent. Our Financial Planner, James Etheridge, has worked in the financial services profession for nearly 20 years.As Financial Planners, we establish your financial reality and recommend changes that will secure the future you want; giving you the confidence to enjoy life to the full. We work best with people ...
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| Job details | Estimate |
| Pension advice | £2250.00 |
| Inheritance tax planning advice | £5000.00 |
| Investment ISA advice | £450.00 |
| Investment advice | £1000.00 |
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