A friendly, well respected and highly regarded Chartered IFA practice that provides quality advice to individuals and businesses throughout Kent. Having been established for over 30 years in the Folkestone and Maidstone area, we have developed the reputation of being a friendly, professional and ethical firm of Independent Financial Advisers.We are well respected by clients, business owners and fellow professionals in London and throughout the South East, who rely on us to provide quality financ...
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 ...
H&D Wealth prides itself on maintaining its core values as it continues to serve the local community H&D Wealth Ltd can trace its history back to 1879 when Harris & Dixon became one of the first independent Lloyds Brokers but the long history of the company actually dates back to 1797, meaning that, way back in 1997, we celebrated 200 years in business!Since then, H&D have changed a lot but we have always kept one eye on our past, whilst we plan for and celebrate our future. The same is reflecte...
We are financially secure with >£18bn assets under management. Our aim is to help clients to understand and plan a financial future. We simplify the complex in a relaxed and friendly manner. I am extremely fortunate to work with a great team at True Potential, including the compliance team that ensure oversight, as required by the Regulator. True Potential are one of the UK’s most innovative financial services groups, providing investment and pension solutions and award-winning technology to ...
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: ...
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...
Our company offers investment management services based on a truly impartial and independent advice basis. We work on a fee basis and we do not charge for our initial consultation. We thank you for taking the time to consider Invicta Financial Services Limited Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust plannin...
Extraordinary financial solutions for extraordinary times for you, your family and your business. Aegis is a privately owned independent house dedicated to managing its clients’ wealth and tax affairs.With a team of highly experienced Investment, Pension, Retirement, Protection, Inheritance Tax, Estate Planning, Mortgage & Tax Advisers, for us reputation is everything, which is why most of our new clientele comes from recommendation from our long-standing clients and relationships with private...
We provide professional independent financial planning advice for personal and business clients. We cover Protection, Retirement Planning, Investments and Mortgages. LenRose Wealth Management is a trading style of Active Financial Partners Ltd, a national firm of Independent Financial Advisers covering all aspects of financial planning specialising in wealth management for pensions, investments, inheritance tax planning and trusts. We offer whole of market advice and free initial consultations t...
Let us worry about money, not you. We aim to make the complicated easy to understand. We’re a friendly and approachable husband and wife team based in Kent. We help people from all walks of life – from architects to plumbers to IT specialists – to achieve whatever they want from life by aligning their money with their goals. Whether you’re looking to retire early, fund that dream holiday, or make sure you have a secure and sustainable income in retirement, we can help. We’ll create a p...
We will work with you to ensure that you and your family are financially healthy and secure for life. Established in the 1980s we are a family run Independent Financial Advisers. We want to ensure that you and your family are financially secure and prosperous for your whole lives. Our services to you are tailored to your personal requirements and are 100% confidential.We also have an experienced general insurance department. Pensions & retirement: Pensions & retirement planning Financial plann...
We have lots of experience helping people make difficult but important decisions and enjoy the individual interaction with our clients. Key areas are dealing with all kinds of Wealth Management and negotiating the complexities of making a quality plan. We have a great team of advisors and office support. Our aim is to be efficient and professional at all times. We have capacity to assist clients from across London and the South East. Pensions & retirement: Pensions & retirement planning Financ...
Wealth Management, Pension Consolidation & Simplification, ISAs, Investments, Retirement Planning, Inheritance Tax Planning, Discretionary Fund Management, Annuities, Equity Release Our approach is simple, logical and it has benefitted thousands of individuals and families over the last 15 years. We strive to provide a service that is unsurpassed in private banking or wealth management. We offer financial advice on the topics that are relevant to your circumstances. We strive to be a haven from ...
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 ...
I found Louise to be a warm,friendly and genuinely attentive person who showed complete interest in me and my requirements The company was born out of Louise Pepper’s frustrations with the ‘conveyor belt’ approach practised across the industry. 7 years’ experience in the corporate world convinced her the only way she would be able to deliver the levels of service she felt clients deserved was to rip up the traditional rule book and create her own model. “Bespoke Financial Planning” s...
As a Financial Planner, I get to inspire my clients. My passion for knowledge has led me to achieve the highest qualification as an adviser and being elected to become a Fellow. What I love about the company is that every single one of us come to work, every day, to do something we love. The fun part is figuring out all the different ways I can improve the lives of my clients. The best part is I get to work with, and advise, some amazing people.Approver: Quilter Financial Services Limited & Quil...
You will be in very safe hands with our friendly, highly qualified, experienced Advisers who are here to help you... MG Financial Planning (MGFP) was established in 2009 as the financial service arm of Magee Gammon Chartered Accountants to complement their already reputable and successful accountancy practice, with the aim of providing a complete "one stop service" for individuals and businesses. As we are completely independent, our clients enjoy financial advice that is free from bias. Unlike ...
Friendly, expert advice from your local Independent Financial Adviser. We help our clients make sense of their pensions and investments so they can have the retirement they want. 5.0/5 rating on vouched 4. Fenchurch Independent Financial Planning is an Independent Financial advisory firm. It is a trading name of 2plan wealth management Ltd, a national wealth management firm.Fenchurch Independent was set up to provide the financial planning service clients want.To be centred on what is important ...
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 specialists.Working with 2plan allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get thing...
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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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