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 ...
Providing bespoke & tailored financial advice to individuals and businesses. Expert in corporate and retail financial services; over 22 years experience in the banking and insurance industry whilst working for some of the top industry players. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust planning: Income tax E...
There are no high pressure sales tactics - just sound advice being delivered in a friendly manner W B Baxter Ltd were founded in 1911 as a family owned and run Insurance Brokerage as it still is today. Howard Lee, the Managing Director, is the Grandson of the Company Founder. Baxters are successful Provincial Chartered Insurance Brokers and Independent Financial Advisers providing expert impartial advice to clients either private or corporate in respect of all aspects of Insurance and Financial ...
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...
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...
A passionate financial adviser who takes a bespoke and holistic approach to every client by establishing their objectives and priorities and developing a long-term plan. I specialise in retirement planning, insurance, tax mitigation and estate planning. Aegis is a privately owned independent house dedicated to managing its clients’ wealth and tax affairs.With a team of highly experienced Investment & Tax Advisers, for us reputation is everything, which is why most of our new clientele comes fr...
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...
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 ...
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 ...
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...
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 ...
“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...
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...
Working in our clients best interests. Chartered specialists delivering expert advice in Pension & Retirement Planning, Savings & Investment, Estate Planning, Corporate needs & Protection. Trusted. Quality. Advice.Our Chartered qualified team hold decades of experience in financial services and providing bespoke planning to help clients on the path to achieving their goals.In partnership with Sandringham Financial Partners, a top-rated national advice network, we are able to meet the evolving ne...
Welcome to Dwaine Martin Financial Planning, our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalised service. Welcome to Dwaine Martin Financial Planning, we are here to support you and your family, help make sure all aspects of your life are protected and you have a clear path towards your future. In a collaborative and supportive way, your future aspirations shouldnt be just g...
We are passionate about helping people organise their financial affairs to achieve all of their objectives. We are a 12 person firm of Chartered Financial Planners based in London. We offer independent, face to face financial advice to both private clients and small to medium enterprises.We are passionate about helping people organise their financial affairs to achieve the best possible outcomes, distributing their income and savings in the most efficient way so that their financial goals are me...
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...
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...
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 ...
from 80 to 100 of 142
| 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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