We offer independent investment advice on existing pensions and investments. We live and work in the local area.If you wish to look at our website the address is At Hanlon Kneller & Associates we specialise in independent investment advice whether for tax efficient growth or tax efficient income. We work on a fee basis which can be an hourly rate or a fixed sum which is agreed before we proceed. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Inv...
We provide a wide range of professional financial advice and mortgage services to meet your individual needs.We offer our clients the very best level of service by tailoring all of our packages to our clients specific needs. The team at GFP UK benefit from a wealth of Financial Services experience. Our knowledge base is broad and diverse, acquired from many years experience in the fields of Financial Advice, Corporate and Personal Accountancy and professional Financial Administration.This experi...
James Oliver - Independent Financial Adviser Strategic Solutions is a chartered firm of independent Financial Advisers, unbiased advice designed to fit to client needs and where on going service and review is at the heart of what we do 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 Estate pl...
Our goal is to deliver high quality advice to both personal and commercial clients. An Independent Financial Advisory practice located in the Somerset market town of Frome. 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: Estate planning Savings: Lump sum Regular savings Savings for children National...
We place people before profit.Everything we do is about helping you achieve your financial and life goals.We are your Financial Partners in your financial future Greenfields Financial Management is more than just numbers, calculators, and spreadsheets— we’re real people, just like you, who are passionate about helping others achieve their financial goals. Our team is made up of some of Britain’s savviest number-crunchers, and our results speak for themselves! With areas of interest ranging...
At Five Financial Wealth Management we understand that your financial objectives are as individual as you are.We want to help you achieve your financial goals and plan for your future.We are independent and look to save you time and money. Five Financial Wealth Management is owned and managed by Nick Jowett CeMAP CeRER DipFA MLibf. Nick has a wealth of experience in Business Management and Financial Services. Along with his dedicated team the aim is to help you access comprehensive financial adv...
We offer friendly personalized financial advice in a full range of products including retirement and pensions, investments, insurances and equity release as well as trust and financial planning. Quilter Financial Advisers is a UK advisory business devoted to helping individuals with their financial planning. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers sprea...
Highly qualified, highly experienced and dedicated, diligent, award winning professionals who really enjoy helping people achieve their key financial goals Chris Bibb Independent Financial Advice Ltd is a professional firm focused on adding value by providing the best service to its clients and their families in meeting their financial planning needs throughout life.We do this by taking time to understand you as an individual, what is important to you and your financial goals. We then do our utm...
Optimal Planning offers comprehensive Independent Financial Planning services for clients seeking a long term strategy for wealth accumulation and management. Catherine Briers is both a Chartered & Certified Financial Planner with many years experience in advising clients and overseeing the competency of other advisers.Regular reviews are included within our ongoing service. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing fo...
Specialists in integrated financial and tax planning for all clients but particularly for those approaching, at and in to, retirement Kingston PTM Limited was originally set up as Kingston Independent Financial Advisers by Mandy Caunt in 2000. During 2005 and 2006 through acquisition and merger, we established its current two offices in Ferndown and Northampton. In 2008 a separate tax planning company called Personal Tax Management was officially merged to form the current company identity and i...
We stand for independent thinking rather than following the crowd. Established since 1985 Atkins Bland Ltd has grown to become one of the South Wests best respected fully independent financial advisory firms.Based in Ferndown, Dorset, we have now expanded and have an adviser based in Eastbourne so are able to offer our services to this area. We have seven specialist consultants based in Ferndown and one in Eastbourne who, between them, can offer advice in all areas of personal financial planning...
Offering a professional,individual, face-to-face service from a local financial adviser with over 20 years industry experience. Over 20 years industry experience providing face-to-face advice to local clients in the comfort of their own homes. Normally over a minimum of two meetings, the first is all about getting to know you and finding out what your needs are. A further meeting is then agreed to provide the advice/recommendations, before any decisions are made. If you proceed, future ongoing r...
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Estimate Financial Advisor costs in Shaftesbury
| 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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