We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably. Paddy Sault & Andy King created Washington Square over a period of 5 years from both working for organisations and experiencing how "not to do" things. Our ambition was to create an organisation whose principles and ethics reflected our own and pursued an equally responsible and su...

Since 1975, J Edward Sellars has provided financial planning and investment advice to clients across Wales & the South West. We offer our clients the continuity of care and wealth of experience built over five decades. We believe in a traditional service which provides progressive performance, meaning you will receive consistent advice and support through clear communication with our advisors.We do not sell products, instead we offer a service and by consulting with each of our clients we take t...

At Crane Williams, we believe in keeping your financial wellbeing at the heart of our approach. Whether youre looking to buy your first house, saving for a wedding or planning for your retirement, we will advise you on the best way to reach your goals. At Crane Williams, we’re passionate about helping real people make the right financial decisions. With a flexible, friendly, fuss-free approach and a dedication to building lasting relationships with our clients, we are the independent financial...

As a Partner of True Potential Wealth Management, I am committed to looking after my clients as if they were my own family. I hold the Chartered Wealth Manager Level 7 qualification, arguably the gold standard to give financial and investment advice. With over 20 years of commercial experience, it is always an honour and a privilege to help individuals, families and businesses reach their financial goals. Managing your wealth can be complex and time-consuming. I can simplify your life by address...

Independent and Chartered Financial Planners providing bespoke advice too match an individuals requirements Lampiers has been established for over 25 years and has grown from a small business to a well established Independent Financial Advisers based in the south west area.We have always believed in Independent Financial Advice and remain committed to this form of advice. As a further demonstration of our commitment to the highest standards of professionalism Lampiers directors have all either a...

We’re atomos and we’re here to make your dreams and financial ambitions a reality. In this fast-changing world, we understand that you want greater flexibility around how your money is managed. You want a personalised face-to-face service for life’s big moments, combined with all the convenience and access you get from modern digital tools. You want the best of both worlds.Bringing together every part of your financial world is what we do, and we can provide: •Investment management servi...

Floyd Fombo APFS (Bristol)In his 18 years in the industry, Floyd has developed an impressive CV. He achieved the status of Chartered Financial Planner and is Bristol’s longest serving independent, Society of Later Life Advisers - SOLLA member. Rathmore Financial Chartered Financial Planners are an Independent Financial Advisers (IFA). We work with clients in Bristol, Gloucester, Somerset, Surrey, Sussex, Greater London and Hampshire.We believe financial planning should not be complicated. We p...

We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities. We are a team of independent financial advisers based out of South of Wales. With 17 years of experience, we started Castra Financial Ltd in 2019. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life i...

Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment. 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: I...

Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Savings: Lump sum

Worried about how your business and retirement plans will be affected by the Covid-19 crisis? Were here to help. Were Chartered Financial Planners, providing independent financial advice to people in Thornbury, Bristol and the surrounding area. We believe you should ideally choose to work with financial planners who are both:1. Chartered2. IndependentWe tick both boxes; we are both Chartered and Independent.We are also specialists, working with three groups of people:1. People approaching retire...

Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldnt achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you. Chapelwood Financial Planning was established in 2001. We specialise in the combination of financial planning, and we are known for the results that our clients achieve UK wide. Pensions & retirement: Pensions & retirement planning Financial pl...

Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities. We are a well established Independent Financial Advisers in South Wales, providing high quality ,personal advice on Investments, Pensions and Protection Insurance. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illne...

Financial Planning you can trust; today, tomorrow and for the future. UNIQ Family Wealth is an experienced team of independent Financial Planners based in Cardiff, London, Bristol and Swansea, supporting families and individuals to make the most of their wealth via intelligent investment, retirement, mortgage and tax thinking. We’re defined by our personalised, hands-on service and driven by our commitment to care – treating each of our clients’ finances as if they were our own.When it com...

We are passionate about helping our clients plan ahead to ensure a bright future for themselves, their families and their business. From retirement planning and wealth management to estate planningand investments, weve got the experience and the skills We provide independent advice and financial planning services to help our clients achieve their personal financial objectives. We have a highly qualified team with experience in all aspects of financial planning. and property finance. We love what...

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 planning Capital gains tax Taxation planning Mortgages: Buy to let Remortgage

Im an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. Im one of the highest qualified advisers in the UK, delivering quality, jargon free advice. Im qualified to Chartered level, and also a Fellow of the Personal Finance Society, the highest academic level a financial adviser can achieve. I specialise in retirement planning, drawdown, pensions rules and investments strategies. I have a backgro...

A fee based financial planning practice serving high net worth, corporate and aspirational clients alike. Romilly Financial is an independent fee based planning practice that serves corporate, high net worth and aspirational clients alike. The practice covers many disciplines including retirement planning, investment of lump sums, protecting your life, health and estate and of course lending, both commercial and residential. Our practice separates advice into two principle areas, that of product...

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients. For me, financial planning should be at the centre of everyone’s lives, ensuring that you achieve your ambitions and goals without costly mistakes along the way.Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s...

I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship. With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms.We believe that good financial advice shouldn’t cost the earth, and we are committed to using our position as one of the UK’s largest wealth management firms to provide the best possible servi...

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