I provide a holistic wealth management service for people who appreciate professional, personal and independent financial advice that meets their specific needs and objectives. I offer the benefit of a single adviser relationship, based on trust and a thorough understanding of your financial needs and goals, whether your priority is to:* Invest for Growth or Income* Organise Estate Planning & Reduce Inheritance Tax liabilities* Plan for your retirement* Seek Mortgage Advice for residential or bu...

Creating, preserving and managing our clients’ wealth since 2001 About us We believe that getting professional financial advice is one of the best ways for individuals to look after themselves, their families and their futures.My role as a financial adviser is to help you to meet your financial goals, ensuring that the advice I give you is tailored specifically for your needs. I’ll work with you to understand your current position, and then to create short, medium and long-term strategies to...

Were here to help you achieve your dreams. We’re Furnley House, the multi-award winning Independent Financial Planner and Mortgage Broker, founded in 2013 to provide high quality solutions to private individuals, families, business owners and corporate clients, helping them work towards and achieve their goals. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critica...

Local advice with nearly 60 years of experience between the 2 advisers. We offer fully independent, professional and unbiased advice on a wide range of financial products. Our specialities include Pension consolidation and Retirement planning including Drawdown policies, long term investment planning and tax and trust advice.We are directly authorised by the FCA under number 692645 Pensions & retirement: Pensions & retirement planning Investments: Investing for income Insurance & protection:...

We are an Independent Chartered Financial Planning firm based in Leicester. The first consultantion is free, please call us or Press the "make an enquiry button" Based within the office of a large regional accountant just off New Walk in the centre of Leicester. We work with three groups of people: 1. People who are close to or post retirement. Helping them plan their finances effectively to ensure a financially comfortable retirement 2. Business owners. Helping them to plan their finances leavi...

We are a leading provider of wealth management and employee benefits with our best-selling product being your peace of mind. We want to help you enjoy a standard of living of your choosing. Our overriding passion is to deliver the best possible outcomes for the people who trust us to look after their wealth and their employee benefits. It is a responsibility we feel privileged to shoulder, whether that be through pensions, investments, or new innovations.At Mattioli Woods, we strive to deliver t...

We provide sound, financial solutions for our clients needs for today and for their future. At Ingenious Financial Solutions we provide professional advice to individuals, families and small to medium sized businesses. We assist them to plan and achieve their financial goals, aims and objectives. Our clients come from many walks of life; some have built successful careers, some have inherited monies and many want guidance to invest their financial assets responsibly in a manner that is ethical a...

We provide personal recommendations regarding pensions, investments, protection, mortgages, equity release and long term care. Andrew Bourne & Co. Independent Financial Advisers Limited incorporating The Financial Health Bureau and Inchmore & Co. is a firm of Independent Financial Advisers based in Oadby, Leicestershire. Established in 1985 we have been providing independent advice to individuals, companies and trusts for 38 years. Pensions & retirement: Pensions & retirement planning Financia...

At First Service Financial we pride ourselves in giving practical advice and recommendations to help you achieve financial freedom, with a first-class service. First Service Financial is an independent financial advisory company offering trusted, clear and professional financial advice across the UK. Whether you are seeking to build an investment portfolio, create a tax-efficient retirement strategy or looking for mortgage and protection advice, we have the expertise to provide the answer. We al...

We offer and personal face to face service. We get to your situation and then tailor our approach around you. We have your best financial interests at the heart of everything we do. Willday Wealth Management is proud to have been awarded the prestigious title of ‘Chartered Financial Planners’ by the London Institute of financial and banking.The Chartered titles awarded by the LIBF are steeped in history and they remain today’s ‘gold standard of excellence and integrity’, and have only ...

We offer Free No Obligation Pension Reviews, whether it be a Final Salary Scheme; a SIPP or a Personal Pension Heritage are a firm of Financial Advisers based in the Midlands who aim to provide bespoke pension solutions. At Heritage we take pride in everything we do. We believe our clients comes first and we strive to improve their financial position and help with their understanding.Our FCA permissions allow us to review final salary pension schemes which separates us from most advisory firms.O...

I like to give clients an honest and professional service, taking time to understand your priorities and goals and to deliver on these with the best possible solutions. At Great British Finance Nottingham we are dedicated to creating a meaningful, long term relationship with you that is based on understanding, knowledge and commitment.We therefore adopt a systematic approach which ensures the needs of our clients come first and aims to deliver a successful financial planning experience. Firstly ...

Were an Independent Financial Adviser, working with private individuals and corporate clients.Whether youre looking to change your existing adviser or youre totally new to financial planning, Wren Sterling has a service to suit you. Wren Sterling offers a full independent financial advice service across the UK. We take the time to get to know you – and because we’re independent we can recommend the most suitable financial products from the whole of the market.We work with private individuals...

My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning. We are a firm of Independent Financial Advisers based in Leicestershire offering specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.With over 35 years experience and managing over £300m of client money, we provide a holi...

We are a firm of Independent Financial Advisers based in Leicestershire offering specialist financial planning in all areas ranging from investment advice to pensions. We are a firm of Independent Financial Advisers based in Leicestershire offering specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.With over 35 years experience and managing over £275m of client money we provide...

As an Independent Financial Adviser I help people to achieve their personal financial goals. I specialise in Pension, Investment & Protection areas of advice. I work with people to whom I can offer my expertise about tax advantages, retirement, investment and protection planning. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance ...

Call us to book your free initial consultation. We are a firm of Independent Financial Advisers offering specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.With over 25 years experience and managing over £280m of client money we provide a holistic financial planning service, and pride ourselves in offering loyalty and long-lasting trusting relationships.We offer a personal serv...

A firm of Independent Financial Advisers based in Leicestershire offering bespoke advice tailored to each clients individual needs, across a range of financial planning areas including Retirement Planning, Investment Advice and Estate Planning. We are a firm of Independent Financial Advisers based in Leicestershire offering specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.?Wit...

My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning. I am a fully qualified Financial Adviser, achieving my qualifications via the Chartered Insurance Institute. I assist my clients with all aspects of their Financial Planning including, Retirement Planning, Investment, Tax Planning, Life Assurance and Mortgages.I thoroughly enjoy what I do, and hold the mantra tha...

There’s another way to plan for your future Not all financial advice is the same. At Ian King Financial Planning and we will work together with you to create a plan, not a collection of products.Ask yourself what your dreams are for the future – would you like to help your children through university? Would you like to retire early or have the adventure of a lifetime? By really considering what you hope to achieve through your life and legacy, we can create a coherent and realistic plan that...

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