Invest yourself, Protect yourself, Bee yourself. Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk. 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 Tax...

Invest yourself, Protect yourself, Bee yourself.Give us a call today to find out more! Welcome to Beesure. Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.We pride ourselves on providing a bespoke, clear, valuable service to our clients. Putting our clients at ease from the very first meeting and throughout their journey with Beesure. Pensions & retirement: Pensions & retirement planning ...

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

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...

We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers. Financial planning can be daunting. Taxation, charges, investment decisions, choice of funds, choice of tax wrapper and understanding what level of risk to take, can be difficult decisions to make.Knowing you have someone to help and guide you through th...

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...

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...

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

An experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way. We are a multi award-winning Independent Financial Advising company providing Holistic lifetime financial planning. The advice is uncomplicated, clear and always meaningful.We use a tried and tested five stage process ensuring we address all your financial requirements. This starts from forming a friendly professional relationship, analysis and research of...

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...

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...

Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value. I have worked in the financial services profession for over 30 years and been an Independent Financial Adviser for the last 20 years.I specialise in Lifestyle Financial Planning for my clients ensuring that they never run out of money during their lifetime and implementing Legacy Plans to ensure my clients estates go exactly how and where they want them to. I also work with business o...

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...

Let us help you plan for the future Set up in 1972, Neales Financial Management have been offering advice to clients and their families on a wide range of issues. We can help set up and monitor your financial plans throughout life. We are accompany who believe in a personal service , with regular reviews built into our agreements to make sure your plans remain on track. We have clients who have been with us for over 30 years and still benefit from our meetings to plan their later life requiremen...

I am focussed on delivering clear financial solutions to my clients, in clear plain language, to make their financial future real. This is why most of my clients have been with me for over 15 years. Continuum is a new brand of financial advice. It is a partnership of like-minded Independent Financial Advisers sharing a common passion, approach and commitment to practicing true financial planning. We place clients at the centre of everything we do and aim to provide exceptional service at all tim...

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...

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...

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...

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Breakdown cover £6.44 per month
Landlord insurance £16.09 per month
Life insurance £34.94 per month
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Critical illness cover £23.91 per month

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