Our business is built on great relationships with our clients. We have been looking after clients for over 50 years and provide advice on pensions and retirement, investments, tax and estate planning as well as supporting business owners with financial solutions, including employee benefits and payroll and pensions administration. We also provide advice on mortgages, equity release, protection, wills, lasting powers of attorney and probate administration. Pensions & retirement: Pensions & retir...

With over 12 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment. Duncan Pilgrim is an independent financial adviser with a wealth of experience in all aspects of financial planning and pensions.For jargon free comprehensive advice tailored to meet your individual requirements please arrange a free consultation without obligation today. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investm...

Chartered Financial Planners providing advice to clients seeking to make well considered and planned, good decisions with their personal finances. We are one of only a handful offer of firms in the UK who are Chartered Financial Planners and certified as fully complying with BS8577 (the British Standard for financial planning and advisory firms). We consistently appear in the Citywire and New Model Advisers Top 100 Firms in the UK and offer a distinctive approach to our clients and their financi...

Need Financial Advice. Look no further for Expert Independent Advice. We Offer a Truly Personal and Professional Service. Welcome to Advies Private Clients LLP, providers of financial services including pensions, investments and financial planning, delivered with a unique approach that combines modern technology with traditional customer service.If you choose to become an Advies client, we will work with you to implement and maintain a financial strategy to meet your needs.This will assist you a...

Our experience tells us, that if you feel confident with your finances, you will have the financial freedom to enjoy what is important to you. With this in mind, we offer clear, fair, and impartial advice that you can trust. We are a friendly, honest and reliable family business. Offering you clear, personal, Independent Financial Advice that you can trust.Our philosophy is to build a trusting and long-term relationship with you, enabling us to fulfil the potential of your investments for a more...

A personal and professional service for pensions and investments. We help people achieve a better financial future. We offer investment, pension and protection advice to private individuals, and we advise businesses on corporate pensions and employee insurance schemes. Our team of fully qualified financial advisers is supported by paraplanners and an experienced team of administrators. The company is authorised and regulated by the Financial Conduct Authority (FCA). Pensions & retirement: Pensi...

#NAME? - We are a friendly, client-centric Independent Financial Advice practice, operating in Berkshire & surrounding Home Counties.- Financial Services Register number: 833372. Registered in England and Wales number: 11749650. Registered office address: Index Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust plann...

We offer fully independent & unbiased advice on a wide range of financial products. We like to keep matters Simple and Clear.We are Approachable, Fair & HonestWe have Extensive Market Knowledge We are Professional, Flexible & UnderstandingWe will guide you based on your Personal Circumstances and explain to you what we are doing in an understandable manner.If a product is not right, we will tell you.We transact business as if we were doing the business for ourselves.Call us today for clear profe...

We help clients make smart decisions about their money helping you become organised, in control & confident for the future.Veronica is an accredited SOLLA member and Chartered Financial Planner. Talis has been helping clients with their financial planning for over 30 years."smarter financial moves..."Although financial products and services can seem complicated, we try to make them straight forward. This works within the company motto – above - smarter financial movesWe have clients throughout...

We provide clients with a complete holistic financial planning service. We are here to look after your financial wellbeing. Duke Godley Financial Planning Ltd has a wealth of experience in advising clients in complex Tax Planning including Inheritance Tax Planning and Retirement Planning. We offer fully independent, professional and unbiased advise on a wide range of financial products. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: ...

Using our experience in financial markets and the advisory industry, our approach is centred on the principle that the decisions you make about your finances will have a significant impact on your wellbeing and financial future. We’ll advise, guide and support you in defining and achieving your financial objectives. By giving you access to an adviser or consultant in person or virtually, we aim to service your aims whilst giving you maximum value. Pensions & retirement: Pensions & retirement ...

We make no compromise and use our expertise to help create, preserve and manage your wealth. At SensInvest we strongly believe that every client is unique and dedicate our expertise in building a bespoke financial plan. We work with individuals and businesses and follow a goal based approach whether its Retirement Planning, University Fees, Exit strategy from the business or Securing the future of your loved ones.We are Independent Financial Advisers which allows us to research from whole of the...

Independent Financial Advisers Simon has worked in Financial Services since May 1987. Initially as a stockbroker in both the UK and America before retraining to become a financial adviser in 2005.The first appointment is always at our cost. As Independent Financial Advisers there are different ways that we can be remunerated for our services and this will be explained clearly at our meeting and provided in writing. Pensions & retirement: Pensions & retirement planning Financial planning: Weal...

I would welcome the opportunity to meet with you to explain how our proposition might match with your expectations. We can advise on all aspects of your finances, taking you and your family from cradle to grave with the most suitable financial solutions that will help you make the most of your money.We pride ourselves on offering the most appropriate advice on your finances – whatever your circumstances – for now and for the future, so that your financial goals and aspirations are met.Becaus...

Experienced Independent Financial Consultant, skilled in providing Holistic Financial Planning to individuals and corporate clients including Retirement and Intergenerational Planning, Investment Advice, and Business succession and continuity planning. I work closely with private and corporate clients, supporting them in building and implementing long-term Strategic Financial Plans. I assist clients in growing and protecting their wealth during their active careers as well as planning for a secu...

Expertise. Fairly Priced My degree was in Materials Science from the University of Birmingham where I went on to complete a Masters. Even at that age, I realised that I had a love for analysis and research. I thrive on building an amazing relationship with my clients. There is so much information and knowledge that we can share and that’s something I love about my job and the industry. I take that data and translate it into understandable bite size chunks of information for the client. This gi...

Pennymatters Ltd offer a modern approach to Independent Financial Advice. The firm fully embraces the latest technology to maximise planning time for advisers and minimise client cost and thus enhance the client experience. We have designed a unique range of processes to further optimise the overall wealth of each client - this includes our offering a carefully designed range of quarterly monitored portfolios for any existing investment or pension provider for any client whether they are just st...

I help professional and entrepreneurial women to take control of their finances.Supporting you to navigate through life and its financial milestones with ease and confidence.Taking a holistic approach to ensure I create a plan that suits your needs. 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 from r...

Professional advice service within an ethical and transparant charging structure. Holistic service, Core areas are Pension, Investment, Inheritance Tax planning At Davenport Thomas, we offer a professional financial planning service to help with all your short, medium and long term financial planning requirements within an ethical and transparent charging structure. We offer a free discovery meeting with no obligation, this enables us to find out more about you and very often agree a course of a...

The Specialists in Wealth Management and Pensions planning for Individuals and businesses. We are an appointed representative of Sanlam Partnerships Ltd, a national network of Independent Financial Advisers. We offer fully independent, professional and unbiased advice on a wide range of financial products. Please telephone to arrange a mutually convenient appointment to discuss any financial matter. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management I...

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