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Financial Advisers in UK

  1. TFP Financial Planning Ltd

    Local financial advisers in uk
    01621 851563
    01621 851563
    65B High St Maldon CM95EP
    As an established financial planning and wealth management company, TFP Financial Planning Ltd provides personalised financial planning and strategic investment advice to clients throughout East Anglia and London. TFP work in partnership with our clients, and other professional advisers such as solicitors and accountants, to ensure they achieve their financial objectives, and we recognise the value of providing meaningful ongoing reviews.
  2. Martin McCudden Dip PFS, Cert CII(MP), Financial Adviser

    Local financial advisers in uk
    07971 169607
    07971 169607
    Hyde Park Rhyl LL185FN
    I am a Financial Adviser within a Partner Practice which is an appointed representative of St James's Place Wealth management, a FTSE 100 company and provide financial advice to personal & business clients with regards to Investments, Pension planning and other financial services needs. We have an office in St Asaph to conduct client meetings, and serve individuals and businesses across Mid and North Wales. Advice Area's - - Investments - ISA's - Wealth Management - Pensions - Mortgages - Life Assurance - Business Protection In the recent light of the big banks making their financial advice wings redundant, you may find yourself in the worrying situation of investments with the bank and no adviser to guide you through the stormy waters given the recent Brexit vote to name but one. The advice available can range from straight forward life insurance for the family and to financially protect your loved ones or to cover the mortgage debt, to more complex needs such as pension or investment and wealth management planning whether it be on a personal or business basis. Complex estate planning is also available such as trusts, wills or inheritance tax mitigation. Many other needs can be met, such as arranging your mortgage or considering a re-mortgage to lower payments or release funds. The initial consultation is free and there's no obligation. Even if it's just an initial review....perhaps you have only ever bought bank products and now they don't even look after you ! There's a whole other world out there where your adviser can work for you and not dance to the tune of the bank or insurance company, give me a call, you may be pleasantly surprised .
  3. The Pension Planner

    Local financial advisers in uk
    0800 078 7182
    0800 078 7182
    Courtwood House Sheffield S12DD
    We help many clients each year plan their retirement, whether they are coming up to retirement and requiring an income, or a number of years away and looking to put a plan in place to retire in the comfort they desire. When you contact The Pension Planner, one of our highly qualified advisers, or trained specialists will answer your enquiry. Our approach ensures that you are offered advice that is expertly tailored to meet your exact requirements. We are wholly independent and utilise the whole of market to suit your needs.
  4. Castlegate Financial Management Ltd

    Local financial advisers in uk
    01476 591022
    01476 591022
    8 Castlegate Grantham NG316SE
    Castlegate Financial Management is a Firm of Independent Financial Advisers offering bespoke financial planning to companies, Trustees and individuals across Lincolnshire, Leceistershire and Nottinghamshire. A team of highly qualified, experienced and specialist advisers are able to offer guidance in respect of retirement & pension planning, savings & investments, inheritance & estate planning as well tax mitigation.
  5. DefinedBenefitPensionsAdvice.co.uk

    Local financial advisers in uk
    020 7736 2434
    020 7736 2434
    12 Tinworth St London SE115AL
    Leading specialists in defined benefit pensions advice & pension transfers. Our services include specialist defined benefit pension advice, final salary pensions advice, pension transfers goal-based wealth management and retirement planning.
  6. True Bearing Chartered Financial Planners

    Local financial advisers in uk
    01257 260011
    01257 260011
    Euxton Chorley PR76TB
  7. Gilbert Tax

    Local financial advisers in uk
    0113 287 2299
    0113 287 2299
    Westbourne House Leeds LS251LJ
    Gilbert Tax was founded by Scott Gilbert and Kim Rayfield in 2004. Our aim is to provide unrivalled customer service with a dedication to representing the client. We are more then happy to work in association with practitioners or directly with individuals and businesses. Gilbert Tax offers specialist advice on any form of Inland Revenue/HMRC investigations.
  8. Flying Colours

    Local financial advisers in uk
    0333 241 9900
    0333 241 9900
    2 Ascot SL59FE
    The team at Flying Colours have many years of experience advising clients on how to manage their money and make crucial financial decisions. Chief Executive Guy Myles was one of the founders of Octopus Investments, an investment company with more than 50,000 customers.
  9. Newstead Clark Financial Services Ltd

    Local financial advisers in uk
    0121 452 1511
    0121 452 1511
    139 Hagley Rd Birmingham B168UA
    Newstead Clark provides independent financial advice and Pensions to individuals and the business community in Birmingham and the West Midlands. Our experienced staff are available to discuss your savings, investments, mortgages and pensions in a free no obligation consultation.
  10. Consilium Asset Management

    Local financial advisers in uk
    01454 321511
    01454 321511
    Vayre House Bristol BS376AA
    Consilium Asset Management provide independent financial planning advice to personal and business clients in the Bristol area. we specialise in retirement advice, investment management, tax and estate planning. We use the latest software to help you build your financial plan.
  11. Affinity Finance

    Local financial advisers in uk
    0330 999 0393
    0330 999 0393
    PO Box 2096 Worthing BN129AS
    Welcome We cover all aspects of Financial Planning for people from all walks of life. We want to help to help you make the most of your money. We do this by helping you maximise your potential opportunities and minimise any losses. Working with you We'll work with you throughout our client focused 'Advice Process' to help you decide and choose according to your own attitudes, objectives, and best interests. Helping you Whatever you want to do, we can help you do it in the best possible way. Talk to us for sound advice and unbiased help. Contact Us We offer a no obligation, free of charge, Initial Consultation. Please feel free to call us or send us an email to discuss how we can help you We look forward to hearing from you.
  12. Tax Debts Help & Advice

    Local financial advisers in uk
    01704 628105
    01704 628105
    Southport PR99TY
    Tax debt arrears? Need help? We're experts at negotiating with HMRC We understand HMRC's collection procedures and action they'll take Do you or your business owe VAT, Self-Assessment, Corporation Tax, PAYE Get more time to pay or pay in installments.
  13. Cricket Hill Financial Planning Ltd

    Local financial advisers in uk
    01226 323000
    01226 323000
    Unit 8A, Maple Estate, Stocks Lane Barnsley S752BL

    Latest Reviews

    • I finally understand my pension and how it works thanks

      I B W in Yorks
      03 Aug 16
    • My adviser helped me thoroughly understand my pension and he made it easy for me to understand everything. A pleasure to deal with the company and will definitely recommend to family and friends. Thank you for all your help.

      Hayley J in South Yorkshire
      18 Apr 16
    • Most friendly people I have come across and exceptional in Customer Service

      Sharon in Rotherham
      18 Apr 16
    • Friendly adviser, very helpful, thankyou for taking care of my pensions

      Mark S in Rotherham
      14 Apr 16
    • Cricket Hill have been looking after my Investments and Pensions for many years and they have done proud by taking care and keeping me informed when I need to be.

      Paul in Dewsbury
      13 Apr 16
    Cricket Hill Financial Planning is a family owned and run business
    Cricket Hill Financial Planning is a family owned and run business led by Jeremy Sheard (our Managing Director with over 40 years experience in financial services) ably supported by both of his daughters, a strong supporting management and administration team, many of which have been with the firm since day one, and an experienced team of diploma qualified financial advisers. At Cricket Hill Financial Planning we have been helping clients plan their financial futures and been on hand to ensure that they get the most out of their savings for over 10 years. We have a great team of people who are well qualified and have a friendly, down to earth approach. We operate from a single office in Barnsley (the heart of Yorkshire) but have clients across the UK. Meetings with clients can be held in our office or at a location of your choosing. Please contact us if you would like to speak to one of our advisers for a free initial appointment. This service is of course without obligation and provides you with an overview of your present and future financial situation delivered in a friendly, professional manner. The information contained in this website is for general information only and is not financial, investment or tax advice. If you would like to discuss a particular issue or generally ask us how we can advise on your situation then please contact us using the details on this website. We are restricted advisers and will act on your behalf for the purposes of arranging and advising on pure protection, investments and pensions. Under the terms of Financial Conduct Authority (FCA) regulation, we will classify you as a retail client for investment business and will act in your best interest at all times.
    Latest reviews
  14. Freedom Advice - Independent Financial Advisers

    Local financial advisers in uk
    0113 829 3465
    0113 829 3465
    Leeds LS64BP
    Freedom Advice provides Independent Financial Advice throughout Yorkshire, we are located in Headingley, Leeds. Freedom Advice can help you with Mortgage & Investment Advice, Life Assurance, Will Writing, Retirement & Inheritance Tax Planning Services.
  15. UNIQ Family Wealth

    Local financial advisers in uk
    029 2078 2330
    029 2078 2330
    Fortran Rd Cardiff CF30LT
    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.
  16. Southcote Financial Limited

    Local financial advisers in uk
    0121 661 7014
    0121 661 7014
    67A The Green Birmingham B388RU
    We are a financial advice company based in the West Midlands with a national coverage of England and Wales. We have over 12 years of experience providing quality advice to help our clients achieve their goals. Our aim is to provide effective and ongoing advice to our clients to help them realise their goals and ensure we take a responsibility to protect our clients against the unforeseen. We wish to build long lasting relationships, with integrity, honesty and putting our client at the heart of everything we do.
  17. Roxburgh Group

    Local financial advisers in uk
    0141 952 0371
    0141 952 0371
    151 Glasgow Road Glasgow G811LQ
    Roxburgh Group has been providing independent financial advice and insurance services, as well as property sales and letting, to thousands of families and businesses in the West of Scotland and Glasgow for over fifty years from our offices in Glasgow, Troon and Kilmarnock. The Roxburgh Group is a dynamic, close working environment that allows each division to provide a seamless link and a comprehensive service to all our clients ranging from landlords, tenants, commercial and corporate business to private individuals. Our IFAs will help you manage your wealth, plan for your retirement, arrange a mortgage and advise on life assurance or business protection. We can help insure your personal possessions, your commercial risks and liabilities and your motor fleet. And our property division has a wealth of experience and expertise in handling domestic and commercial property sales and lettings.
  18. Prism Xpat Ltd

    Local financial advisers in uk
    0345 450 4004
    0345 450 4004
    Berkeley Square House London W1J6BD
    Prism Xpat is a leader in financial advice in the UK, especially for emigrants and expats between the UK and any of Australia, New Zealand, Canada or South Africa. Headquartered in the UK and with affiliates across Australia, New Zealand and other destinations abroad, we specialise in advice at both ends of the emigration adventure. Our aim is to make the process as streamlined and stress-free as possible so you can spend less time worrying about finances, and more time simply enjoying your new life.
  19. Montage Wealth Management

    Local financial advisers in uk
    01245 506010
    01245 506010
    135 New London Rd Chelmsford CM20QT
    Montage Wealth Management combine ongoing Lifestyle Financial Planning with our in-house Discretionary Managed portfolios. Our Wealth Management service has been designed to meet the needs of our high net worth clients, who require flexible and sophisticated financial planning solutions.
  20. Karrek Financial Management

    Local financial advisers in uk
    01637 853153
    01637 853153
    Newquay TR72QY
    Karrek Financial Management are a chartered firm of financial planners based in Newquay, Cornwall and providing financial management and advice to clients throughout the county and all over the UK. We have satisfied rigorous criteria relating to professional qualifications and ethical good practice which means you can be confident that you are dealing with one of the UK's leading firms, who are wholly committed to providing you with the best possible advice, service and support.
  21. Stephen Coleclough (Caesium International LLP)

    Local financial advisers in uk
    020 7946 0391
    020 7946 0391
    First Floor, 2 Woodberry Grove, North Finchley London N120DR
    Stephen Coleclough (Caesium International LLP) is a leading international tax adviser who specialises in the real estate, financial and online sectors. He is a global expert in dealing with tax matters pertaining to ultra-high net worth individuals and boasts over 30 years of industry experience.
  22. Nick Jones Wealth Planning

    Local financial advisers in uk
    01782 311390
    01782 311390
    Suite 16 Sutherland Institute Stoke-on-trent ST34HY
  23. Paul Burnell

    Local financial advisers in uk
    07772 331719
    07772 331719
    Unit 6 Upper Chute Andover SP119EQ
  24. Newman Financial Services

    Local financial advisers in uk
    0121 746 6411
    0121 746 6411
    970 Stratford Road Shirley Solihull B904ED
  25. True Potential Wealth Management

    Local financial advisers in uk
    01745 337964
    01745 337964
    12 Penisaf Avenue Towyn Abergele LL229LL

Financial Advisers in uk

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