Financial Advisers Independent in UK

Financial advisers for mortgages, pensions, investments and protection in Doncaster.

We are an independent financial adviser firm with experience in advising clients dating back to 1992. We offer a broad range of services and advice on mortgages, pensions, protection, savings and investments to clients throughout the UK, but primarily in London and the south-east.

The financial plans you make as you go through life's different stages can have a profound effect on the quality of your life. In this fast moving and impersonal modern world of recorded messages and automated transactions it can be difficult to find personal and consistent advice you can trust. Pen-Life were one of the first Chartered Financial Planning practices in the region the gold standard in financial planning which demonstrates a firm's knowledge, capability and ethical practice. Our approach to personal service and continuing client care is recognised by many of the region's leading accountants and solicitors, who trust us to deliver the very best financial planning solutions to their clients.

Chase Wealth Solutions can help you optimise your investment returns whether you have a pension or other investments. We are part of Chase Financial Services, a company with over 20 years experience as an Independent Financial Service Provider. The staff at Chase Wealth Solutions are all highly qualified, with experience in every aspect of providing investment advice and pension advice. At Chase Wealth we: Are tied to no company or group of companies so we can give truly independent advice and thereby provide a better outcome for you Understand everyone is an individual so we provide highly tailored solutions to meet your needs Bring together the experience of specialists in Investments, Pensions, Protection and Mortgages to provide a holistic financial solution for you Act ethically, always give honest answers, provide clear charging and excellent service throughout the advice process Typically our clients are looking to invest over £20,000 at any one time or they hold investment portfolios over £100,000 in value. The majority of our clients are looking for: Investment and Pension Plans We provide a wide selection of solutions designed to meet your needs: The period of time you wish to hold the investment for Your need for income and access to your money Whether you want safe (generally lower-return) investments or more volatile (generally higher-return) investments Whilst others are looking for: Lifestyle Cash Flow Planning Using a sophisticated financial model we look to forecast your financial future. This can provide you with confidence for the future, answering such questions as when you can retire, what will be your income, do you need to save more (or can you save less?). Why Chase Wealth and how we work for you When you choose Chase Wealth as your adviser then you can be sure that you will obtain advice which is suitable for you both at the outset and throughout your life.

Putting it simply, we're here to help you get the best out of your money. We are Independent Financial Advisers (IFAs) and were established in 2001 with the aim of providing impartial and expert financial advice to individual and corporate clients. While we offer a holistic service that covers all aspects of financial planning, we particularly specialise in helping clients looking for expert and independent advice in the following areas: -Wealth Management (Investments and Tax Planning) -Estate Planning (Inheritance Tax and Long Term Care Fees Planning) -Options at Retirement (Annuities, Drawdown & Phased Retirement) -Protection Advice (Mortgage, Family, Business and Income) Our clients particularly value the option of fee or commission based advice, with consultations provided by a Chartered Financial Planner available at your home, your work or our offices. For a free and no obligation initial consultation please don't hesitate to get in touch with us today.

Your initial meeting is at our cost and this can be at your home or at our office in Chichester. We used to be based in Northgate, however in September 2013 we bought new premises in Dukes Court, just out of town, which offers parking for our clients. Please feel free to telephone the office for directions and to arrange a meeting with one of our four fully qualified financial advisers: Bryan Hodges BA, DipPFS - Director/IFA Mark Gordon BA, DipPFS - IFA Mark Lloyd DipPFS - IFA Trevor Charlwood DipPFS - IFA We are a small, friendly office and we look forward to meeting with you and assisting with your financial matters. For further details about the company history, the service levels we offer and our charging structure, please visit our website, which is updated on a regular basis.

Gemini Professional & Financial Group comprises the three divisions of the Gemini Group: Gemini Wealth Management Gemini Estate Planning & Gemini Mortgages The group was established to offer a complete, holistic service to our clients. The main Gemini Wealth Management division was established in late 2006 to bring together the combined experience of 5 well respected Independent Financial Advisers. Based in Sutton Coldfield. We work closely with our clients, both individual and corporate, to provide a wide range of financial services and specialist tax advice. Our team of 11 Wealth Managers have in excess of 250 years combined experience in delivering professional financial advice to clients across the UK and always ensure we maintain the exceptional levels of customer service that Gemini has become known for.