Financial Advisers in UK
-
- 1
-
Reviews
Martin McCudden Dip PFS, Cert CII(MP), Financial Adviser
Local Financial Advisers in uk07971 16960707971 169607Hyde Park , Rhyl , LL185FNI 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 . -
- 2
-
Reviews
Rachael Bell Wealth Management
Local Financial Advisers in uk01228 52697601228 526976Parkland Village , Carlisle , CA13GNAbout us As a Partner Practice of St. James's Place Wealth Management, we specialise in providing high quality, face to face advice on many aspects of Wealth Management, advising clients on a wide range of lifestyle planning areas including Investment Planning, Retirement Planning, Inheritance Tax Planning and Protection Planning. We provide tailor made solutions to meet your lifestyle aspirations, dreams and goals. We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning. For full details of the range of products and services that are available to you, view our 'Wheel of Services'. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested. -
- 3
-
Email
-
Reviews
R F C
Local Financial Advisers in uk0345 474 59020345 474 5902338 Lichfield Road , Sutton Coldfield , B744BH -
- 4
-
Website
-
Email
-
Reviews
Peter Harding Wealth Management
Local Financial Advisers in uk01935 31531501935 3153159 Cheap Street , Sherborne , DT93PU -
- 5
-
Email
-
Reviews
Waterhouse
Local Financial Advisers in uk01761 41501001761 41501023 High Street , Midsomer Norton , Radstock , BA32DR -
- 6
-
Email
-
Reviews
Neil Morris Financial
Local Financial Advisers in uk0330 113 39480330 113 3948164 Walton Park , Pannal , Harrogate , HG31RJ -
- 7
-
Website
-
Email
-
Reviews
Your Eagle Ltd
Local Financial Advisers in uk07908 99980307908 99980383 Whetstone Road , London , SE38PZ -
- 8
-
Email
-
Reviews
Colin J Locke & Company
Local Financial Advisers in uk0117 951 77000117 951 7700664 Muller Road , Eastville , Bristol , BS56XB -
- 9
-
Email
-
Reviews
Cranwell Wealth Solutions Ltd
Local Financial Advisers in uk01825 76756801825 76756821 Church Street , Uckfield , TN221BJ -
- 10
-
Website
-
Email
-
Reviews
Capital Financial Consultants
Local Financial Advisers in uk020 8424 9442020 8424 9442Cee Gee House , Harrow Weald , Harrow , HA36EF -
- 11
-
Email
-
Reviews
Spiritus Wealth Ltd
Local Financial Advisers in uk020 3440 7674020 3440 7674Becket House , London , EC2R8DD -
- 12
-
Website
-
Email
-
Reviews
Cardwell
Local Financial Advisers in uk028 3898 8943028 3898 894350 Meadow Lane , Portadown , Craigavon , BT623NJ -
- 13
-
Email
-
Reviews
Ten Financial
Local Financial Advisers in uk020 3640 2958020 3640 2958Heron Tower , City of London , London , EC2N4AY -
- 14
-
Website
-
Email
-
Reviews
Horizon Wealth Consultancy Ltd
Local Financial Advisers in uk01953 68621201953 686212Dominion Park , Old Buckenham , Attleborough , NR171PH -
- 15
-
Email
-
Reviews
Hampton Mortgage Servicing Ltd
Local Financial Advisers in uk020 3675 9959020 3675 9959Molex House The Millennium Centre , Farnham , GU97XX -
- 16
-
Email
-
Reviews
Doug Dale Taylor & Co
Local Financial Advisers in uk01446 70442101446 704421Cardiff House , Barry , CF632AW -
- 17
-
Email
-
Reviews
Lewis Wealth Management Ltd
Local Financial Advisers in uk01743 44470001743 444700St James's House Anchorage Avenue , Shrewsbury , SY26FG -
- 18
-
Email
-
Reviews
Partnership Southampton Ltd
Local Financial Advisers in uk023 8063 6377023 8063 6377Unit 1 Northam Business Centre , Southampton , SO145RP -
- 19
-
Website
-
Email
-
Reviews
C D M Financial Services Openwork
Local Financial Advisers in uk01302 81201301302 81201335 Nether Hall Road , Doncaster , DN12PG -
- 20
-
Email
-
Reviews
Finlay Wealth Management LLP
Local Financial Advisers in uk028 9067 2359028 9067 2359Unit 2 , Belfast , BT43ET -
- 21
-
Email
-
Reviews
E M Gray & Company Ltd
Local Financial Advisers in uk028 9043 9288028 9043 9288Unit 6 Citylink Business Park , Belfast , BT124HQ -
- 22
-
Website
-
Email
-
Reviews
David Johnson Financial Planning Ltd
Local Financial Advisers in uk01452 62116001452 6211608 College Street , Gloucester , GL12NE -
- 23
-
Email
-
Reviews
True Potential Wealth Management
Local Financial Advisers in uk020 7993 2882020 7993 28829 Weymouth Street , Westminster , London , W1W6DB -
- 24
-
Email
-
Reviews
The Right Mortgage
Local Financial Advisers in uk01244 32219901244 3221991 Juniper Court , Chester , CH23EH -
- 25
-
Email
-
Reviews
The Platt Partnership Ltd
Local Financial Advisers in uk01543 26380701543 2638076 Market Street , Lichfield , WS136LH
Loading more results...