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Financial Advisers in UK

  1. 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 .
  2. Ginkgo Financial

    Local Financial Advisers in uk
    020 7078 8683
    020 7078 8683
    Unit 1 2 Delacourt Road, Blackheath Royal Standard London SE38XA
    Intelligent advice. Plain speaking. Excellent service.
    Ginkgo Financial is a financial advice firm based in Blackheath serving families and professionals across Greenwich, Lewisham, Bexley and Bromley with retirement planning, investments and estate planning. We offer clear, jargon-free guidance to help you make confident financial decisions at every stage of life. Our experienced advisers provide practical support tailored to your goals - local, personal advice backed by Quilter Financial Planning, part of Quilter plc. Founded in 2012 by husband and wife team Daren Wallbank (a Chartered Financial Planner) and Debra Blundell, we've grown into a dedicated team of 3 advisers and 11 support professionals. We're rooted in our community. Through Grow with Ginkgo we support financial education, community and environmental projects and local charities. It's all about wellbeing - we manage the financial side, but also support the health and community connections that help families thrive. Approver Quilter Financial Services Ltd. Dec 25
  3. The Family Wealth Partnership

    Local Financial Advisers in uk
    01531 800299
    01531 800299
    19 New Street Ledbury HR82DX
    Chartered Independent Financial Planning
    We believe that everyone deserves a long, happy and fulfilling retirement. Our mission is to help you achieve this by providing tax-efficient retirement solutions that enable you to tick off your bucket list and spend time with your family and then maximise what you pass on to your loved ones.
  4. Neptune Financial Management

    Local Financial Advisers in uk
    0117 373 0080
    0117 373 0080
    8 Kellaway Avenue Bristol BS67XR
  5. Donald J Brewster

    Local Financial Advisers in uk
    01772 794328
    01772 794328
    7 Squires Wood Fulwood Preston PR29QA
  6. Northcap Wealth

    Local Financial Advisers in uk
    01908 020864
    01908 020864
    Elder House West, Elder Gate Milton Keynes MK91LR
    Bespoke financial advice, investments and tax planning for your future
  7. De Mellow & Co

    Local Financial Advisers in uk
    023 9259 5922
    023 9259 5922
    The Old Calf Barn Park Farm Hambledon Waterlooville PO74SB
  8. The Platt Partnership Ltd

    Local Financial Advisers in uk
    01543 263807
    01543 263807
    6 Market Street Lichfield WS136LH
  9. Gateway Financial Management Ltd

    Local Financial Advisers in uk
    0808 180 0368
    0808 180 0368
    Flat 1 London W91PS
  10. Reybridge Capital Limited

    Local Financial Advisers in uk
    01225 595590
    01225 595590
    1 Queen Square Bath BA12HA
    Independent financial planning for individuals, families & businesses
  11. Bury Financial Advisors

    Local Financial Advisers in uk
    0161 763 8711
    0161 763 8711
    Europa House Bury BL95BT
  12. The Andrew Connolly Practice

    Local Financial Advisers in uk
    01270 750600
    01270 750600
    6 Hope Street Sandbach CW111BA
  13. Doug Dale Taylor & Co

    Local Financial Advisers in uk
    01446 704421
    01446 704421
    Cardiff House Barry CF632AW
  14. The David Hewson Practice

    Local Financial Advisers in uk
    01362 869199
    01362 869199
    52 Elmham Road Beetley Dereham NR204BW
  15. Willson Grange Ltd

    Local Financial Advisers in uk
    0151 625 0011
    0151 625 0011
    50 Grange Road West Kirby Wirral CH484EF
  16. St James's Place

    Local Financial Advisers in uk
    01489 798776
    01489 798776
    Unit 5 Braxells Farm Botley Southampton SO322BX
  17. Glenfield Partnership

    Local Financial Advisers in uk
    01526 354477
    01526 354477
    Matthew Temple House Woodhall Spa LN106ST
  18. Ayar Hasan Practice

    Local Financial Advisers in uk
    01943 817678
    01943 817678
    The Studio Ilkley LS299DU
  19. Randall Wealth Management Ltd

    Local Financial Advisers in uk
    01603 928367
    01603 928367
    9 Buccaneer Way Hethersett Norwich NR93QJ
  20. Haven Wealth Management Ltd

    Local Financial Advisers in uk
    01329 836353
    01329 836353
    Brackenside North Boarhunt Fareham PO176BX
  21. 2Plan Wealth Management

    Local Financial Advisers in uk
    01332 292111
    01332 292111
    44 Royal Scot Road Pride Pk Derby DE248AJ
  22. P X Pension Exchange Ltd

    Local Financial Advisers in uk
    0345 450 4004
    0345 450 4004
    Berkeley Square House Westminster London W1J6BD
  23. Horizon Wealth Consultancy Ltd

    Local Financial Advisers in uk
    01953 686212
    01953 686212
    Dominion Park Old Buckenham Attleborough NR171PH
  24. Financial Planning Solutions

    Local Financial Advisers in uk
    0121 706 7800
    0121 706 7800
    41 Shirley Road Acocks Green Birmingham B277XU
  25. The Paul Barker Practice

    Local Financial Advisers in uk
    01332 834848
    01332 834848
    28 Ashbourne Road Derby DE223AD
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