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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. Heritage Financial Consultancy Ltd

    Local Financial Advisers in uk
    01761 233252
    01761 233252
    Heritage House Holcombe Radstock BA35EQ
  5. Patrick McLaughlin

    Local Financial Advisers in uk
    0191 548 2830
    0191 548 2830
    Athenaeum House Sunderland SR51JT
  6. 2Plan Wealth Management

    Local Financial Advisers in uk
    01332 292111
    01332 292111
    44 Royal Scot Road Pride Pk Derby DE248AJ
  7. Bespoke Financial Guidance Ltd

    Local Financial Advisers in uk
    01392 829340
    01392 829340
    7-8 Oaktree Place Marsh Barton Trading Estate Exeter EX28WA
  8. O'Loughlin Wealth Management

    Local Financial Advisers in uk
    01873 810631
    01873 810631
    Glanusk Estate Glanusk Crickhowell NP81LP
  9. Horizon Wealth Consultancy Ltd

    Local Financial Advisers in uk
    01953 686212
    01953 686212
    Dominion Park Old Buckenham Attleborough NR171PH
  10. Wright & Shadwell Wealth Management

    Local Financial Advisers in uk
    01227 722922
    01227 722922
    The Heathers Preston Canterbury CT31HH
  11. Parkview Wealth Management Ltd

    Local Financial Advisers in uk
    07715 836758
    07715 836758
    33 Stuart Road Gillingham ME74AD
  12. D J Gridley

    Local Financial Advisers in uk
    01303 863959
    01303 863959
    Brambletye Lyminge Folkestone CT188EP
  13. Andrew Blackburn Financial Planning Consultant

    Local Financial Advisers in uk
    0113 269 4224
    0113 269 4224
    Unit 4 Suite 8 Regent Business Hub Leeds LS126AJ
  14. Positive Solutions

    Local Financial Advisers in uk
    01207 580357
    01207 580357
    27 Victoria Road Consett DH85AY
    Free initial consultation
  15. Cranwell Wealth Solutions Ltd

    Local Financial Advisers in uk
    01825 767568
    01825 767568
    21 Church Street Uckfield TN221BJ
  16. Financial Planning Solutions

    Local Financial Advisers in uk
    0121 706 7800
    0121 706 7800
    41 Shirley Road Acocks Green Birmingham B277XU
  17. Doug Dale Taylor & Co

    Local Financial Advisers in uk
    01446 704421
    01446 704421
    Cardiff House Barry CF632AW
  18. The Andrew Connolly Practice

    Local Financial Advisers in uk
    01270 750600
    01270 750600
    6 Hope Street Sandbach CW111BA
  19. Scott Financial Consultants

    Local Financial Advisers in uk
    01452 527592
    01452 527592
    49 Brunswick Road Gloucester GL11JS
  20. Waystone

    Local Financial Advisers in uk
    0345 922 0044
    0345 922 0044
    3rd floor, Central Square, 29 Wellington St Leeds LS14DL
  21. G B P Financial Solutions

    Local Financial Advisers in uk
    01708 504455
    01708 504455
    35 Victoria Road Romford RM12LH
  22. Donald J Brewster

    Local Financial Advisers in uk
    01772 794328
    01772 794328
    7 Squires Wood Fulwood Preston PR29QA
  23. Pallas Financial

    Local Financial Advisers in uk
    01273 302549
    01273 302549
    6 Truleigh Close Brighton BN26TS
  24. Highhouse Financial Services Ltd

    Local Financial Advisers in uk
    0845 230 1470
    0845 230 1470
    67 West Street Selsey Chichester PO209AG
  25. Mark Johnson Financial Adviser

    Local Financial Advisers in uk
    07958 349048
    07958 349048
    30 Highmeadow Radcliffe Manchester M261YN
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