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Financial Advisers in UK

  1. Rachael Bell Wealth Management

    Local Financial Advisers in uk
    01228 526976
    01228 526976
    Parkland Village Carlisle CA13GN
    About 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.
  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. P J W Wealth Management

    Local Financial Advisers in uk
    023 8062 9776
    023 8062 9776
    14 St Johns Road Hedge End Southampton SO304AB
  4. Ashley Kissick Financial Advisor

    Local Financial Advisers in uk
    07528 185992
    07528 185992
    3rd Floor Cardiff CF103FD
  5. Cator Wells

    Local Financial Advisers in uk
    020 8068 2514
    020 8068 2514
    Unit 3 Hopyard Studios Greenwich London SE109FY
  6. H V James Wealth Management Ltd

    Local Financial Advisers in uk
    01509 646995
    01509 646995
    The Courtyard Hathern Loughborough LE125LF
  7. G B P Financial Solutions

    Local Financial Advisers in uk
    01708 504455
    01708 504455
    35 Victoria Road Romford RM12LH
  8. Gateway Financial Management Ltd

    Local Financial Advisers in uk
    0808 180 0368
    0808 180 0368
    Flat 1 London W91PS
  9. Parkway Consulting

    Local Financial Advisers in uk
    01926 620022
    01926 620022
    Plato Close Tachbrook Park Warwick CV346WE
  10. Medadvise

    Local Financial Advisers in uk
    01787 210468
    01787 210468
    15 Kettleborrow Close Ixworth Bury St Edmunds IP312UN
  11. Wiltshire Pensions & Investments

    Local Financial Advisers in uk
    01793 728648
    01793 728648
    Nexus Business Centre Cheney Manor Ind Est Swindon SN22PN
  12. Financial Planning Solutions

    Local Financial Advisers in uk
    0121 706 7800
    0121 706 7800
    41 Shirley Road Acocks Green Birmingham B277XU
  13. D J Gridley

    Local Financial Advisers in uk
    01303 863959
    01303 863959
    Brambletye Lyminge Folkestone CT188EP
  14. E M Gray & Company Ltd

    Local Financial Advisers in uk
    028 9043 9288
    028 9043 9288
    Unit 6 Citylink Business Park Belfast BT124HQ
  15. Horizon Wealth Consultancy Ltd

    Local Financial Advisers in uk
    01953 686212
    01953 686212
    Dominion Park Old Buckenham Attleborough NR171PH
  16. St James Place Partnership

    Local Financial Advisers in uk
    01225 460510
    01225 460510
    Kelston Park Kelston Bath BA19AE
  17. Paul Burnell

    Local Financial Advisers in uk
    07772 331719
    07772 331719
    Unit 6 Upper Chute Andover SP119EQ
  18. Equity Advice

    Local Financial Advisers in uk
    01252 641891
    01252 641891
    27 Westglade Farnborough GU140JE
  19. Redwood Financial

    Local Financial Advisers in uk
    01403 230440
    01403 230440
    Unit 10 Foundry Court Horsham RH135PY
  20. Farrell Financial Solutions

    Local Financial Advisers in uk
    028 3844 0750
    028 3844 0750
    28 West Street Portadown Craigavon BT623JQ
  21. William George

    Local Financial Advisers in uk
    0800 321 3508
    0800 321 3508
    5 Dickson Street Dunfermline KY127SL
  22. C D M Financial Services Openwork

    Local Financial Advisers in uk
    01302 812013
    01302 812013
    35 Nether Hall Road Doncaster DN12PG
  23. The David Hewson Practice

    Local Financial Advisers in uk
    01362 869199
    01362 869199
    52 Elmham Road Beetley Dereham NR204BW
  24. O'Loughlin Wealth Management

    Local Financial Advisers in uk
    01873 810631
    01873 810631
    Glanusk Estate Glanusk Crickhowell NP81LP
  25. Keystone Financial Management Ltd

    Local Financial Advisers in uk
    01943 603792
    01943 603792
    Development Centre Ilkley LS298AL
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