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
-
- 4
-
Website
-
Email
-
Reviews
Pallas Financial
Local Financial Advisers in uk01273 30254901273 3025496 Truleigh Close , Brighton , BN26TS -
- 5
-
Website
-
Email
-
Reviews
Gary McDonald Wealth Management
Local Financial Advisers in uk01571 84463201571 84463221 Inver Park , Lochinver , Lairg , IV274LN -
- 6
-
Email
-
Reviews
The Platt Partnership
Local Financial Advisers in uk01352 75335301352 75335321 Chester Street , Mold , CH71EG -
- 7
-
Email
-
Reviews
Bright Wealth Management
Local Financial Advisers in uk01943 81608001943 816080Yarmouth House Daten Avenue , Risley , Warrington , WA36BX -
- 8
-
Email
-
Reviews
Openwork Ltd
Local Financial Advisers in uk0370 608 25500370 608 2550110 Bishopsgate , City of London , London , EC2N4AD -
- 9
-
Website
-
Email
-
Reviews
Medadvise
Local Financial Advisers in uk01787 21046801787 21046815 Kettleborrow Close , Ixworth , Bury St Edmunds , IP312UN -
- 10
-
Website
-
Email
-
Reviews
Positive Solutions
Local Financial Advisers in uk07940 11639507940 116395108 Bryce Road , Brierley Hill , DY54NA -
- 11
-
Email
-
Reviews
Redwood Financial
Local Financial Advisers in uk01403 23044001403 230440Unit 10 Foundry Court , Horsham , RH135PY -
- 12
-
Email
-
Reviews
Financial Advice
Local Financial Advisers in uk01273 60016901273 60016929 Bristol Gardens , Brighton , BN25JR -
- 13
-
Email
-
Reviews
R Mcadam
Local Financial Advisers in uk028 9145 8983028 9145 898322 Ballyree Drive , Bangor , BT197RQ -
- 14
-
Email
-
Reviews
Murray John & Associates
Local Financial Advisers in uk0131 524 13000131 524 13007 Cumberland Street , Edinburgh , EH36RT -
- 15
-
Website
-
Email
-
Reviews
James Winton Ltd
Local Financial Advisers in uk01480 49412101480 49412135 Pound Road , Hemingford Grey , Huntingdon , PE289EF -
- 16
-
Email
-
Reviews
Smith Eliot Financial Management
Local Financial Advisers in uk01572 75975901572 75975935 Market Place , Oakham , LE156DT -
- 17
-
Email
-
Reviews
Denton Woodhouse Ltd
Local Financial Advisers in uk0191 250 46600191 250 4660Unit 2 , Annitsford , Cramlington , NE237BF -
- 18
-
Website
-
Email
-
Reviews
Cator Wells
Local Financial Advisers in uk020 8068 2514020 8068 2514Unit 3 Hopyard Studios , Greenwich , London , SE109FY -
- 19
-
Email
-
Reviews
Waterhouse
Local Financial Advisers in uk01761 41501001761 41501023 High Street , Midsomer Norton , Radstock , BA32DR -
- 20
-
Website
-
Email
-
Reviews
Andrews Loynton & McCulla
Local Financial Advisers in uk028 3839 3050028 3839 305049 Church Street , Portadown , Craigavon , BT623EU -
- 21
-
Email
-
Reviews
Farrell Financial Solutions
Local Financial Advisers in uk028 3844 0750028 3844 075028 West Street , Portadown , Craigavon , BT623JQ -
- 22
-
Email
-
Reviews
Boardman Wealth Management Ltd
Local Financial Advisers in uk01246 55961601246 55961612 Albion Road , Chesterfield , S401LJ -
- 23
-
Website
-
Email
-
Reviews
W B Wealth Ltd
Local Financial Advisers in uk020 7516 5810020 7516 58103rd Floor York House , London , WC2B6UJ -
- 24
-
Email
-
Reviews
R F C
Local Financial Advisers in uk0345 474 59020345 474 5902338 Lichfield Road , Sutton Coldfield , B744BH -
- 25
-
Email
-
Reviews
D J Brewster
Local Financial Advisers in uk01254 66076601254 660766Unit 3 Barnfield House Sandpits Lane , Blackburn , BB13NY
Loading more results...