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
D J Brewster
Local Financial Advisers in uk01254 66076601254 660766Unit 3 Barnfield House Sandpits Lane , Blackburn , BB13NY -
- 4
-
Email
-
Reviews
Creative Financial Management
Local Financial Advisers in uk0113 269 42270113 269 42272 Whinbrook Crescent , Leeds , LS175PN -
- 5
-
Website
-
Email
-
Reviews
Cator Wells
Local Financial Advisers in uk020 8068 2514020 8068 2514Unit 3 Hopyard Studios , Greenwich , London , SE109FY -
- 6
-
Email
-
Reviews
Waters Day Wealth Management Ltd
Local Financial Advisers in uk01296 27300101296 273001First Floor Milton House , Aylesbury , HP198EA -
- 7
-
Website
-
Email
-
Reviews
Cherry Find
Local Financial Advisers in uk0844 800 99230844 800 9923Hall Road , Clippesby , Great Yarmouth , NR293BL -
- 8
-
Email
-
Reviews
Redwood Financial
Local Financial Advisers in uk01403 23044001403 230440Unit 10 Foundry Court , Horsham , RH135PY -
- 9
-
Email
-
Reviews
Vision Wealth Management Ltd
Local Financial Advisers in uk01327 31738801327 317388Westgate House , Moreton Pinkney , Daventry , NN113SQ -
- 10
-
Website
-
Email
-
Reviews
St James's Place
Local Financial Advisers in uk01489 79877601489 798776Unit 5 Braxells Farm , Botley , Southampton , SO322BX -
- 11
-
Email
-
Reviews
Financial Advisers 4 U Ltd
Local Financial Advisers in uk020 7429 0322020 7429 032213th Floor , City of London , London , EC2N4AD -
- 12
-
Email
-
Reviews
Andrew Blackburn Financial Planning Consultant
Local Financial Advisers in uk0113 269 42240113 269 42242 Whinbrook Crescent , Leeds , LS175PN -
- 13
-
Website
-
Email
-
Reviews
C D M Financial Services Openwork
Local Financial Advisers in uk01302 81201301302 81201335 Nether Hall Road , Doncaster , DN12PG -
- 14
-
Email
-
Reviews
Positive Solutions
Local Financial Advisers in uk01207 58035701207 58035727 Victoria Road , Consett , DH85AYFree initial consultation -
- 15
-
Email
-
Reviews
Stanfield Financial Planning
Local Financial Advisers in uk01202 23774201202 237742Brooke House , Wimborne , BH211RJ -
- 16
-
Email
-
Reviews
St James Place Partnership
Local Financial Advisers in uk01225 46051001225 460510Kelston Park , Kelston , Bath , BA19AE -
- 17
-
Email
-
Reviews
The Trevor Downing Practice LLP
Local Financial Advisers in uk01959 56993701959 569937Market Square House , Westerham , TN161SR -
- 18
-
Website
-
Email
-
Reviews
Paul Burnell
Local Financial Advisers in uk07772 33171907772 331719Unit 6 , Upper Chute , Andover , SP119EQ -
- 19
-
Email
-
Reviews
Heritage Financial Consultancy Ltd
Local Financial Advisers in uk01761 23325201761 233252Heritage House , Holcombe , Radstock , BA35EQ -
- 20
-
Email
-
Reviews
R Mcadam
Local Financial Advisers in uk028 9145 8983028 9145 898322 Ballyree Drive , Bangor , BT197RQ -
- 21
-
Website
-
Email
-
Reviews
Kingfisher House Wealth Management
Local Financial Advisers in uk01900 82800801900 828008Kingfisher House , Cockermouth , CA139NF -
- 22
-
Email
-
Reviews
Haven Wealth Management Ltd
Local Financial Advisers in uk01329 83635301329 836353Brackenside , North Boarhunt , Fareham , PO176BX -
- 23
-
Email
-
Reviews
Advanced Financial Planning Scotland Ltd
Local Financial Advisers in uk01467 62791101467 62791180 High Street , Inverurie , AB513XS -
- 24
-
Email
-
Reviews
Neptune Financial Management
Local Financial Advisers in uk0117 373 00800117 373 00808 Kellaway Avenue , Bristol , BS67XR -
- 25
-
Email
-
Reviews
Neil Morris Financial
Local Financial Advisers in uk0330 113 39480330 113 3948164 Walton Park , Pannal , Harrogate , HG31RJ
Loading more results...