Financial Advisers in UK

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.

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 .

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.

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