Financial Advisers in UK
Filter Results
146 Results found
-
- 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
Wardale Fletcher Financial Consultants Ltd
Local Financial Advisers in uk01622 66477701622 66477726 Kings Hill Avenue , Kings Hill , West Malling , ME194AE -
- 4
-
Email
-
Reviews
Stanfield Financial Planning
Local Financial Advisers in uk01202 23774201202 237742Brooke House , Wimborne , BH211RJ -
- 5
-
Website
-
Email
-
Reviews
H V James Wealth Management Ltd
Local Financial Advisers in uk01509 64699501509 646995The Courtyard , Hathern , Loughborough , LE125LF -
- 6
-
Email
-
Reviews
The Platt Partnership
Local Financial Advisers in uk01352 75335301352 75335321 Chester Street , Mold , CH71EG -
- 7
-
Website
-
Email
-
Reviews
W B Wealth Ltd
Local Financial Advisers in uk020 7516 5810020 7516 58103rd Floor York House , London , WC2B6UJ -
- 8
-
Email
-
Reviews
Alexander Peter Wealth Management
Local Financial Advisers in uk0870 495 13230870 495 132314-18 Heddon Street , London , W1B4DA -
- 9
-
Website
-
Email
-
Reviews
Cardwell
Local Financial Advisers in uk028 3898 8943028 3898 894350 Meadow Lane , Portadown , Craigavon , BT623NJ -
- 10
-
Email
-
Reviews
Brownlow Wealth Management Ltd
Local Financial Advisers in uk01582 79496701582 794967Piggeries 1 Widbury Barns , Ware , SG127QE -
- 11
-
Email
-
Reviews
Lewis Wealth Management Ltd
Local Financial Advisers in uk01743 44470001743 444700St James's House Anchorage Avenue , Shrewsbury , SY26FG -
- 12
-
Email
-
Reviews
Pearce Wealth Management Ltd
Local Financial Advisers in uk01775 76156001775 76156039 Fen End Lane , Spalding , PE126AD -
- 13
-
Email
-
Reviews
The David Hewson Practice
Local Financial Advisers in uk01362 86919901362 86919952 Elmham Road , Beetley , Dereham , NR204BW -
- 14
-
Email
-
Reviews
75 Point 3 Ltd
Local Financial Advisers in uk01244 32022101244 320221Unit 92 Bowen Court , St Asaph , LL170JE -
- 15
-
Website
-
Email
-
Reviews
Parkway Consulting
Local Financial Advisers in uk01926 62002201926 620022Plato Close , Tachbrook Park , Warwick , CV346WE -
- 16
-
Email
-
Reviews
Bluebell Mortgages
Local Financial Advisers in uk01473 21331201473 213312Unit 5a Delta Terrace , Ipswich , IP39FH -
- 17
-
Email
-
Reviews
JPS Wealth Management Ltd
Local Financial Advisers in uk01273 03077001273 03077014a Montpelier Place , Brighton , BN13BFExpert advice to build, grow and protect your wealth -
- 18
-
Website
-
Email
-
Reviews
Ideal Financial Planning
Local Financial Advisers in uk0844 576 31350844 576 3135Tredomen Business & Technology Centre , Ystrad Mynach , Hengoed , CF827FN -
- 19
-
Email
-
Reviews
Appleton Gerrard
Local Financial Advisers in uk0161 745 71000161 745 710082 King Street , Manchester , M24WQ -
- 20
-
Website
-
Email
-
Reviews
Medadvise
Local Financial Advisers in uk01787 21046801787 21046815 Kettleborrow Close , Ixworth , Bury St Edmunds , IP312UN -
- 21
-
Email
-
Reviews
Patrick McLaughlin
Local Financial Advisers in uk0191 548 28300191 548 2830Athenaeum House , Sunderland , SR51JT -
- 22
-
Website
-
Email
-
Reviews
Pallas Financial
Local Financial Advisers in uk01273 30254901273 3025496 Truleigh Close , Brighton , BN26TS -
- 23
-
Email
-
Reviews
Heritage Financial Consultancy Ltd
Local Financial Advisers in uk01761 23325201761 233252Heritage House , Holcombe , Radstock , BA35EQ -
- 24
-
Website
-
Email
-
Reviews
Ashley Kissick Financial Advisor
Local Financial Advisers in uk07528 18599207528 1859923rd Floor , Cardiff , CF103FD -
- 25
-
Website
-
Email
-
Reviews
Woodwards of Ripley Ltd
Local Financial Advisers in uk01773 74488801773 7448887-9 Nottingham Road , Ripley , DE53DJ
Loading more results...