Financial Advisers in UK
-
- 1
-
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. -
- 2
-
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 . -
- 3
-
Website
-
Email
-
Reviews
St James's Place
Local Financial Advisers in uk01489 79877601489 798776Unit 5 Braxells Farm , Botley , Southampton , SO322BX -
- 4
-
Website
-
Email
-
Reviews
Open Money
Local Financial Advisers in uk0161 204 32000161 204 3200Elliot House , Manchester , M33WD -
- 5
-
Email
-
Reviews
75 Point 3 Ltd
Local Financial Advisers in uk01244 32022101244 320221Unit 92 Bowen Court , St Asaph , LL170JE -
- 6
-
Email
-
Reviews
S W T Wealth Management
Local Financial Advisers in uk029 2252 0168029 2252 0168Britannia House , Caerphilly , CF833GG -
- 7
-
Email
-
Reviews
Neptune Financial Management
Local Financial Advisers in uk0117 373 00800117 373 00808 Kellaway Avenue , Bristol , BS67XR -
- 8
-
Website
-
Email
-
Reviews
Fosseway Finance & Investments LLP
Local Financial Advisers in uk024 7655 3300024 7655 33002 Queen Victoria Road , Coventry , CV13JH -
- 9
-
Email
-
Reviews
Partnership Southampton Ltd
Local Financial Advisers in uk023 8063 6377023 8063 6377Unit 1 Northam Business Centre , Southampton , SO145RP -
- 10
-
Website
-
Email
-
Reviews
Parkview Wealth Management Ltd
Local Financial Advisers in uk07715 83675807715 83675833 Stuart Road , Gillingham , ME74AD -
- 11
-
Email
-
Reviews
Stanfield Financial Planning
Local Financial Advisers in uk01202 23774201202 237742Brooke House , Wimborne , BH211RJ -
- 12
-
Email
-
Reviews
Amberwell Financial Planning
Local Financial Advisers in uk01904 70301601904 70301615 Temple Lane , Copmanthorpe , York , YO233TB -
- 13
-
Website
-
Email
-
Reviews
Capital Financial Consultants
Local Financial Advisers in uk020 8424 9442020 8424 9442Cee Gee House , Harrow Weald , Harrow , HA36EF -
- 14
-
Email
-
Reviews
Doug Dale Taylor & Co
Local Financial Advisers in uk01446 70442101446 704421Cardiff House , Barry , CF632AW -
- 15
-
Email
-
Reviews
Patrick McLaughlin
Local Financial Advisers in uk0191 548 28300191 548 2830Athenaeum House , Sunderland , SR51JT -
- 16
-
Email
-
Reviews
Ardent Wealth Ltd
Local Financial Advisers in uk07920 19120607920 19120611 Brickland Road , Ballinaskeagh , Banbridge , BT325DR -
- 17
-
Website
-
Email
-
Reviews
Positive Solutions
Local Financial Advisers in uk07940 11639507940 116395108 Bryce Road , Brierley Hill , DY54NA -
- 18
-
Email
-
Reviews
A & K Financial Management
Local Financial Advisers in uk07585 63310507585 633105Unit 19e Milk Hope Centre , Seaton Burn , Newcastle upon Tyne , NE136DA -
- 19
-
Email
-
Reviews
De Mellow & Co
Local Financial Advisers in uk023 9259 5922023 9259 5922The Old Calf Barn Park Farm , Hambledon , Waterlooville , PO74SB -
- 20
-
Email
-
Reviews
R F C
Local Financial Advisers in uk0345 474 59020345 474 5902338 Lichfield Road , Sutton Coldfield , B744BH -
- 21
-
Website
-
Email
-
Reviews
Ipswich Financial Advisor
Local Financial Advisers in uk07738 12158007738 121580Ipswich Financial Advisor , Ipswich , IP14NZ -
- 22
-
Website
-
Email
-
Reviews
Wiltshire Pensions & Investments
Local Financial Advisers in uk01793 72864801793 728648Nexus Business Centre , Cheney Manor Ind Est , Swindon , SN22PN -
- 23
-
Email
-
Reviews
Rockstone Mortgage & Financial Advice Ltd
Local Financial Advisers in uk01590 61017101590 610171745 Ampress Lane , Lymington , SO418LWWe'll do the leg work for you -
- 24
-
Email
-
Reviews
Bluebell Mortgages
Local Financial Advisers in uk01473 21331201473 213312Unit 5a Delta Terrace , Ipswich , IP39FH -
- 25
-
Email
-
Reviews
R Mcadam
Local Financial Advisers in uk028 9145 8983028 9145 898322 Ballyree Drive , Bangor , BT197RQ
Loading more results...