Financial Advisers in UK
Filter Results
143 Results found
-
- 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
-
Email
-
Reviews
Ten Financial
Local Financial Advisers in uk020 3640 2958020 3640 2958Heron Tower , City of London , London , EC2N4AY -
- 4
-
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 -
- 5
-
Website
-
Email
-
Reviews
Medadvise
Local Financial Advisers in uk01787 21046801787 21046815 Kettleborrow Close , Ixworth , Bury St Edmunds , IP312UN -
- 6
-
Website
-
Email
-
Reviews
Gateway Financial Management Ltd
Local Financial Advisers in uk0808 180 03680808 180 0368Flat 1 , London , W91PS -
- 7
-
Email
-
Reviews
The Platt Partnership
Local Financial Advisers in uk01352 75335301352 75335321 Chester Street , Mold , CH71EG -
- 8
-
Website
-
Email
-
Reviews
Highhouse Financial Services Ltd
Local Financial Advisers in uk0845 230 14700845 230 147067 West Street , Selsey , Chichester , PO209AG -
- 9
-
Website
-
Email
-
Reviews
Ifa Elementary Investments
Local Financial Advisers in uk01753 53199401753 531994Stoke Road , Slough , SL25AP -
- 10
-
Email
-
Reviews
De Mellow & Co
Local Financial Advisers in uk023 9259 5922023 9259 5922The Old Calf Barn Park Farm , Hambledon , Waterlooville , PO74SB -
- 11
-
Website
-
Email
-
Reviews
Abrey Private Clients LLP
Local Financial Advisers in uk01582 76008701582 760087Orchard House , Harpenden , AL51NA -
- 12
-
Website
-
Email
-
Reviews
Cator Wells
Local Financial Advisers in uk020 8068 2514020 8068 2514Unit 3 Hopyard Studios , Greenwich , London , SE109FY -
- 13
-
Email
-
Reviews
Scott Financial Consultants
Local Financial Advisers in uk01452 52759201452 52759249 Brunswick Road , Gloucester , GL11JS -
- 14
-
Email
-
Reviews
The David Hewson Practice
Local Financial Advisers in uk01362 86919901362 86919952 Elmham Road , Beetley , Dereham , NR204BW -
- 15
-
Email
-
Reviews
Finlay Wealth Management LLP
Local Financial Advisers in uk028 9067 2359028 9067 2359Unit 2 , Belfast , BT43ET -
- 16
-
Email
-
Reviews
The Platt Partnership Ltd
Local Financial Advisers in uk01543 26380701543 2638076 Market Street , Lichfield , WS136LH -
- 17
-
Email
-
Reviews
Leabold Financial Management Ltd
Local Financial Advisers in uk0117 962 36000117 962 3600Valleys Innovation Centre , Abercynon , Mountain Ash , CF454SN -
- 18
-
Email
-
Reviews
Capitol Financial Solutions Ltd
Local Financial Advisers in uk023 8065 3388023 8065 3388180 Church Road , Bishopstoke , Eastleigh , SO506FA -
- 19
-
Website
-
Email
-
Reviews
Fosseway Finance & Investments LLP
Local Financial Advisers in uk024 7655 3300024 7655 33002 Queen Victoria Road , Coventry , CV13JH -
- 20
-
Website
-
Email
-
Reviews
Total Financial Planning Ltd
Local Financial Advisers in uk01268 76973401268 769734324 Southend Road , Wickford , SS118QS -
- 21
-
Website
-
Email
-
Reviews
Kingfisher House Wealth Management
Local Financial Advisers in uk01900 82800801900 828008Kingfisher House , Cockermouth , CA139NF -
- 22
-
Email
-
Reviews
Redwood Financial
Local Financial Advisers in uk01403 23044001403 230440Unit 10 Foundry Court , Horsham , RH135PY -
- 23
-
Website
-
Email
-
Reviews
David Johnson Financial Planning Ltd
Local Financial Advisers in uk01452 62116001452 6211608 College Street , Gloucester , GL12NE -
- 24
-
Email
-
Reviews
Martin O' Leary
Local Financial Advisers in uk01284 75362001284 75362079 Westley Road , Bury St Edmunds , IP333RU -
- 25
-
Email
-
Reviews
Bluebell Mortgages
Local Financial Advisers in uk01473 21331201473 213312Unit 5a Delta Terrace , Ipswich , IP39FH
Loading more results...