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
-
Website
-
Email
-
Reviews
The Andrew Connolly Practice
Local Financial Advisers in uk01270 75060001270 7506006 Hope Street , Sandbach , CW111BA -
- 4
-
Email
-
Reviews
Nine Oak Financial Management
Local Financial Advisers in uk0191 731 65770191 731 657718 Enterprise House , Team Valley Trading Estate , Gateshead , NE110SR -
- 5
-
Email
-
Reviews
Mark Johnson Financial Adviser
Local Financial Advisers in uk07958 34904807958 34904830 Highmeadow , Radcliffe , Manchester , M261YN -
- 6
-
Email
-
Reviews
Farrell Financial Solutions
Local Financial Advisers in uk028 3844 0750028 3844 075028 West Street , Portadown , Craigavon , BT623JQ -
- 7
-
Email
-
Reviews
Waterhouse
Local Financial Advisers in uk01761 41501001761 41501023 High Street , Midsomer Norton , Radstock , BA32DR -
- 8
-
Website
-
Email
-
Reviews
Castell Wealth Management
Local Financial Advisers in uk020 8042 2998020 8042 299830 Lombard Street , City of London , London , EC3V9BQ -
- 9
-
Website
-
Email
-
Reviews
C D M Financial Services Openwork
Local Financial Advisers in uk01302 81201301302 81201335 Nether Hall Road , Doncaster , DN12PG -
- 10
-
Email
-
Reviews
Amberwell Financial Planning
Local Financial Advisers in uk01904 70301601904 70301615 Temple Lane , Copmanthorpe , York , YO233TB -
- 11
-
Email
-
Reviews
75 Point 3 Ltd
Local Financial Advisers in uk01244 32022101244 320221Unit 92 Bowen Court , St Asaph , LL170JE -
- 12
-
Website
-
Email
-
Reviews
Abrey Private Clients LLP
Local Financial Advisers in uk01582 76008701582 760087Orchard House , Harpenden , AL51NA -
- 13
-
Email
-
Reviews
Capitol Financial Solutions Ltd
Local Financial Advisers in uk023 8065 3388023 8065 3388180 Church Road , Bishopstoke , Eastleigh , SO506FA -
- 14
-
Website
-
Email
-
Reviews
Capital Financial Consultants
Local Financial Advisers in uk020 8424 9442020 8424 9442Cee Gee House , Harrow Weald , Harrow , HA36EF -
- 15
-
Website
-
Email
-
Reviews
Positive Solutions
Local Financial Advisers in uk07940 11639507940 116395108 Bryce Road , Brierley Hill , DY54NA -
- 16
-
Email
-
Reviews
The Trevor Downing Practice LLP
Local Financial Advisers in uk01959 56993701959 569937Market Square House , Westerham , TN161SR -
- 17
-
Email
-
Reviews
L F P Consultants Ltd
Local Financial Advisers in uk01772 32133301772 321333407 Legacy House , Clayton-le-Woods , Chorley , PR67JA -
- 18
-
Email
-
Reviews
The Right Mortgage
Local Financial Advisers in uk01244 32219901244 3221991 Juniper Court , Chester , CH23EH -
- 19
-
Website
-
Email
-
Reviews
Financial Advisor
Local Financial Advisers in uk01495 22555701495 2255572 Kingsway , Cardiff , CF103FD -
- 20
-
Email
-
Reviews
Andrew Blackburn Financial Planning Consultant
Local Financial Advisers in uk0113 269 42240113 269 42242 Whinbrook Crescent , Leeds , LS175PN -
- 21
-
Website
-
Email
-
Reviews
Ideal Financial Planning
Local Financial Advisers in uk0844 576 31350844 576 3135Tredomen Business & Technology Centre , Ystrad Mynach , Hengoed , CF827FN -
- 22
-
Email
-
Reviews
P J W Wealth Management
Local Financial Advisers in uk023 8062 9776023 8062 977614 St Johns Road , Hedge End , Southampton , SO304AB -
- 23
-
Email
-
Reviews
Hampton Mortgage Servicing Ltd
Local Financial Advisers in uk020 3675 9959020 3675 9959Molex House The Millennium Centre , Farnham , GU97XX -
- 24
-
Website
-
Email
-
Reviews
H V James Wealth Management Ltd
Local Financial Advisers in uk01509 64699501509 646995The Courtyard , Hathern , Loughborough , LE125LF -
- 25
-
Email
-
Reviews
R Mcadam
Local Financial Advisers in uk028 9145 8983028 9145 898322 Ballyree Drive , Bangor , BT197RQ
Loading more results...