Financial Advisers in UK
-
- 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
R Mcadam
Local Financial Advisers in uk028 9145 8983028 9145 898322 Ballyree Drive , Bangor , BT197RQ -
- 4
-
Email
-
Reviews
Vision Wealth Management Ltd
Local Financial Advisers in uk01327 31738801327 317388Westgate House , Moreton Pinkney , Daventry , NN113SQ -
- 5
-
Website
-
Email
-
Reviews
Open Money
Local Financial Advisers in uk0161 204 32000161 204 3200Elliot House , Manchester , M33WD -
- 6
-
Email
-
Reviews
Neil Morris Financial
Local Financial Advisers in uk0330 113 39480330 113 3948164 Walton Park , Pannal , Harrogate , HG31RJ -
- 7
-
Email
-
Reviews
The David Hewson Practice
Local Financial Advisers in uk01362 86919901362 86919952 Elmham Road , Beetley , Dereham , NR204BW -
- 8
-
Website
-
Email
-
Reviews
Abrey Private Clients LLP
Local Financial Advisers in uk01582 76008701582 760087Orchard House , Harpenden , AL51NA -
- 9
-
Email
-
Reviews
Waterhouse
Local Financial Advisers in uk01761 41501001761 41501023 High Street , Midsomer Norton , Radstock , BA32DR -
- 10
-
Website
-
Email
-
Reviews
Ipswich Financial Advisor
Local Financial Advisers in uk07738 12158007738 121580Ipswich Financial Advisor , Ipswich , IP14NZ -
- 11
-
Email
-
Reviews
E M Gray & Company Ltd
Local Financial Advisers in uk028 9043 9288028 9043 9288Unit 6 Citylink Business Park , Belfast , BT124HQ -
- 12
-
Website
-
Email
-
Reviews
Newman Financial Services
Local Financial Advisers in uk0121 746 64110121 746 6411970 Stratford Road , Shirley , Solihull , B904ED -
- 13
-
Website
-
Email
-
Reviews
Horizon Wealth Consultancy Ltd
Local Financial Advisers in uk01953 68621201953 686212Dominion Park , Old Buckenham , Attleborough , NR171PH -
- 14
-
Email
-
Reviews
Brownlow Wealth Management Ltd
Local Financial Advisers in uk01582 79496701582 794967Piggeries 1 Widbury Barns , Ware , SG127QE -
- 15
-
Email
-
Reviews
Doug Dale Taylor & Co
Local Financial Advisers in uk01446 70442101446 704421Cardiff House , Barry , CF632AW -
- 16
-
Email
-
Reviews
Waters Day Wealth Management Ltd
Local Financial Advisers in uk01296 27300101296 273001Second Floor Kennel Club House , Aylesbury , HP198DB -
- 17
-
Website
-
Email
-
Reviews
Ayar Hasan Practice
Local Financial Advisers in uk01943 81767801943 817678The Studio , Ilkley , LS299DU -
- 18
-
Email
-
Reviews
Real Financial
Local Financial Advisers in uk0161 942 14660161 942 1466168 Ashley Road , Hale , Altrincham , WA159SF -
- 19
-
Website
-
Email
-
Reviews
Your Eagle Ltd
Local Financial Advisers in uk07908 99980307908 99980383 Whetstone Road , London , SE38PZ -
- 20
-
Website
-
Email
-
Reviews
Kingfisher House Wealth Management
Local Financial Advisers in uk01900 82800801900 828008Kingfisher House , Cockermouth , CA139NF -
- 21
-
Email
-
Reviews
Alexander Peter Wealth Management
Local Financial Advisers in uk0870 495 13230870 495 132314-18 Heddon Street , London , W1B4DA -
- 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
-
Website
-
Email
-
Reviews
C D M Financial Services Openwork
Local Financial Advisers in uk01302 81201301302 81201335 Nether Hall Road , Doncaster , DN12PG -
- 24
-
Email
-
Reviews
The Right Mortgage
Local Financial Advisers in uk01244 32219901244 3221991 Juniper Court , Chester , CH23EH -
- 25
-
Website
-
Email
-
Reviews
Glenfield Partnership
Local Financial Advisers in uk01526 35447701526 354477Matthew Temple House , Woodhall Spa , LN106ST
Loading more results...