Financial Advisers in UK
Filter Results
140 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
-
Reviews
The Family Wealth Partnership
Local Financial Advisers in uk01531 80029901531 80029919 New Street , Ledbury , HR82DXChartered Independent Financial PlanningWe believe that everyone deserves a long, happy and fulfilling retirement. Our mission is to help you achieve this by providing tax-efficient retirement solutions that enable you to tick off your bucket list and spend time with your family and then maximise what you pass on to your loved ones. -
- 4
-
Email
-
Reviews
The Platt Partnership Ltd
Local Financial Advisers in uk01543 26380701543 2638076 Market Street , Lichfield , WS136LH -
- 5
-
Email
-
Reviews
Hampton Mortgage Servicing Ltd
Local Financial Advisers in uk020 3675 9959020 3675 9959Molex House The Millennium Centre , Farnham , GU97XX -
- 6
-
Email
-
Reviews
St James Place Partnership
Local Financial Advisers in uk01225 46051001225 460510Kelston Park , Kelston , Bath , BA19AE -
- 7
-
Website
-
Email
-
Reviews
Cator Wells
Local Financial Advisers in uk020 8068 2514020 8068 2514Unit 3 Hopyard Studios , Greenwich , London , SE109FY -
- 8
-
Email
-
Reviews
Neptune Financial Management
Local Financial Advisers in uk0117 373 00800117 373 00808 Kellaway Avenue , Bristol , BS67XR -
- 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
Medadvise
Local Financial Advisers in uk01787 21046801787 21046815 Kettleborrow Close , Ixworth , Bury St Edmunds , IP312UN -
- 11
-
Email
-
Reviews
Real Financial
Local Financial Advisers in uk0161 942 14660161 942 1466168 Ashley Road , Hale , Altrincham , WA159SF -
- 12
-
Website
-
Email
-
Reviews
St James's Place
Local Financial Advisers in uk01489 79877601489 798776Unit 5 Braxells Farm , Botley , Southampton , SO322BX -
- 13
-
Email
-
Reviews
Ten Financial
Local Financial Advisers in uk020 3640 2958020 3640 2958Heron Tower , City of London , London , EC2N4AY -
- 14
-
Email
-
Reviews
Willson Grange Ltd
Local Financial Advisers in uk0151 625 00110151 625 001150 Grange Road , West Kirby , Wirral , CH484EF -
- 15
-
Website
-
Email
-
Reviews
Castell Wealth Management
Local Financial Advisers in uk020 8042 2998020 8042 299830 Lombard Street , City of London , London , EC3V9BQ -
- 16
-
Email
-
Reviews
True Potential Wealth Management
Local Financial Advisers in uk020 7993 2882020 7993 28829 Weymouth Street , Westminster , London , W1W6DB -
- 17
-
Email
-
Reviews
Pearce Wealth Management Ltd
Local Financial Advisers in uk01775 76156001775 76156039 Fen End Lane , Spalding , PE126AD -
- 18
-
Email
-
Reviews
P J W Wealth Management
Local Financial Advisers in uk023 8062 9776023 8062 977614 St Johns Road , Hedge End , Southampton , SO304AB -
- 19
-
Email
-
Reviews
Bentley Wealth Management Ltd
Local Financial Advisers in uk01904 82071601904 820716Apollo House , York , YO317RE -
- 20
-
Email
-
Reviews
Financial Consultant
Local Financial Advisers in uk07845 76144507845 7614453 Spennithorne Road , Skellow , Doncaster , DN68PF -
- 21
-
Website
-
Email
-
Reviews
Ayar Hasan Practice
Local Financial Advisers in uk01943 81767801943 817678The Studio , Ilkley , LS299DU -
- 22
-
Website
-
Email
-
Reviews
I B A Ltd
Local Financial Advisers in uk01384 48550001384 48550045 Fernhurst Drive , Brierley Hill , DY54PU -
- 23
-
Website
-
Email
-
Reviews
Abrey Private Clients LLP
Local Financial Advisers in uk01582 76008701582 760087Orchard House , Harpenden , AL51NA -
- 24
-
Website
-
Email
-
Reviews
Cardwell
Local Financial Advisers in uk028 3898 8943028 3898 894350 Meadow Lane , Portadown , Craigavon , BT623NJ -
- 25
-
Email
-
Reviews
Denton Woodhouse Ltd
Local Financial Advisers in uk0191 250 46600191 250 4660Unit 2 , Annitsford , Cramlington , NE237BF
Loading more results...