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Financial Advisers in UK

  1. Martin McCudden Dip PFS, Cert CII(MP), Financial Adviser

    Local Financial Advisers in uk
    07971 169607
    07971 169607
    Hyde Park Rhyl LL185FN
    I 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. Ginkgo Financial

    Local Financial Advisers in uk
    020 7078 8683
    020 7078 8683
    Unit 1 2 Delacourt Road, Blackheath Royal Standard London SE38XA
    Intelligent advice. Plain speaking. Excellent service.
    Ginkgo Financial is a financial advice firm based in Blackheath serving families and professionals across Greenwich, Lewisham, Bexley and Bromley with retirement planning, investments and estate planning. We offer clear, jargon-free guidance to help you make confident financial decisions at every stage of life. Our experienced advisers provide practical support tailored to your goals - local, personal advice backed by Quilter Financial Planning, part of Quilter plc. Founded in 2012 by husband and wife team Daren Wallbank (a Chartered Financial Planner) and Debra Blundell, we've grown into a dedicated team of 3 advisers and 11 support professionals. We're rooted in our community. Through Grow with Ginkgo we support financial education, community and environmental projects and local charities. It's all about wellbeing - we manage the financial side, but also support the health and community connections that help families thrive. Approver Quilter Financial Services Ltd. Dec 25
  3. The Family Wealth Partnership

    Local Financial Advisers in uk
    01531 800299
    01531 800299
    19 New Street Ledbury HR82DX
    Chartered Independent Financial Planning
    We 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. C D M Financial Services Openwork

    Local Financial Advisers in uk
    01302 812013
    01302 812013
    35 Nether Hall Road Doncaster DN12PG
  5. Haven Wealth Management Ltd

    Local Financial Advisers in uk
    01329 836353
    01329 836353
    Brackenside North Boarhunt Fareham PO176BX
  6. Appleton Gerrard

    Local Financial Advisers in uk
    0161 745 7100
    0161 745 7100
    82 King Street Manchester M24WQ
  7. Reybridge Capital Limited

    Local Financial Advisers in uk
    01225 595590
    01225 595590
    1 Queen Square Bath BA12HA
    Independent financial planning for individuals, families & businesses
  8. Spiritus Wealth Ltd

    Local Financial Advisers in uk
    020 3440 7674
    020 3440 7674
    Becket House London EC2R8DD
  9. William George

    Local Financial Advisers in uk
    0800 321 3508
    0800 321 3508
    5 Dickson Street Dunfermline KY127SL
  10. Neptune Financial Management

    Local Financial Advisers in uk
    0117 373 0080
    0117 373 0080
    8 Kellaway Avenue Bristol BS67XR
  11. R F C

    Local Financial Advisers in uk
    0345 474 5902
    0345 474 5902
    338 Lichfield Road Sutton Coldfield B744BH
  12. Real Financial

    Local Financial Advisers in uk
    0161 942 1466
    0161 942 1466
    168 Ashley Road Hale Altrincham WA159SF
  13. Ripley J Oyler

    Local Financial Advisers in uk
    0118 981 7766
    0118 981 7766
    Unit 3 Jupiter House Aldermaston Reading RG78NN
  14. L F P Consultants Ltd

    Local Financial Advisers in uk
    01772 321333
    01772 321333
    407 Legacy House Clayton-le-Woods Chorley PR67JA
  15. Direct Ifa's Ltd

    Local Financial Advisers in uk
    01909 808707
    01909 808707
    Suite 4 Anston House North Anston Sheffield S254DL
  16. Fosseway Finance & Investments LLP

    Local Financial Advisers in uk
    024 7655 3300
    024 7655 3300
    2 Queen Victoria Road Coventry CV13JH
  17. Pallas Financial

    Local Financial Advisers in uk
    01273 302549
    01273 302549
    6 Truleigh Close Brighton BN26TS
  18. O'Loughlin Wealth Management

    Local Financial Advisers in uk
    01873 810631
    01873 810631
    Glanusk Estate Glanusk Crickhowell NP81LP
  19. Creative Financial Management

    Local Financial Advisers in uk
    0113 269 4227
    0113 269 4227
    2 Whinbrook Crescent Leeds LS175PN
  20. David Johnson Financial Planning Ltd

    Local Financial Advisers in uk
    01452 621160
    01452 621160
    8 College Street Gloucester GL12NE
  21. Cranwell Wealth Solutions Ltd

    Local Financial Advisers in uk
    01825 767568
    01825 767568
    21 Church Street Uckfield TN221BJ
  22. St James Place Partnership

    Local Financial Advisers in uk
    01225 460510
    01225 460510
    Kelston Park Kelston Bath BA19AE
  23. Horizon Wealth Consultancy Ltd

    Local Financial Advisers in uk
    01953 686212
    01953 686212
    Dominion Park Old Buckenham Attleborough NR171PH
  24. Glenfield Partnership

    Local Financial Advisers in uk
    01526 354477
    01526 354477
    Matthew Temple House Woodhall Spa LN106ST
  25. Kingfisher House Wealth Management

    Local Financial Advisers in uk
    01900 828008
    01900 828008
    Kingfisher House Cockermouth CA139NF
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