Since 1975, J Edward Sellars has provided financial planning and investment advice to clients across Wales & the South West. We offer our clients the continuity of care and wealth of experience built over five decades. We believe in a traditional service which provides progressive performance, meaning you will receive consistent advice and support through clear communication with our advisors.We do not sell products, instead we offer a service and by consulting with each of our clients we take t...
We offer friendly, contemporary, Independent Financial Advice with good old-fashioned personal service. Our aim is to help you to "Invest In Your Values" with a view to using your finances responsibly and sustainably. Paddy Sault & Andy King created Washington Square over a period of 5 years from both working for organisations and experiencing how "not to do" things. Our ambition was to create an organisation whose principles and ethics reflected our own and pursued an equally responsible and su...
Six Q Financial Planning provides independent financial planning and advice. Our purpose is to help you identify and achieve your aims and objectives. Protecting and Managing Wealth is at the heart of what we do. We provide a highly personal service, based on your needs and objectives, and designed to build and safeguard your long-term prosperity.Andrew Cole is the Principal of Six Q Financial Planning Ltd, his professional qualifications are CFP™ Chartered MCSI Pensions & retirement: Pension...
Let us help you plan for the future Set up in 1972, Neales Financial Management have been offering advice to clients and their families on a wide range of issues. We can help set up and monitor your financial plans throughout life. We are accompany who believe in a personal service , with regular reviews built into our agreements to make sure your plans remain on track. We have clients who have been with us for over 30 years and still benefit from our meetings to plan their later life requiremen...
At Crane Williams, we believe in keeping your financial wellbeing at the heart of our approach. Whether youre looking to buy your first house, saving for a wedding or planning for your retirement, we will advise you on the best way to reach your goals. At Crane Williams, we’re passionate about helping real people make the right financial decisions. With a flexible, friendly, fuss-free approach and a dedication to building lasting relationships with our clients, we are the independent financial...
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value. I have worked in the financial services profession for over 30 years and been an Independent Financial Adviser for the last 20 years.I specialise in Lifestyle Financial Planning for my clients ensuring that they never run out of money during their lifetime and implementing Legacy Plans to ensure my clients estates go exactly how and where they want them to. I also work with business o...
My aim is to provide a clear and uncomplicated financial planning experience in order to help you achieve your financial objectives. Continuum has been created by some of the most experienced people in the financial industry to deliver a modern financial planning advisory partnership.Our aim is to help customers find solutions to their financial needs through a seamless and transparent financial services experience, whilst at the same time ensuring traditional values and service are maintained a...
I work with my clients to help make their financial future real, whatever their goal.Retirement - Investing - Mortgages - Protection - Equity Release - Estate Planning - Later Life Care Funding - Planning for Business Owners - Cash Management Services Continuum has been created by some of the most experienced people in the financial industry to deliver a modern financial planning advisory partnership.Our aim is to help customers find solutions to their financial needs through a seamless and tran...
I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch. I specialise in pre & post retirement planning, including Defined Benefit Transfer advice, estate planning and have a wealth of investment expertise, ensuring all your financial needs are covered. My goal is to ensure that your financial aspirations beco...
Experts in investments and pensions. We pride ourselves on offering a personal service. Call us for a no obligation discussion. Our traditional approach means we offer personal care and service to all of our clients. Whether they require advice relating to their investments or are considering planning for their retirement, we aim to offer a bespoke, personal service.We believe that in order to dispense suitable advice, advisors should be qualified to the highest level. That’s why our advisors ...
Clifton Financial Planning is a forward thinking team of experienced Independent Financial Advisers. offering valuable, independent and personalised financial advice. Clifton Financial Planning Offer valuable, independent and personalised financial advice to clients in Bristol and beyond. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection i...
As a Partner of True Potential Wealth Management, I am committed to looking after my clients as if they were my own family. I hold the Chartered Wealth Manager Level 7 qualification, arguably the gold standard to give financial and investment advice. With over 20 years of commercial experience, it is always an honour and a privilege to help individuals, families and businesses reach their financial goals. Managing your wealth can be complex and time-consuming. I can simplify your life by address...
Nicholls Stevens Financial Services is a long established business offering detailed personal financial planning to individual clients and small to medium sized businesses.Our services are discussed at a free 20 minute interview and our advice can be sought on a fee or commission basis.All new clients receive a careful analysis of their current financial position and we maintain a regular review of their affairs.Please call our friendly office for further information. Pensions & retirement: Pen...
We’re atomos and we’re here to make your dreams and financial ambitions a reality. In this fast-changing world, we understand that you want greater flexibility around how your money is managed. You want a personalised face-to-face service for life’s big moments, combined with all the convenience and access you get from modern digital tools. You want the best of both worlds.Bringing together every part of your financial world is what we do, and we can provide: •Investment management servi...
Independent and Chartered Financial Planners providing bespoke advice too match an individuals requirements Lampiers has been established for over 25 years and has grown from a small business to a well established Independent Financial Advisers based in the south west area.We have always believed in Independent Financial Advice and remain committed to this form of advice. As a further demonstration of our commitment to the highest standards of professionalism Lampiers directors have all either a...
With a free initial meeting I provide independent financial advice to clients. As a Top Rated Adviser for 2023 I remove the stress from pensions retirement and investment planning, helping clients of all wealth levels. I have been awarded one of the Top Rated financial advisers for 2023 and featured in The Times Newspaper. The independent financial advice process begins with a free no obligation meeting where we understand a client’s situation and goals. I combine high level regulated qualific...
We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement. We’re an award winning team of independent financial planners. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.You have meaningful goals. We are here to help you reach them.We are a team of independent financial planners with offices...
Award Winning Independent Adviser acting in YOUR Best Interests.Lets Optimise your wealth so that you can afford your best life and retirement. Crystal Wealth is a co-operative team of ten, truly independent advisers with over two centuries of collective experience. Founded in 2003, we help businesses and individuals who are predominantly based across Bristol and the South West but we extend our support throughout the UK where appropriate. Pensions & retirement: Pensions & retirement planning ...
Floyd Fombo APFS (Bristol)In his 18 years in the industry, Floyd has developed an impressive CV. He achieved the status of Chartered Financial Planner and is Bristol’s longest serving independent, Society of Later Life Advisers - SOLLA member. Rathmore Financial Chartered Financial Planners are an Independent Financial Advisers (IFA). We work with clients in Bristol, Gloucester, Somerset, Surrey, Sussex, Greater London and Hampshire.We believe financial planning should not be complicated. We p...
| Job details | Estimate |
| Pension advice | £2262.00 |
| Inheritance tax planning advice | £5012.00 |
| Investment ISA advice | £462.00 |
| Investment advice | £1012.00 |
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