Whatever your financial and lifestyle aims and aspirations, we look forward to helping you achieve them. We’re a unique group of industry leading financial experts working at the cutting edge of digital accounting, financial planning and tax advisory in a wide range of personal and business areas. We believe in supporting the ambition, drive and variety of the South West economy through a combination of expert advice and excellent client support.Our collaborative approach and brilliant process...
I work as an Independent Financial Adviser as part of one of the UK’s leading financial planning led wealth management firms. Providing independent financial planning and investment management services to clients who value a long-term relationship. I am an experienced Diploma qualified Independent Financial Adviser based in the beautiful city of Bath. I have over 12 years’ experience in helping my clients with all aspects of their financial planning needs. Whether you are looking to plan you...
Our goal is to deliver high quality advice to both personal and commercial clients. An Independent Financial Advisory practice located in the Somerset market town of Frome. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust planning: Estate planning Savings: Lump sum Regular savings Savings for children National...
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...
We are Chartered Financial Planners and we have been providing clients with professional and logical solutions on a wide range of financial planning needs for over 30 years. We pride ourselves on our friendly and long term relationships with clients and on our ability to communicate in plain English. Our charges are competitive and fair and are always agreed at the outset. The first meeting is always free of charge and without obligation. Pensions & retirement: Pensions & retirement planning F...
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...
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...
Pensions & retirement: Pensions & retirement planning
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...
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...
We offer independent financial advice in areas such as Pensions and Investments.Specialist experience in tax efficient planning strategies such as Inheritance Tax and the sale of a business.Part of the award-winning AISA group, established in 1998. AISA are an award-winning firm with national and international coverage. Our Financial Planners and Independent Advisers follow an ethics-based culture wholly built around our clients, delivering bespoke financial advice and portfolio services.Geordie...
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...
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...
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...
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 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...
| Job details | Estimate |
| Pension advice | £2250.00 |
| Inheritance tax planning advice | £5000.00 |
| Investment ISA advice | £450.00 |
| Investment advice | £1000.00 |
People in Wells searching for a Financial Advisor also viewed...
The Largest Database of UK Trade Rates
At HaMuch we know what tradespeople charge because we have the largest database of rates anywhere in the UK. If you want quotes for jobs at the right price for you, post your jobs with HaMuch and get your home improvements kickstarted straight away!