- What do financial advisors do?
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- How to find a financial advisor
- What to expect from a financial advisor
Financial Advisors in the UK. The average hourly rate of the 50 Financial Advisors listed is £0. Financial Advisor rates vary with location. For example, Roxborough Wealth Management Limited in Surrey charges from £ per hour.
When hiring Financial Advisors in the UK get multiple quote to compare prices and services.
Our trusted Financial Advisors
Chartered Financial Planner specialising in working with people in or planning for retirement, business owners, high earners and those going through a major life event like divorce, bereavement, redundancy, change of career or the sale of a business. Please visit our website (link at the bottom) to get in touch and arrange a free consultation.Were independent financial advisers, working with people across Essex to help them make the most of their money through proper financial planning and effec...
I provide holistic financial planning advice covering Investments, Pensions & Protection using award winning technology and delivering world class service. As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or lea...
Belvedere Wealth Management, established in 2010, is a boutique, independent UK & International Wealth Manager, which offers a wide range of high-quality wealth management services to individuals, families, trustees, and businesses. Because we are not a part of a network or affiliated with any provider, we can truly provide holistic and independent advice with you, the client, always at the forefront of the decisions. Pensions & retirement: Pensions & retirement planning Financial planning: W...
I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide. ADL Wealth is part of the ADL Estate Planning Ltd group, a private client wealth management firm in the UK.ADL Wealth primarily serves UK residents and British expatriates, especially those returning to the UK.We are also specialist Pension and Investment Advisers.As sp...
Providing bespoke & tailored financial advice to individuals and businesses. Expert in corporate and retail financial services; over 22 years experience in the banking and insurance industry whilst working for some of the top industry players. 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: Income tax E...
We are passionate about helping people organise their financial affairs to achieve all of their objectives. We are a 12 person firm of Chartered Financial Planners based in London. We offer independent, face to face financial advice to both private clients and small to medium enterprises.We are passionate about helping people organise their financial affairs to achieve the best possible outcomes, distributing their income and savings in the most efficient way so that their financial goals are me...
With Jayne, it’s a personal and trusted service, with regular communication where your adviser will see your transaction through from start to finish. Topaz Financial Services Limited is owned by Jayne Gray, who has a long career and vast experience in financial consultancy.Whether you are looking for advice on Pensions, Investments, Inheritance Tax planning, Mortgages, Equity Release, Personal Insurance, Private Medical Insurance or Business Protection, our advisers can show you a range of pr...
There are no high pressure sales tactics - just sound advice being delivered in a friendly manner W B Baxter Ltd were founded in 1911 as a family owned and run Insurance Brokerage as it still is today. Howard Lee, the Managing Director, is the Grandson of the Company Founder. Baxters are successful Provincial Chartered Insurance Brokers and Independent Financial Advisers providing expert impartial advice to clients either private or corporate in respect of all aspects of Insurance and Financial ...
A passionate financial adviser who takes a bespoke and holistic approach to every client by establishing their objectives and priorities and developing a long-term plan. I specialise in retirement planning, insurance, tax mitigation and estate planning. Aegis is a privately owned independent house dedicated to managing its clients’ wealth and tax affairs.With a team of highly experienced Investment & Tax Advisers, for us reputation is everything, which is why most of our new clientele comes fr...
Working in our clients best interests. Chartered specialists delivering expert advice in Pension & Retirement Planning, Savings & Investment, Estate Planning, Corporate needs & Protection. Trusted. Quality. Advice.Our Chartered qualified team hold decades of experience in financial services and providing bespoke planning to help clients on the path to achieving their goals.In partnership with Sandringham Financial Partners, a top-rated national advice network, we are able to meet the evolving ne...
Helping people invest money for their retirement or more immediate needs. Investments are reviewed annually to ensure they remain "on-track" Phil Moore is a registered individual of True Potential Wealth Management which is authorised and regulated by the Financial Conduct Authority. FNR number 529810. Investment Restricted Advice - We offer advice on limited types of Products. Primarily, we will advise you on our Investment Portfolio funds and tax wrappers held on the True Potential Investments...
As Chartered Financial Planners we provide truly independent and impartial financial advice from highly qualified financial planners. Scrutton Bland Financial Services Ltd are Chartered Financial Planners. When it comes to managing your wealth and achieving your financial objectives, you need an adviser that you can trust. From helping you to understanding your current financial position to finding ways for you to prosper, we will be with you every step of the way. Our areas of expertise include...
City & Trust Finance was established in 1980. Based in the heart of Mayfair, until December 1998 when it relocated. Its clientele includes a mixture of business owners, professionals, senior management & sports and media people. Clients of all ages are advised by City & Trust with the aim of paying less tax and making their money work harder. Specific areas of expertise include all aspects of pensions, tax reduction and trusts on & off shore. Pensions & retirement: Pensions & retirement plannin...
Our financial planning service is focused on helping you understand and achieve for your financial future. Swallow Financial Planning is a firm of Chartered Financial Planners. This level of recognition is awarded to firms that have a proven record in providing high levels of service to their clients and whose staff have attained professional qualifications. With offices in Ipswich and London we specialise in the pre and post retirement market including complex pensions decisions. We provide a c...
Creating Wealth and Protecting Wealth is what we do. We make your financial plans a reality. Our office is based in Hadleigh. We can arrange to meet you at our offices, in your home or at your place of work. 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 savi...
Citrus Wealth Management specialises in the provision of financial planning, investment management and tax advisory services to private clients, corporate bodies and charitable trusts. The ethos of the company is to add value through true independence within a competitively charged structure. This is achieved by locating, gaining access to and working alongside some of the worlds most talented financial services professionals. Our services to clients are bespoke, ongoing and highly dedicated. Pe...
Professional, friendly and approachable consultants who look at the bigger financial picture. We provide bespoke personal and corporate advice, specialising in Wealth Management, Pensions, Investments, Taxation and Life Cover. 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 Taxation plan...
Established, friendly, local firm providing advice and guidance to personal and corporate clients alike. Independent advice tailored to you. Woodward Markwell are a well established (40 years) and well respected business providing independent financial advice. As a client centric organisation we pride ourselves on offering a professional, friendly and unbiased service to both personal and corporate clients, Pensions & retirement: Pensions & retirement planning Financial planning: Wealth manag...
At Hoyl Independent Advisers Ltd, we pride ourselves in supplying the very best bespoke independent financial advice to our valued clients and we hope you find our approach refreshing. We’re delighted to have been ranked 35th in the FT Adviser Top 100 Financial Advisers for 2018, which sets out to showcase some of the best financial businesses working in the UK. With over 5,000 advice firms in the UK, we’re extremely pleased and proud to receive this recognition and thank every single member...
Award-winning Chartered financial planners providing independent financial advice for private and corporate clients across East Anglia. Chartered Financial Planners, founded in 2001, our expert team of 38 are based in Ipswich and Norwich. As a Chartered firm, we pride ourselves on being impartial, accountable and trusted and have been awarded Top 100 UK Adviser status EIGHT times by Citywire.Our team of financial advisers is supported by specialists with the expertise to cover all aspects of you...
Wherever a client or business may be in their financial lifecycle we can assist them. Successfully navigate your financial future. Galleon Wealth Management Ltd provides bespoke, face to face independent advice to both individual and business clients, whether this is by way of wealth creation, consolidation or preservation. It may be to assist them with their investment portfolio, retirement planning, estate and tax planning or even a combination of these. Wherever a client or business may be in...
Our advice is based on listening to your needs and objectives and then creating with you a comprehensive financial plan I am an IFA with 34 years of experience, I co-ordinate the financial affairs for a number of my clients and their families by assisting them with achieving their lifestyle goals. Specialising in Investment and Pensions I offer high quality jargon free advice on pensions and investments Pensions & retirement: Pensions & retirement planning Financial planning: Wealth managemen...
We are your local Independent Financial Advisers offering Whole of Market advice, providing solutions to any needs you may have. We are an Independent Financial Advisers with a holistic approach to financial planning looking at all your needs and concerns.We offer a face to face service and your first meeting is a free consultation to assess your requirements. Making you feel relaxed we make the difficult and complicated financial planning process easily accessible to you. We aim to deliver a so...
We are Independent Financial Planners providing bespoke advice for Individuals, Businesses and Trustees. Your success is our success. Charles and Georgia are a father and daughter team who between them offer many years of experience. Established in 2008, our objective is great financial outcomes for our clients. We give sound financial advice to meet your needs and objectives, whether you are an individual, company or Trustees. We have our own In house pension transfer specialists and when requi...
Whole of market advice to personal/corporate clients specialising in profit extraction, retirement, protection, investment planning and employee benefit packages. One Financial Solutions was formed in December 2012 and provides independent financial advice to retail and business clients, often encompassing both a client’s personal and business finances. We take a holistic approach realising, as much from our own personal lives as those of our clients, that life at home and life at work are usu...
I will leave no stone unturned! I will strive to ensure you have peace of mind when it comes to your financial matters! I am a restricted adviser, always looking to help my clients in as any ways as possible. I am passionate when it comes to helping my clients plan for their futures, their childrens futures and their grandchildrens futures. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: ...
Our purpose is to give valued advice that informs and empowers clients, helping them achieve their financial needs and goals. Argentum Financial Planning Ltd provides a modern, pro-active service to our clients. Our aim is to help you form and achieve your financial objectives in the short and long term. We are run by a team of three qualified advisers, who each have over 25 years experience in financial services, and are backed by a knowledgeable support team. Pensions & retirement: Pensions &...
Our broad-ranging service can help you realise your aims and ensure you’re in the best position financially for whatever lies ahead.More than financial planning and investment management – we provide counsel, strategy and guidance. We Are A Family-Led TeamBased in Sutton, Surrey, we work with private clients primarily based in Surrey, London, Hampshire and Kent.We build long-standing relationships and extend a service centred on three guiding principles – Honesty, Integrity & Trust.Complet...
Please contact us for a free initial meeting to discuss a comprehensive financial planning audit. We are part of one of the largest Chartered Independent Financial Planners in the country - The Fairstone Group - with the aim of guiding our clients through the financial maze to achieve their objectives. We have in-house tax advisers and consultants with a wide range of expertise in investment planning, personal and corporate pension planning, employer benefits and corporate packages; all protecti...
We offer a range of services to help you achieve financial peace of mind, including, Investment planning, Retirement planning, Inheritance Tax planning and Mortgage & Protection Advice with over 25 years of experience. The team at Bright Blue Wealth have been looking after clients’ finances for the last 25 years. Our clients and their families entrust us with in excess of £500 million of sums assured to enable their families and businesses to continue in the event of life not going to plan. W...
Mark Deasy has over 30 years of experience dealing with clients investment, pension and Inheritance Tax planning needs. MLA Wealth Management was formed in June 2014 and provides independent financial advice to retail and business clients, often encompassing both a client’s personal and business finances. We take a holistic approach realising, as much from our own personal lives as those of our clients, that life at home and life at work are usually inextricably linked.Having been providing fi...
We are approachable. We listen, ask questions and then focus on helping clients to achieve their objectives. We are a Chartered Firm, meaning we are qualified in all regulated areas of financial planning. We focus on helping clients to achieve their financial objectives. We listen, discuss, prioritise and propose useful solutions for clients. We work on a fee basis (on a one off basis or with ongoing advice, whichever is most appropriate) and discuss estimated costs after the first meeting. Afte...
We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it. Roxborough Financial Services plc was formed back in 1986 as a firm of independent financial advisers in the City of London. This coincided with the Financial Services Act which determined that financial advisory firms had to either be totally independent or tied to a product provider. Roxborough has always been an independent adviser. Pensions & retirement: Pensions ...
As a Sandringham Partner I will work with you to explore your options, then plan for how your tactical and strategic financial goals can be best met. I know every client is unique and my advice is completely tailored to your individual circumstances. Sandringham’s Precision ongoing client service is cutting-edge and uses technologies helping you achieve your goals by reviewing your finances on a regular basis.With over 25 years of experience in financial services I understand that your time is...
At Talking Finances, you talk and we listen, not the other way around. We then start from wherever you are, providing you with all the support, technical expertise and education you want and need to help you on your way. It’s about your agenda, not ours. We know that talking about your finances can be daunting. That’s why the first thing we do, is listen. Our role is to understand what’s important to you and how we can help you achieve it because, ultimately, we want to place you in contro...
Helping you to achieve your financial objectives We provide personal financial advice to help you reach the goal of financial freedom.All of our advisers have achieved the stringent qualifications and administrative standards set out by the Financial Conduct Authority (FCA) and hold the mandatory Statement of Professional Standing, issued to authorised financial advisers only. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing ...
Hearnden Associates are CII Chartered Financial Planners, providing solutions to your investment, retirement and pension planning as well as mortgage advice. Since Hearnden Associates was established, our aim has been to offer independent financial advice that is the very best solution for each and every client. We offer a free initial meeting. We are able to offer either a focused or full review service and set out to build and maintain long-term relationships with our clients. We believe consi...
Acuity Professional are a full-spectrum financial services firm offering bespoke financial advice, tailored to your individual needs and objectives. We work proactively to help our clients attain their financial freedom and enjoy their lifes work. We are a firm of experienced, forward-looking, client-focused advisers. We have offices both in the City of London and Sussex, but we can also provide advice nationwide, through our network of regional IFAs.We are passionate about providing honest, str...
As an Independent Financial Adviser, I am committed to empowering my clients with sound financial strategies tailored to their unique goals and circumstances. My client-centric approach revolves around active listening and fostering strong, trust-based relationships. By conducting thorough financial assessments, I develop comprehensive plans that encompass investments, retirement, tax optimisation, and risk management. Through transparent communication, I empower clients to make informed decisio...
Based on Wimbledon Broadway since 1986, our Chartered and Independent Financial Advisers provide independent advice on all aspects of financial planning. Operating from prominent high street offices at 235 The Broadway Wimbledon SW19, MFS is a well-known and respected independent financial advice company with a track record stretching back over 50 years. All MFS advisers are qualified with the Chartered Insurance Institute or Institute of Financial Services and hold the requisite Financial Condu...
We work with our clients to identify their lifetime goals and objectives and work with them to set up a plan to achieve those goals. Holden & Partners is a Chartered firm of independent financial advisers. Formed in 2003, we are one of a few independent financial advisers to have achieved Chartered status and to advise on ethical and sustainable investments in the UK.We also have a number of financial advisers who are affiliates of the Society of Tax and Estate Practitioners, allowing us to repr...
Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 18 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments. Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way, along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better...
“It’s not how much money you make but how much money you keep, how hard it works for you, and how many generations you keep it for”Robert Kiyosaki on why people benefit from professional financial advice.This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialist...
We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke. Roxborough Financial Services plc was formed back in 1986 as a firm of independent financial advisers in the City of London. This coincided with the Financial Services Act which determined that financial advisory firms had to either be totally independent or tied to a product provider. Roxborough has always been an independent adviser.Working from prestigious offices in ...
Were here is to educate and empower people and business owners, through educational workshops and bespoke, independent financial advice, giving clients access to the whole of the market place. We are a fully Independant and whole of market Wealth Management company, helping people to plan for their financial futures with a new and fresh perspective - with financial education as one of the core values.Our primary aim will be to help you map a plan for your future, but to also teach you how to bet...
We help evaluate the financial decisions you have already taken as well as those that you may be considering. Holborn is an award winning boutique financial strategist based in Wimbledon, South West London. We have been in business for over a quarter of a century and boast a team of highly qualified and experienced specialists. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insuranc...
I offer financial planning advice to help you achieve your lifestyle and retirement goals. Westminster Wealth is a privately owned Independent Financial Planning and Wealth Management organisation founded in 2000. Westminster Wealth Management is one of the largest independent, Chartered firms in the UK. We are committed to retaining our independent status. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insuranc...
Enhancing financial lives since 1993We’re an independent financial planning firm advising clients in Surrey, London and across the country. Clear financial guidance, tailored to you.We have been helping people navigate complex financial landscapes since 1993, and have worked with a varied range of situations and circumstances during that time. The one thing that has remained the same throughout, is our commitment to doing the very best for those who entrust their money to us. For us, financial...
Financial success is down to the compounding effect of many good, but small decisions over time. Financial planning is about aligning those decisions to your goals and objections. We’re a group of forward thinking, proactive and enthusiastic financial planners, who’ve worked together for a number of years.Motus came into being because we all believe in a refreshingly different approach to financial planning.We see it, fundamentally, as being about making sure your money can help you to do th...
3D Financial Planning provide independent financial advice to individualsto help them to build, manage and protect their wealth. The fundamental philosophy of 3D Financial Planning is that your financial planning should be multi-dimensional, taking consideration of every aspect of your financial affairs. If one area of your plan is changed, the direct effects on the others will also be examined and updated accordingly. The holistic approach, which has been developed through many years of experie...
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