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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, True Potential in Newcastle Upon Tyne charges from £ per hour.
When hiring Financial Advisors in the UK get multiple quote to compare prices and services.
Our trusted Financial Advisors
Crowood Financial Solutions is a full service advice firm, specialising in providing high quality independent pension advice and investment management with a personal service. As a full service and independent advice firm, we help clients with a wide range of needs:Retirement planning advice for new pensions, reviewing existing pensions and making the most of your money in retirement.Investment planning advice, helping you to improve upon the returns from cash savings, meet a future financial go...
Chartered Independent Financial Planner. Impartial, bespoke financial planning and wealth management. Comprehensive, holistic, independent financial planning. We hold advanced qualifications in investment, pensions and taxation as well as the financial planning certificates, advanced financial planning diploma and further qualifications in mortgage practice, equity release, long term care, trusts and discretionary investment management. Tristan Renfree has over 30 years financial planning experi...
We are Herefords Premier Financial centre with 5 Financial Advisers. Partners specialise in Company & personal pension transfers, divorce pension sharing, Inheritance Tax Planning, Estate Planning & Trusts, Open Market options Lump sum Investments, mortgages and protection planning. Appointments are conducted in-house or at the clients home. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: ...
I build long term relationships by providing Independent advice in a way you understand to meet your needs. I am based in Monmouth and provide Independent Financial Advice throughout Monmouthshire and the surrounding counties. I started in the industry in 2008 and am a member of the Personal Finance Society.My role is to help you meet your financial and life objectives, I achieve this by using a holistic approach and providing a bespoke advice service. I pride myself on excellent customer servic...
At Old House Financial Planning we provide unbiased advice across a wide range of financial areas. We advise on Pensions, Retirement Options, Investments, Inheritance Tax Planning and funding for Care. We can also help you protect the financial security of your family or business.Our principal, Peter Williams, is a Chartered Financial Planner, a Certified Financial Planner, a Fellow of the Personal Finance Society and Fellow of the Chartered Insurance Institute. Pensions & retirement: Pensions ...
Our advisers offer a professional, truly independent service for individuals and businesses.Among our extensive range of services we include residential, buy-to-let and commercial mortgages; protection arrangements; pensions; investments and inheritance tax planning.Consultations can be arranged at a time and venue to suit you. Your first meeting will be free.Mortgage Horizons is directly authorised and regulated by the Financial Services Authority. Pensions & retirement: Pensions & retirement ...
Financial planning can be complex at times; however, I have the ability to make clients feel engaged and comfortable.At Duncan Financial Services Ltd we are passionate about developing and maintaining relationships with clients based on trust, integrity I started my own business Duncan Financial Services Ltd having worked for NatWest for 32 years. I spent the last 20 years in Financial planning. I am a member of the Vision Independent Financial Planning Network as they are a great company who as...
We specialise in providing you with quality, professional financial advice that you can trust. Independent Financial Advice - simply given by professionals.Professionally qualified advisers with experience of more than 30 years.We combine detailed research with a personalised approach to achieve the best solutions for our clients needs.Our aim is to build long term relationships with our clients by providing on-going support and advice.Our initial visit and report are free, thereafter we are rem...
Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower the financial services sector and assist our clients to take control of their futures. True Potential Adviser Services were established in 2007 with a management group containing extensive experience of UK advice distribution, investment management and financial services technology. Our mission to close the UK’s savings and advice gaps has never been...
We specialise in helping individuals and families create and protect their wealth all the way to retirement and beyond. Hankley Financial Plannings approach is to work with you to establish your objectives and create a financial plan. Regular reviews form an important part of the process to ensure you are able to achieve your goals. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life ins...
Providing experienced financial advice - when it comes to pensions, investments, protection and retirement planning, we aim to give honest and robust advice. We take responsibility over future years to ensure our advice is right for you and your family Alexander House Financial Planning is a National business built on excellent service and traditional values, meaning you can trust us to give you the best financial advice and know you are safe in our care. Our ethics and expertise will enable you...
Independent advice that is clear and takes your needs into account with a professional yet personal approach. With over 28 years of experience in financial planning, we have enjoyed building strong, long term relationships with all our clients. We believe that trust and honesty are the key to providing quality advice. Once instructed, we also carry out regular reviews with you on an ongoing basis, so that your products remain suitable and meet your needs.We are totally independent, so able to ch...
We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection. Our office is based in Medstead, Hampshire and we deal with clients throughout the UK. We have worked in financial services for around 17 years and bring a huge amount of experience to benefit our clients.We provide advice across a wide range of services incl...
We help private clients strengthen their financial position and enjoy better investment returns through far-reaching professional services. Our first-rate expertise and warm, personal relationships make a tangible and lasting difference for our clients. We provide both astute investment management and comprehensive financial advice and planning, ensuring that nothing is left out of the equation or to chance. The rare breadth and depth of our services means that we address all the gaps left by si...
A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries. We have the backing of a national IFA but retain our local touch. A professional company with over 30 years’ experience in offering Independent Financial Advice on a full range of financial services. These include Wealth Management, Pensions, Investment...
Chobham Wealth Management has been established for 7 years but as a financial adviser I have over 25 years experience in the personal and B2B advice sectors. I offer a comprehensive and personal service and work on a fixed fee or hourly rate basis. All costs will be discussed at your first meeting, which will be free of charge. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insuranc...
Forget fees and charges: Lets talk first... We are a small IFA firm providing a highly personalised service to a diverse range of clients. Firms such as ours are often referred to as "General Practitioner" firms. 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 Estate planning Capital gains t...
Clear, bespoke, personal financial planning advice you can trust in words youll understand. We look forward to working with you. Please vist our website and give us a call for an initial chat. Are you looking for something different from your financial adviser? Someone to direct and guide you? On receiving your enquiry you are invited to a preliminary meeting at our expense. The purpose of the meeting is to establish your needs and wants and secondly to discuss with you the method of payment for...
We are an independent boutique firm providing expert wealth planning and advice.We get inspired by our clients, their values, their vision, and their focus. Our purpose is to make a difference, one client at a time. Based in Cobham, in close proximity to London, and also for Heathrow and Gatwick, the main hubs that link London to the world.Second office in London near Victoria Station. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: I...
A family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investments and Pensions. Established in 1970, Anderson Sinclair & Co LLP is a true family business with a commitment to friendly, long-term client relationships. A large number of our clients have found us through personal recommendations, thanks to our commitment to a personal service based on fairness and respect. Together the current partners have over 60 years of industry exp...
Providing a warm and friendly financial advice service for local folk. Scott Financial is a family run firm, advising local clients.Advising on all aspects of financial advice specializing in Investments, Retirement and Estate planning for personal and small business owners. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Tax & trust planning: Estate planning Savings: Lump sum Regular savings Savings for chi...
Financial advice should not be viewed as being a one-off transaction. The journey of life is often dynamic and financial planning should accommodate that. At Cragside, we tailor our advice to meet your individual requirements in a jargon free way. Cragside Financial Solutions was founded by John Gilfillan to provide quality financial advice at a sensible & transparent price. John has over 20 years of financial services experience having first entered the industry in 1994.Operating in both Surrey...
We dont use special offers; we believe our fees are already competitive!Independent advice from an experienced Chartered Financial Planner. Asperand Wealth is a financial planning company, offering independent, whole-of-market financial advice to its clients. Our mission is to show that top quality, independent financial advice needn’t just be accessible to those with considerable wealth. We believe that the total cost of investing (comprising fees for advice, financial products, investments a...
Specialise in: Retirement Planning, Pensions, SIPPs, Annuities, Investments, NISAs, Family Protection, Critical Illness Cover, Estate Planning, Inheritance Tax, Wills, Trusts We are proud to be a small, focused firm, because this means that we provide high levels of personal care and attention to detail. Our clients want to be treated as individuals, not numbers, to have a closer working relationship, and to be able to trust someone to be there for them at all times. Financial planning: Wealth ...
#NAME? - We are a friendly, client-centric Independent Financial Advice practice, operating in Berkshire & surrounding Home Counties.- Financial Services Register number: 833372. Registered in England and Wales number: 11749650. Registered office address: Index Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust plann...
I believe in forming long-lasting relationships with my clients and providing an ongoing service is vital for achieving their goals I am an independent financial adviser for 2plan wealth management, providing advice for clients in their own home on savings and investments, pensions, Inheritance Tax Planning (IHT) and protection. As I am experienced in a range of financial areas, I am able to provide a complete and personal solution to my clients financial matters.I provide an initial consultatio...
Our business is built on great relationships with our clients. We have been looking after clients for over 50 years and provide advice on pensions and retirement, investments, tax and estate planning as well as supporting business owners with financial solutions, including employee benefits and payroll and pensions administration. We also provide advice on mortgages, equity release, protection, wills, lasting powers of attorney and probate administration. Pensions & retirement: Pensions & retir...
Murray West Associates can provide a full professional service offering help and advice in a variety of areas including mortgages, pensions, investments and protection.We work on a fee and/or adviser fee base . All expenses will be discussed at your first meeting, which will be free of charge. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protect...
Our focus is on the provision of independent advice covering investments, pensions, savings, estate planning and protection for private investors, charities and businesses. Our office is based in Clanfield, Hampshire and we deal with clients throughout the UK. Our team have all worked within financial services for around 30 years and we bring a huge amount of experience to benefit our clients.We provide advice across a wide range of services including investments, pensions, savings, estate plann...
We provide friendly face to face advice with no jargon and deliver quality financial advice at a reasonable cost. Tim Boyle is a forward thinking, experienced IFA based in Basingstoke, Hampshire. Tim Boyle is a fully qualified Chartered Financial Planner and has over 25 years experience providing professional Independent Financial Advice.He holds a current Statement of Professional Standing certificate. Tim joined the New Leaf Group who operate on a Nationwide basis in 2013. Tim has primarily op...
The Specialists in Wealth Management and Pensions planning for Individuals and businesses. We are an appointed representative of Sanlam Partnerships Ltd, a national network of Independent Financial Advisers. We offer fully independent, professional and unbiased advice on a wide range of financial products. Please telephone to arrange a mutually convenient appointment to discuss any financial matter. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management I...
Pennymatters Ltd offer a modern approach to Independent Financial Advice. The firm fully embraces the latest technology to maximise planning time for advisers and minimise client cost and thus enhance the client experience. We have designed a unique range of processes to further optimise the overall wealth of each client - this includes our offering a carefully designed range of quarterly monitored portfolios for any existing investment or pension provider for any client whether they are just st...
My approach is to truly listen to your story, define what you want to achieve financially and help you build a strategy for success.There is no cost to our first meeting. You probably have big questions about your finances, retirement prospects or pension plans and it’s important for me to provide timely and meaningful advice. What to expect when working with me:? Independence. I’m not tied to any product, provider or service; I’m only interested in what’s most beneficial to you. ? Trans...
Our experience tells us, that if you feel confident with your finances, you will have the financial freedom to enjoy what is important to you. With this in mind, we offer clear, fair, and impartial advice that you can trust. We are a friendly, honest and reliable family business. Offering you clear, personal, Independent Financial Advice that you can trust.Our philosophy is to build a trusting and long-term relationship with you, enabling us to fulfil the potential of your investments for a more...
At Taylored Financial Planning we take time to understand your financial objectives and provide you with solutions to help you meet them. Main Branch in Winchester and address is 26 City Business Centre, Hyde Street, Winchester, SO23 7TAFinancial Adviser Simon Attewell works out of Reading Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection ...
Experienced Independent Financial Consultant, skilled in providing Holistic Financial Planning to individuals and corporate clients including Retirement and Intergenerational Planning, Investment Advice, and Business succession and continuity planning. I work closely with private and corporate clients, supporting them in building and implementing long-term Strategic Financial Plans. I assist clients in growing and protecting their wealth during their active careers as well as planning for a secu...
A personal and professional service for pensions and investments. We help people achieve a better financial future. We offer investment, pension and protection advice to private individuals, and we advise businesses on corporate pensions and employee insurance schemes. Our team of fully qualified financial advisers is supported by paraplanners and an experienced team of administrators. The company is authorised and regulated by the Financial Conduct Authority (FCA). Pensions & retirement: Pensi...
I would welcome the opportunity to meet with you to explain how our proposition might match with your expectations. We can advise on all aspects of your finances, taking you and your family from cradle to grave with the most suitable financial solutions that will help you make the most of your money.We pride ourselves on offering the most appropriate advice on your finances – whatever your circumstances – for now and for the future, so that your financial goals and aspirations are met.Becaus...
Need Financial Advice. Look no further for Expert Independent Advice. We Offer a Truly Personal and Professional Service. Welcome to Advies Private Clients LLP, providers of financial services including pensions, investments and financial planning, delivered with a unique approach that combines modern technology with traditional customer service.If you choose to become an Advies client, we will work with you to implement and maintain a financial strategy to meet your needs.This will assist you a...
With over 12 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment. Duncan Pilgrim is an independent financial adviser with a wealth of experience in all aspects of financial planning and pensions.For jargon free comprehensive advice tailored to meet your individual requirements please arrange a free consultation without obligation today. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investm...
Chartered Financial Planners providing advice to clients seeking to make well considered and planned, good decisions with their personal finances. We are one of only a handful offer of firms in the UK who are Chartered Financial Planners and certified as fully complying with BS8577 (the British Standard for financial planning and advisory firms). We consistently appear in the Citywire and New Model Advisers Top 100 Firms in the UK and offer a distinctive approach to our clients and their financi...
Reassuring specialist advice on care fees planning, retirement and pensions, life assurance and investments. Be understood, not sold to. Female advisers to help with general financial planning, or SOLLA Accredited specialist care fees advice. 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 plannin...
We provide wealth management and specialist discretionary investment to private individuals and trustees, both in the UK and internationally. We combine investment management with financial planning, and act for both UK and international clients. Our advisers are highly qualified as Chartered Wealth Managers and Certified Financial Planners. Our Managing Director is a Chartered Wealth Manager and a Fellow (Financial Planning) of the Chartered Institute for Securities and Investment. Pensions & r...
Independent Financial Advice with personal service.Free initial discussion and appointment available at our offices in Fareham and Lee-on-the-Solent or at the convenience of your home.Over 10 years industry experience. I am an independent financial adviser offering advice relating to investments, pensions, life cover and estate planning. I also provide residential and buy to let mortgage advice. I have over 10 years’ experience within the industry, offering a wealth of knowledge covering pensi...
I cant predict the future... but I can prepare for it At Prosperity we deliver professional independent advice to our clients, using our core principles of integrity, fairness & respect. As a national client-facing service business, nothing is more important to us than ensuring you are at the core of everything we do. This commitment means offering advice and managing your portfolio in a way that is reflective of your personal circumstances. Pensions & retirement: Pensions & retirement planning...
We are a local, professional firm of financial advisers. Our focus is on helping you understand and make the most of your money. Abbotstone is a professional firm offering a bespoke service to our clients. We are an independent firm, offering the full range of financial planning services. Abbotstone Financial Solutions is an Appointed Representative of Julian Harris Financial Consultants. FCA number 153566.The performance of your investments is subject to risk(s). Its performance may fluctuate b...
Personal, Professional and Truly Independent Advice. Lane Financial Management Ltd. has been meeting client’s financial aspirations and helping to resolve their financial problems for many years in the highly regulated world of financial services. Since the early 1980’s, the company has evolved into a dynamic team of advisers with the experience and qualifications to assist you in making and reviewing those important decisions that significantly influence you (and of course your family’s) ...
Independent Financial Advisers Simon has worked in Financial Services since May 1987. Initially as a stockbroker in both the UK and America before retraining to become a financial adviser in 2005.The first appointment is always at our cost. As Independent Financial Advisers there are different ways that we can be remunerated for our services and this will be explained clearly at our meeting and provided in writing. Pensions & retirement: Pensions & retirement planning Financial planning: Weal...
Chester Rose Financial Planning specialises in lifetime financial planning, investments, pensions, long term care advice and protection. In order to help you understand perhaps a little better I’ll tell you a very brief story. I know an 84-year-old lady who was brought up during the war in a time of rationing and who has been conditioned not to borrow and instead to save everything for her future. She was married but sadly her husband died of cancer at just 63 before they had TIME to start spe...
Expertise. Fairly Priced My degree was in Materials Science from the University of Birmingham where I went on to complete a Masters. Even at that age, I realised that I had a love for analysis and research. I thrive on building an amazing relationship with my clients. There is so much information and knowledge that we can share and that’s something I love about my job and the industry. I take that data and translate it into understandable bite size chunks of information for the client. This gi...
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