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Westminster
Here at Open Financial Advice, we believe in full transparency, a breadth of full whole of market financial advice and an excellent customer experience, within working hours designed to best suit the needs of our clients. We're available for appointments up to 9pm Monday to Thursday and to 5pm on Fridays. With over a decade of experience within Financial Services, generating a wide financial advice knowledge base, nurturing industry relationships with associated investment firms, lenders and insurers, we will find the right solution for you!
Joe Hermiston
Over the past 15 years I have invested and had financial advice from a range of companies. Aaron has always provided me with the most personalised service and I have only had fantastic advice on mortgages and other investments. I would truly recommend him to anyone looking for personalised support and advice.
Westminster
Moneysprite is here to cut through all the hassle, the red tape and the bureaucracy of the financial services market to deliver a great, simple to use one stop shop for all your insurance, investment and mortgage needs. What is more, Moneysprite is truly customer focused and ensures that everything will always be explained clearly, precisely and in a friendly manner! Moneysprite offers a plain and simple approach - we do the leg work for you whilst you stay happy in the knowledge that we will obtain great deals on mortgages, investments and insurance for you with well known brands you already know and trust.
Peggy Picano-Nacci
We would highly recommend Aline as a Financial Adviser - she is professional, straight-to-the-point yet approachable, explaining things in layman's terms.
Our case was a little special, with one of us being recently self-employed, a difficult lease, etc. She very patiently explained the various options available to us, which she researched thoroughly as well. She always had our own interests at heart which we very much appreciated. If you are looking for someone to make this process a little easier, then she is your person! Thank you Aline, for all you have done!
Westminster
I am a qualified independent financial adviser, with the skills and expertise required to provide a tailored service to my clients based on their financial situation. I believe that trust is the key to creating the long-lasting adviser-client relationship’s that will benefit all parties involved. In recent years, I have mainly focused on private individuals and small companies;
Westminster
Integris Wealth provides independent financial advice to individuals and companies. The business was set up to challenge the traditional way IFA businesses operate, as we felt that our industry needed to be more transparent, by offering clients real value for money. We took the decision to charge fixed fee's for our services including ongoing advice and we will not charge a percentage of your assets.
Westminster
Prospera Wealth Management LLP, Senior Partner Practice of St. James's Place Wealth Management LLP. I am listed in the 2019, 2020 & 2021 Guide to the UK's Top Rated Financial Advisers. Working with professionals, self employed and business owners, I provide tailored financial solutions. Based in London with national coverage, I guide my clients through the process to make it as straight forward as possible and go above and beyond to help you achieve your goals.
Westminster
Our History- The future of blockchain Hyperion Capital was founded in 2009 by Matteo Sergi and a group of expert exchange market traders. After long consultations and analytical investigation of brokerage service market it was decided to create a company, which could fill unsatisfied demand in the area of trust asset management services on the Forex market. At the initial stage company's business was focused on providing trust services to a relatively small coterie of institutional and big private investors.
Westminster
We are different from all other cask whisky brokers. We have registered with the FCA and have qualified to offer finance. We are also the first company to be able to offer client accounts meaning clients have irrefutable proof of ownership. We pride ourselves on offering great products, great returns, and great security.
Jerry Kopec
Fantastic Service.. Dean has had patience and professionalism with my wife and I in purchasing our first cask of Whiskey. Answered every question in great detail and I look forward to what the future holds. I would recommend Celtic's service to anyone that is looking to enter the Whiskey market... Your in good hands !!!
Westminster
For over 30 years we have exclusively worked with Investment Funds to generate high yields for clients. Experts at navigating the complexities of today’s financial world, we ensure your wealth works for you.
Westminster
Gold Griffin - Wealth Planning provides the highest level of Independent Financial Planning Advice and Wealth Planning Services. We offer a Whole of UK service. "PLEASE PRESS - MORE - IN BLUE BELOW - TO SEE LOTS MORE DETAILS": _____________________________________________________________________________________________ In my capacity as Director | IFA, I have over 25 years experience within regulated Financial Services.
Westminster
- We provide creative and innovative designs that reflect the culture and heritage of our clients. - Our team of experienced professionals use the latest technology to bring your projects to life. - We are committed to providing quality services that exceed client expectations. - Our mission is to deliver beautiful, timeless design that enhances the lives of our clients and their communities.
Westminster
We listen, don't judge and offer jargon-free whole of market independent financial and mortgage advice. It's your money. You should be able to fully understand what your options are regarding your savings and assets. We offer a free encrypted messaging service so that you are protected from scams when discussing or providing relevant documentation to us in order to help you.
Westminster
We provide investors with investment advice for bitcoin and other cryptocurrencies. We’re rather good at what we do too - our model portfolio returned over 150% in 2019. If you’re interested in gaining a risk managed exposure to cryptocurrencies, get in touch and see how we can help.
Empire Wealth is a boutique Financial Advice firm based in Mayfair. We believe it is important and our responsibility to provide holistic financial advice and act solely in the best interest of each of our clients at all times. We have no “hidden agenda” and our sole purpose is to work towards your goals (not ours). Financial wellbeing means different things to people at various stages of their lives. Perhaps for you it means set- ting financial goals and achieving them or maybe it means contacting an investment adviser to support you in developing a plan for your assets. Your priority may be retirement planning because you’ll want the freedom to make decisions based on what’s right for you, not just on what you can afford. At Empire Wealth, we know from experience that solid financial planning is the best place to start your financial wellbeing journey. We get to know you and what’s important to you, tailoring your plan to suit the outcomes you want to achieve. Our financial advisers team up with you for the long term, partnering with you every step of the way. From the team at Empire Wealth, thank you for visiting us and we hope to hear from you soon!
There are a lot of things that I love about my job but the following are the top ten:
People’s backgrounds
I love to hear about people’s pasts, what’s important to them, and where they’re headed. Everyone’s path is unique, and I gain wisdom from each and every one of my clients and colleagues.
Knowing what to do
Planning for the future is SO important. Businesses establish plans so they can see how they are doing in the short-term and long-term. Individuals and families need this as well…possibly even more so! It is crucial because making small changes today can pay off in big ways later.
Applying, implementing the strategies
Recommendations for wealth management strategies apply to me and my family – whether it’s estate planning, investment management, tax planning, insurance planning, and/or retirement planning. Keeping up to date with the latest strategies and techniques I learn what can be done and what not to do, but most of the time these nuggets of wisdom apply to my own life and finances.
Collaboration
Working with others really allows us all to do our best – whether it’s internal firm colleagues or great partners with specialties outside the firm. My job is to bring it all together for clients to ensure they get good advice to help them accomplish what’s important to them.
Keeping abreast of changes
Thank goodness this is not a static field of work. From rules, regulations, tools, and planning techniques to changes, improvements and new hurdles, I really like to learn and push myself ─ and others ─ to think differently.
Thinking outside the box
Just as I am always learning, no client situation is the same…this definitely keeps me on my toes! Case by case: Goals are unique; facts and figures are different; and priorities change.
Positive impact on Clients’ Lives
It is music to my ears to hear directly from clients about how I have, or our firm has, had a positive impact on their lives – usually these are financial decisions, but sometimes it applies in other areas. Again and again, I say to myself, “This is why I do what I do.”
Working with great people
The biggest reason I love what I do is – the people. My clients, my colleagues, the advisors with whom we work…I cannot say enough great things. I am blessed.
