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Nottinghamshire
Our services are primarily designed for people typically in their 30’s and 40’s with successful careers or who have set up their own business. Crucially, you will feel like you’ve reached a point where your own knowledge about finances feels limited and you want to explore how a professional can help you. We are financial planning experts, and we offer our services in a unique way:
Amir
What were the circumstances that caused you to look for a IFA?
As someone who is very under-educated in this area, I needed to find an expert for advice. I found just that in Rebecca.
How did Rebecca Aldridge help you?
Through her patient and intelligent questioning, Rebecca helped me to understand my situation in detail and exactly what I needed to do to move forward. She is very positive, knowledgable and I would recommend her in a heartbeat.
What is your current situation? Have you seen the outcome you were hoping for?
Although I saw Rebecca just yesterday, I already have felt the benefits of her consultancy. I have a plan to move forward and a much clearer vision of my goals and targets.
Lancashire
We are a specialist annuity intermediary offering our customers an annuity comparison service. Our hassle-free annuity service enables you to get the most out of your pension savings, which is of paramount importance when deciding which route to take at retirement. We research the whole of the UK annuity market to find if there are annuity rates higher than your current pension provider is offering.
Whole of market mortgage and protection insurance broker DB pension advice and transfers Pensions , investments & savings Wills and estate planning
Nottinghamshire
We pride ourselves on providing the best service to our valued clients. We can provide financial planning to Private clients and also to our Business clients. Our services include pension planning, pension reviewing, Auto Enrolment requirements for businesses, savings and investments, protection for personal clients and also for Business clients. We look at inheritance tax planning for our clients.
David Taylor
Me and my partner have recently taken out a mortgage through Phil and his team. Being self employed we was slightly apprehensive about securing a mortgage, however Phil was incredibly straight talking and honest about what options were available to us. The advice and information we received was incredibly helpful and we will definitely returning for our renewal.
Nottinghamshire
Credencis offers bespoke financial planning & management services for your pensions and investments to both individuals and companies throughout the UK. In particular Credencis can offer expert advice on the matter of releasing benefits from your pension plans. Ensuring that you get the correct advice is crucial to the successful management of the fund. As Independent Financial Advisers we can also advise you on specialist areas including Savings and Investments, and all Retirement Planning including SIPP’s, SSAS’s, Pension Transfers, Annuities, and Pension Drawdown.
Mark Vaughan
Brian Flindall has been our financial advisor for many years and his patient, easy helpful attitude and great financial knowledge has saved us countless pounds on mortgage payments and many other services to the extent we have no need to search for other sources of financial help. We recommend him to all our family and friends.
Rutland
Established in 2005, Smith Eliot Financial Management is a strong family business, built on strong family values. Values such as respect, honesty and trust. Earning the long-term trust of our clients has been a guiding principle since this firm was established more than 30 years ago. It’s one of the reasons why so many of our original clients still choose us and recommend us to their family and friends.
Martin Whitefoot
I have used Smith Eliot on two occasions now to arrange a mortgage. Charlotte and Craig have been absolutely brilliant. Super responsive, quick and they go above and beyond. I feel like I'm working with friends because they care and put service at the absolute forefront of what they do. I would highly recommend them and will be letting all my friends know how good they are - 10*
Hampshire
I have over 30 years experience within regulated Financial Services. RetireInvest Limited is an appointed representative of Quilter Financial Services Limited, who are authorised and regulated by the Financial Conduct Authority. RetireInvest Limited is Registered in England and Wales, No: 09916200. Registered Address: 4 Finkin Street, Grantham, Lincolnshire, NG31 6QZ.
What have clients said in the past? 'Friendly and approachable but always professional.' 'Experienced and knowledgeable instilling trust.' 'Always interested and enthusiastic.' 'Feel confident and secure giving me peace of mind.'
Dominique Fahey
My sons had been pushing me for years to enlist the help and advice from a wealth manager but it looked so complicated I kept backing away from the idea.
Going forward I took the plunge with Sampson Wright wealth management following a personal recommendation and haven’t looked back. Roger made me feel completely at ease from our first (of very many)! phone calls and with his immense patience and expert knowledge I had answers to all my questions and am ready to embark on my journey of investment totally secure in my decision.
My sons also wish to thank Sampson Wright.
steve baxter
I found Mark very friendly and extremely professional in answering all my questions regarding planning my future finances. He has introduced me to a simple regular savings plan and has helped me set up a private pension plan. This is definitely the start of a long term financial relationship not only for me but all my family too. Finding someone you can trust with your money is a minefield but I can definitely recommend it will grow in the safe hands of Blowfish !!
Nottinghamshire
We pride ourselves on providing the best service to our valued clients. We can provide financial planning to Private clients and also to our Business clients. Our services include pension planning, pension reviewing, Auto Enrolment requirements for businesses, savings and investments, protection for personal clients and also for Business clients. We look at inheritance tax planning for our clients. We focus on a quality service which leads to long standing professional relationships.
Meeting new people all of the time. Being able to walk away from a client knowing that you have helped and guided them in an area which sometimes can be a bit daunting for them. You gain someone's trust and they become clients for life along with their family members, you almost feel like you have become part of their extended family. Gaining their trust is a massive part of making my business work, they have to discuss things about their finances that probably even their own families aren't aware of. Recognition of your gained trust is when a friend of theirs calls you to say you have been recommended, that's when you know you have done a good job for your client.
After many years in a bank I became institutionalised, albeit I loved being part of a big bank for many years I was always inquisitive as to what it was like in the big wide world. The opportunity came for me a couple of years ago and have never looked back. The freedom of being able to spend as much time with your clients as they need, instead of being ruled by hourly slots in a bank. The face to face service that my clients love in the comfort of their own home or environment. The flexibility of being able to see a client out of normal business hours to suit their own commitments. You can truly give excellent customer service that your clients want and deserve.
Every client has different circumstances and different levels' of understanding and want you to fit around their needs. My approach is flexible whilst remaining professional and can offer a multitude of services for them. I am married and have three children and I totally understand life's challenges and can relate to what we have to deal with in our everyday life and therefore I am realistic as well in my approach.
