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My business provides basic and advanced solutions for clients want to write or update their Will and Estate Planning. I can provide guidance over the phone or in the form or printed information about the services I can proved. I operate face to face or remotely. I also operate as a Financial Planner with Sandringham Financial Partners Ltd a National Independent advice firm with 180 advisers.
My name is James Paul, I am a diploma qualified financial advisor and Partner at True Potential Wealth Management. (FCA Number - 529810) My career began over 15 years ago and during my time at RBS and Santander (ex- Alliance & Leicester). As an Independent adviser I helped many individuals and their families define and aim for their financial goals. This experience has enabled me to gain a wealth of knowledge and expertise.
Bosworth Wealth Management is a provider of straightforward, honest and professional advice. Our analysis, support and technology will free up time to focus on you and your family – we value our client relationships and enjoy seeing clients achieve their goals.
Uk
Alexander Grace is a Chartered firm of independently minded Financial Planners specialising in the advice and management around pensions and investments. We've been helping clients navigate complex financial markets since 2001 and from those very early days our business has evolved through client and professional recommendations. We are based very near the NEC and airport as well as the M42 Junction 6 close to Solihull.
I provide tailored financial advice to both personal and business clients, which is completely independent – this means it is unbiased and impartial from the entire market of financial services products. I live in Stone, and am based in the Staffordshire area. I have over 20 years’ experience of delivering down to earth, jargon-free financial advice and have helped many clients along with the way!
Cheshire
Expect the very best quality financial advice and top class service from Lyon & Co LLP. Our approach is simple - we are friendly, approachable and helpful and we communicate with you in plain English. We are primarily interested in what YOU want to achieve and we are willing to commit to working with you towards YOUR goals over the coming years. We are truly independent.
Staffordshire
The services we provide: In today's complex financial world, we help clients in a number of ways, including: Estate Planning Service - Wills, Severance of Tenancy, Power of Attorneys, Living Wills, IHT planning, Trusts, Probate, prepaid Funeral Plans. Savings and investment - making sure our clients get the best return on their money. Retirement planning - Helping our clients save for their retirement and plan how to spend their savings in their later years.
Staffordshire
As Chartered Financial Planners we offer independent, professional advice on Pensions and Investments. Medics Wealth Management provide independent financial advice and wealth management. Based in Tamworth in Staffordshire, we assist clients across the wider Midlands area and nationally. Whether it's a matter of planning for your future financial security, protecting your family against the unexpected, or managing your present and future tax liabilities we provide tailor-made solutions to meet your needs.
Richard Deathridge
We were first time buyers and Medics Wealth managed to get us a mortage at a great rate which we were really happy with. The process was challenging as i am self employed so had to provide a lot more information but that was not down to Medic wealth as they were professional all the way and always on hand to offer advise. We would definitely recommend.
Offering personalised advice that is tailored to your individual circumstances and financial objectives, I am proud to have built many long-lasting relationships over the last 20+ years in the industry. Financial planning is complex, but that doesn’t mean it has to be difficult. I am personally committed to ensuring you feel comfortable, informed, and supported at each stage of your financial planning journey.
Fiscal Wealth Planning Limited was established in 2019 with a team which has decades of experience in the financial services industry and specialises in multi generation wealth planning. Our clients are introduced to us almost exclusively through existing relationships and we pride ourselves on not only supporting our clients to meet their financial aspirations but also in supporting multiple generations across our client families.
Staffordshire
Impartial, professional and friendly financial advice on Investments, Pensions, Mortgages, Equity Release, Life and Health Insurances. Based in Tamworth in Staffordshire, we also assist clients across the wider Midlands area. Whether it's a matter of planning for your financial future, buying a new house, protecting your family against the unexpected, or releasing the value tied up in your home we provide tailor-made solutions to meet your needs.
David Eades
I have been dealing with Ian Yeomans for the past couple of months as a first time buyer. Ian, from day one has been genuinely incredible. Extremely efficient, knowledgeable and professional. Ian is a very personable and approachable gentleman. He has advised us and guided us every single step of the way going above and beyond on a daily basis. He has answered every single petty question of mine for a long time now that really helped reassure us that all was in hand, which I can only apologise for ! The overall mortgage process can be extremely daunting, particularly for those of us that haven't been through it before and it has just been made so much easier with Ian's help. If I could give more than 5 stars I absolutely would. Thank you for all you have done for us and we can't wait to move into our new home in a few weeks time. We have the house we love, at the best rate possible with minimal delays and it is without question down to you, so thank you again !
Staffordshire
At Paladin, we are dedicated to providing you unbiased independent advice with a high level of service. We offer a range of financial services, backed by our team of Independent Financial Advisers, including a specialist Pension expert. So whatever you're looking for, at Paladin you're safe in the knowledge that we've got just the expert team waiting in the wings to be of assistance.
