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London
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 Financial Solutions, 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.
London
Harmond Capital is a firm built by institution professionals with a single goal, to change the world of finance. Equipped to handle business on all levels, whether working with individuals on investment advice, pension reviews, real estate and mortgage advice, or even business management and finding investment for start-ups and companies, we aim to guide our clients through the maze of their finances to deliver them to the most optimal solutions.
London
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!
London
The Private Office is an award-winning team of independent, Chartered Financial Planning experts working together to protect your wealth. For anyone with pensions, investments and savings totalling £100,000 or more, we are currently offering a free cash flow forecast up to a value of £500. Please ask for more information when you get in touch with us. Our advice is, and always has been fully independent;
London
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!
London
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;
London
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.
Tom
I have known Mark for over 20 years and always turn to him for financial advice even before he became a financial adviser. He has all the knowledge and experience having worked in the financial industry since university, and I will continue to call on him for my future advice.
I will happily refer Mark to anybody I know as he is honest, trustworthy and professional.
London
We believe people need more than a trusted adviser - they need a consistent hand to guide the way over the years to their financial goals. We believe achieving the best financial options for our clients only comes through great customer service. This begins with a regularly-tended financial plan, and extends to a network of professionals who assist clients with matters beyond finance.
London
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.
Daniel DK
What were the circumstances that caused you to look for a financial adviser?
I did not have a financial adviser and I needed my finances reviewed across various areas and Andrew was recommended to me.
How did Andrew Rumbles help you?
He arranged consolidation of pensions, set up a new pension so I can plan for retirement. In addition he arranged a new mortgage and income protection for me.
Have you seen the outcome you were hoping for?
I feel like my financial affairs are being taken care of by an expert and my pension is performing well. I feel much more secure with my finances.
London
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.
London
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.
London
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 !!!
Our vision is to empower individuals and families with institutional methods to achieve financial well being. We value out clients' needs, aspirations and financial goals, providing personalised solutions based on trust, integrity and transparency. We uphold the highest ethical standards, embrace innovation and leverage technology to enhance our services. Our performance comes with our style of a sophisticated approach to investing and wealth building. We educate and empower our clients to enable them to feel confident in their financial future. We go beyond traditional advice firms.
What I love most about my job as a financial adviser is the opportunity to make a meaningful difference in people's lives. Every day, I have the privilege of helping individuals and families navigate their financial journey, empowering them to achieve their goals and secure their future. Building trusted relationships with my clients and witnessing their success and peace of mind is incredibly fulfilling. Knowing that I'm making a positive impact by providing personalised guidance and support is what truly drives my passion for this profession.
What inspired me to start my own business was my experiences of working in the city as a market analyst and trader and also having a deep passion for both finance and helping others achieve their financial goals. Having spent over a decade in London, I have seen the difference in how institutions and the retail market manage their money. Institutional players would have good risk management, take risk to achieve growth, add to positions where they saw opportunities and were extremely detailed and thorough in their approach. Whereas in retail, most tend to be fearful towards taking risk even if it fits their time horizon and appetite, they would also have limited financial protection and overall lacked the expertise and guidance needed. Our vision is to bridge that gap and bring those institutional methods to all of our clients with a mission of offering a holistic, accountable, proactive and personalised service to achieving their financial goals.
Our clients should choose us for the following reasons. Firstly, we bring extensive experience and expertise to the table. Our extensive qualifications cover all core areas of financial planning with a particular specialism in portfolio construction and investment management. With a background spanning over a decade in London's financial industry, including key roles in building a successful proprietary trading firm, we offer a wealth of knowledge and insights that set us apart.
Secondly, our personalised approach sets us apart. We understand that each client's financial situation is unique, and we tailor our advice and strategies accordingly. Whether you're planning for retirement, investing for the future, or seeking financial protection, we take the time to listen to your goals and concerns, providing customised solutions that align with your objectives.
Furthermore, our commitment to transparency and integrity is unwavering. We believe in building long-term relationships based on trust, honesty, and open communication. Our clients can rest assured that their best interests are always our top priority.
Lastly, our dedication to ongoing support sets us apart. We're not just here to provide advice and then disappear – we're committed to being by your side every step of the way, helping you navigate life's financial challenges and opportunities with confidence and peace of mind.
In summary, our combination of experience, personalised service, integrity, and ongoing support make us the ideal choice for clients seeking trusted financial guidance and partnership.
We are pleased to offer our services both remotely and online for the convenience of our clients. While we have physical offices located in London, specifically on Lombard Street, and in Garden City, West Drayton, we understand the importance of flexibility in today's digital age.
Clients can easily access our expertise and guidance from the comfort of their own homes or offices through virtual meetings, phone consultations, or video conferences. Additionally, for those who prefer face-to-face interactions, we are happy to arrange meetings at a local location convenient for our clients or even at their homes if necessary.
To ensure the safety and well-being of our customers during the ongoing COVID-19 pandemic, we have implemented several measures:
-Online Meetings: We now offer the option for online meetings to minimise in-person contact and facilitate remote consultations for our clients' convenience and safety.
- Health and Safety Measures: In our physical offices located in London and Garden City, West Drayton, we strictly adhere to health and safety protocols outlined by the NHS. This includes regular cleaning and disinfection of our premises to maintain a hygienic environment.
- Facemasks: Our team members are prepared to wear facemasks during in-person meetings if preferred by our clients, ensuring an additional layer of protection for everyone involved.
By prioritising these safety measures, we aim to provide our clients with peace of mind and confidence in our commitment to their well-being while continuing to deliver the high-quality financial services they expect from us.
based on 6,723 reviews
The average rating for Bark Financial Advisors in London is 4.74, based on 6,723 reviews.
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