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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.
Surrey
During COVID 19: We are not at our offices and work from home, we are carrying out electronic meetings mainly using Zoom and Teams. We are a financial planning service, working primarily with clients who are, or who will shortly be retired. We have more than 50 years experience advising clients how to invest effectively, how to use their pensions, how to save tax and pass on more of their wealth to their family.
Peterdalton
I needed to look at my pensions which hadn’t been performing as well as I’d hoped and Mark carried out a very thorough risk assessment which In turn resulted in his recommendation to move funds. We did this and my pension has increased despite the current political climate ! We also looked at other matters and I have to say it was all explained simply and without the use of too much IFA jargon which suited me ! Lovely Bloke and I’d recommend him to anyone. Whatever your circumstances
Surrey
About Us Bigmore Associates Ltd are a financial services business which provides independent financial advice to a broad range of private individuals, trusts and small businesses. Formed in 1971 the business is run from offices in Walton on Thames ,Surrey, and prides itself on providing financial counselling, financial planning, investment management and asset protection services to clients spread across the UK and Internationally.
A Google User
IFAs who are straightforward, completely transparent and who give excellent financial advice across a whole portfolio of products including mortgages, pensions, medical insurance as well as general investment are few and far between. This is one such company. Highly recommended. And they always speak plain English too.
Blacktower Financial Management was formed in 1986 to provide independent wealth management advice and a bespoke service for individual clients. Having celebrated more than 30 years in business, our independent financial advisers continually keep pace with the changing needs of our customers, regulations and legislation. Andrew Hains IFA has been working in Financial Services since January 2000 and provides UK financial advice as well as international advice for EU/EEA/UAE residents.
Unbiased Independent Financial Advisers Ltd are Independent Financial Adviser (IFA). We specialise in Pensions, retirement Planning, Investment and Savings, Inheritance tax, Life Insurance, Income Protection and Critical Illness cove I am Chartered Independent Financial Adviser - with the aim of guiding our clients through the financial maze to achieve their objectives. We can review and analyse your individual circumstances (including risk profiling and existing schemes), and always provide the first consultation free of charge no matter what the enquiry.
United kingdom
The Blacktower Group was formed in 1986 to provide independent wealth management advice and a bespoke service for both individual and corporate clients. Having celebrated more than 30 years in business, our independent financial advisers continually keep pace with the changing needs of our customers, regulations and legislation. Blacktower Financial Management offers a service which can provide a truly long-term approach to client finances, as we can support our clients both now and in the future due to our already successful internal training system.
Surrey
Independent financial advice Personal -savings, investments, pensions and retirement, life, health and income insurance Corporate - pensions, autoenrolment, keyman insurances, relevant life insurance, directors/partners share protection, group life and health insurance
We care for personal and business assets. Edale helps clients plan for today, tomorrow and the unexpected, making the path ahead easier. We are business advisers too for numerous business support programmes across the UK and overseas. We have worked with Worcestershire County Council. Coventry and Warwickshire, Tees Valley, Norfolk Council and others.
I am a financial planner and can assist you in all areas of your financial planning. I am independent, meaning that I am not tied to offering products from one particular company - an increasingly common practice. Working in financial services since 2002, I have dedicated my work to helping people to realise their dreams. Rather than boring you with jargon, my goal is to understand what you hope to achieve, whether it's as simple as having enough money to live on, to pass on wealth to the next generation, or perhaps something more extravagant.
Bright Blue Wealth is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve goals; we take time to explain our recommendations and advice as well as explore with clients the different options and routes open to them.
We are an honest, passionate, enthusiastic and very experienced team of mortgage and insurance experts. Our mortgage and insurance experts pride themselves on listening to what your current and future objectives are. We then work closely with you to achieve those goals. “No matter what your situation, we will endeavour to find you the best mortgage and protection deal in the marketplace.
Paul Boxall
I’ve just used Barry's services for the second time upon expiry of the first mortgage he brokered for me. As with the 1st time, Barry provided options and advice, catering to my specific Mortgage requirements. He handled everything for me with minimal fuss and completely removed all the hassle you would get if you attempted to complete the process yourself, irrespective of whether you are keeping your existing lender or not.
Surrey
We are a Chartered Financial Planning company based in Reigate Surrey and offer financial planning services covering the following areas: Investment Pre and Post retirement planning Defined Benefit transfer advice Later life advice Equity release Family protection - life, critical illness and income protection Corporate planning
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 and transactional charges) should be clear and affordable to those with even a relatively modest portfolio value.
England
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way. Managing your wealth can be complex and time-consuming.
Surrey
We provide financial planning and investment management services (pensions, private wealth and trust funds) to about 500 clients in and around Guildford. See our website (www.priceferguson.com) for a lot more detail. i.e. Profiles for all the principles, a promotional video and video testimonials.
We are a small firm of highly qualified financial advisers given personal advice to a those at or approaching retirement.
United Kingdom
The Blacktower Group was formed in 1986 to provide independent wealth management advice and a bespoke service for both individual and corporate clients. Having celebrated more than 30 years in business, our independent financial advisers continually keep pace with the changing needs of our customers, regulations and legislation. Blacktower Financial Management offers a service which can provide a truly long-term approach to client finances, as we can support our clients both now and in the future due to our already successful internal training system. Our forward thinking approach to financial services encourages client interaction, engagement and education across the generations. The world of investment and financial planning services is complex and, even if you are financially aware, finding the right solutions is time consuming. That’s why we are here. With our knowledge and expertise, we can save you time, money and bring you peace of mind. We want to help you achieve your financial aspirations, and realise some dreams. So, we’re there for you at all the key moments in your life. We believe our role is to listen and understand your needs. Then we use our experience to find the right outcome for your circumstances, whether that's personal or business, at home or abroad.
I thoroughly enjoy helping clients achieve their lifestyle goals and feel complete job satisfaction from aiding them with a financial plan and assisting them at every stage throughout their journey.
I have worked successfully in the Financial Services Industry for over 22 years, working for companies such as Skandia/Old Mutual and Quilter PLC. Throughout this journey i assisted other Financial Advisers implement solutions that met their client’s needs in areas such as pension planning, tax planning, IHT and wealth preservation. I then wanted to use my skills and experience gained over this long amount of time to work directly with the end client as i thoroughly enjoy the feeling of being involved in assisting and guiding an individual achieve their goals and aspirations.
I am Fully independent meaning i have no restrictions and can search the entire financial market when looking for the appropriate solutions for your needs.
We also have 12 office around the world so any plan we put in place we can assure is robust and transportable wherever you may eventually reside.
