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Pick from some of the best providers in your area. With easy access to reviews and direct contact with Financial Advisors, you can be confident with your choice.
Lancashire
Experienced Financial Advisor with a demonstrated history of working in the financial services industry for over 22 years. Skilled in Pension Funds, ISAs, and Self-Invested Personal Pension (SIPP). Member of the PFS and accredited with level four qualifications. Wayne Graham is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority.
Lancashire
As trusted Independent Financial Planners PH7 Provide honest, clear, straight forward advice to clients seeking out help with their Financial Planning Objectives. Working with both corporate and individual clients PH7 pride themselves on their high quality, personal service offering independent advice on financial matters, including Retirement Planning and Investments, whilst recommending suitable financial products from the whole of the market.
Angie Bamber
I was referred to Dan by a good friend I can’t recommend this guy enough!!!! He has looked after me business wise & my staff but personally has helped me out & is still trying to sort out ‘ the mess ‘ another financial advisor made of my investment s You can trust Dan to give you sound , solid advise and to follow it thro helping you all the way In this business he is just the type of guy you need I have & would recommend him in a heart beat The best !!! Angie Fairhurst
I am an independent mortgage and protection broker, I have been in the profession for 30 years since I left school working for family for 18 years and then from 2004 I established my own practice. I am a member of the Society of Mortgage Professionals, I provide honest advice and the highest level of customer service which is a priority to me. I always provide my clients with a professional experience and will support you throughout the process, dealing with your solicitors, estate agents and the mortgage company to ensure your experience is as stress free as possible.
Lancashire
Alston Hill are an independent firm of financial advisers and accountants. Our team is made up of a great set of people who all work towards one common goal: providing great advice that you can trust. Our philosophy is to operate as a cooperative office. A cooperative office provides a range of services and solutions that act together for the common purpose or benefit of the client.
We are an Independent Financial Advisory firm, focused on the traditional facets of an advice business but with an added focus on making sure you have enough money to last for your lifetime – allowing you peace of mind throughout and taking away the worry along the way
Temple Gray Ltd is a Financial Planning Practice, directly authorised and regulated by the Financial Conduct Authority (FCA), with offices in Co. Tyrone and Lancashire. Our clients are based throughout the UK, but we also have deal with clients further afield. Being independent enables us to source the entire marketplace for the best solution/product to suit each client’s unique circumstances.
Lancashire
Experienced Financial Advisor with a demonstrated history of working in the financial services industry for over 22 years. Skilled in Pension Funds, ISAs, and Self-Invested Personal Pension (SIPP). Member of the PFS and accredited with level four qualifications. Wayne Graham is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time.
Giving the right advice is what makes me stand out from the crowd with the best technology to make the advice process slick and efficient.
Flexibility to suit your clients is key so working for yourself makes this the perfect match.
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most.
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. I can simplify your life by addressing all aspects of your financial wellbeing from investments and insurance to tax and estate planning while offering exclusive opportunities.
