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Independent Financial Advisors in Doncaster ready to help


The Mortgage Hut

The Mortgage Hut

The Mortgage Hut is verified Certificate of Excellence 2019

Providers of award winning mortgage advice across the UK. We have access to over 90 lenders and 12,000 products, so one of our professional, approachable and qualified advisers can help. 

Spires Independent

Spires Independent

Spires Independent is verified Certificate of Excellence 2019

At Spires Independent 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 transfer expert. So whatever you're looking for, at Spires Independent you're safe in the knowledge that we've got just the expert team waiting in the wings to be of assistance.  

Martin Jones Wealth Management

Martin Jones Wealth Management

Hello my name is Martin Jones, I am a Financial Commentator. I used to be a FSA Regulated IFA but now I now help clients make the most of they & their families' money & assets by monitoring their investments / keep track of their assets (property, plant, vehicles, planes & boats etc) and advising what to say, to ask or tell their Financial Advisor, Wealth Manager, Bank Manager, Estate Agent, Mortgage Advisor, Accountant & the HMRC or by being the virtual company secretary for their various Limited Companies. At the time of writing this I help look after over £32m worth of clients assets (60% property & business assets / 40% equity & cash assets). My client base is very diverse from little old ladies to minor Arab royalty here in the UK. One of the first things I often do for clients is make sure they have a valid Will and suitable LPA's are in place, as a result I often also get involved with Probate Issues concerning clients family members who have passed away (often unfortunately with a valid Will). I am normally paid a retainer or charge for one of pieces of work. 

LBA Global Partners Ltd

LBA Global Partners Ltd

LBA Global Partners is your leading partner for UK and International Business & Legal Advisory services. We specialise in Wills, Trusts, UK & International Tax, Legal Advisory and Regulatory reporting services. We also provide UK and Global Immigration Services. 

Pia FS

Pia FS

 

Captec Wealth Group

Captec Wealth Group

Captec Wealth Group is verified Certificate of Excellence 2019

The Captec Wealth Group was established in 2015 to absorb as much of the stress and time involved in growing and managing an active investment portfolio, whilst reducing costs and securing discounts wherever possible. It isn't necessary for successful investing to become a full time job. Through our investment structures and our access to high quality new-build apartments in strategically chosen high growth areas in The UK, we aim to help our clients maximise their returns from property & other investment products in a hassle free way to free up time for the things that really matter. The Captec Wealth Group of companies have been structured to work hand in hand to source and provide bespoke investment products based on our individual client’s requests. Captec Wealth Group believes in “efficient wealth creation through strategic investing” Captec Investments: An alternative investment consultancy, focused on raising capital through equity & debt/fixed income vehicles.. Captec Developments: A Property Investment Consultancy that aims to remove the uncertainty and stress and time involved when buying a new-build property investment. Captec have an extremely in depth due diligence process in place to ensure a development has the key fundamentals to be a good investment, before any proposal is put in front of an investor. We also specialising in sourcing, structuring and distributing off-market UK development level property projects across a variety of sectors (PRS, Student) and geographical locations. 

Mortgage Xperts

Mortgage Xperts

 

Ideal Financial Management Ltd

Ideal Financial Management Ltd

Ideal Financial Management Ltd is verified Certificate of Excellence 2019

We are a Chartered Financial Planning firm based in Doncaster. Our mission is to help you to identify your goals and objectives and then put a financial plan in place that gives you the best possible chance of achieving them. We work well with business owners and those of you who want to make the right decisions around your retirement.  

Wayne Graham True Potential Wealth Management LLP

Wayne Graham True Potential Wealth Management LLP

Wayne Graham True Potential Wealth Management LLP is verified Certificate of Excellence 2019

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. 

Equity Release Supermarket

Equity Release Supermarket

Equity Release Supermarket offers a fresh thinking approach to equity release advice. We help you compare deals & interest rates from the whole of the market which include exclusive deals negotiated with some of the UK's leading financial providers. Using a nationwide team of friendly & experienced equity release advisers, we can offer specialist advice from the whole of the market, either face-to-face or over the telephone.  

We Cover Group

We Cover Group

Providing unbeatable customer service is at the heart of everything we do. With us, it’s all about finding you the best policy and the right level of cover. We also monitor our feedback to make sure we're constantly improving to keep you, our customers, happy. 

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national network

Keith Jobson DipPFS, CertSMP - Wealth Management - Independent Financial Adviser (IFA) and Advanced qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants IFA national  network is verified Certificate of Excellence 2019

"I was pleasantly surprised to find out that I was selected by the UK Financial Times (FT) Adviser Publication (23/01/2019) - 'Mystery Shopper's Choice' for (Whole of Market) Independent Financial Advice as the best Independent Financial Adviser (IFA) for providing - Inheritance Tax (IHT) Mitigation Planning Advice. I received a Mystery Shopper's score of 34 out of 35" Contact me if you need IHT mitigation planning Advice. I cover all locations in my service of providing the absolute best quality Whole of Market - Independent Financial Advice. "Send me a request if you need Financial Advice, it will be my pleasure to be of service - thank you - Keith" ********************************** January 2019 - Special Offer ********************************** No client fee on whole of market Mortgage Advice "Contact me for whole of market Mortgage Advice and I there is 'no personal client fee' for you to pay" I can assure you that I can research and source the best mortgage for the following: 1st time buyer, remortgage, Buy to Let and self build "Don't delay, contact me today to save money on your mortgage requirements, please call me on: 07757 139132" I deal with all the Banks, Building Societies and specialist Mortgage Providers Also if you are looking to clear unsecured debt on credit cards, or unsecured loans, on a second charge, I can advise and assist, please call me on: 07757 139132 "Providing financial advice and mortgage advice to assist you in achieving your financial goals, is my goal" "Thank you and I look forward to speaking with you Kind regards - Keith" *************************************************************************************** "I am grateful to be Winner of the Bark Professional 2018 / 2019 - IFA / Advanced Qualified - Mortgage Adviser - Certificate of Excellence Award" *************************************************************************************** Whole of Market Professional - Independent Financial Adviser (IFA) and Advanced Mortgage Advice qualified - Independent Mortgage Adviser (IMA) with Julian Harris Financial Consultants (JHFC) IFA network. I started my career in Financial Services as a regulated Financial Adviser in 1995. As a Whole of Market Professional - Independent Financial Adviser and Mortgage expert, I help my clients achieve their personal goals and ambitions, by structuring financial plans in line with personal objectives. I have access to the whole of market to provide independent financial advice, with some examples being advising on investments, savings plans, pensions, and protection solutions, including: Whole of Market research to source the absolute best Financial Planning solutions, including: * Wealth Management * Investment Planning * Life Assurance - personal and for businesses * Income protection * Critical Illness protection * Tax efficient investment advice * Pension advice * Annuities * Income Drawdown * Tax efficient investments for growth or income * Capital Protected Investments * VCT; EIS; SEIS (on determination of suitability) * Corporate Investments * Ltd Company protection solutions * Ltd Company Relevant Life (offset against Corporation tax) * Regular saving plan options * Inheritance Tax (IHT) planning * Trust advice * School fee planning solutions * Protecting your mortgage * Private Medical Insurance * Whole of Market Mortgages * Self Build Mortgages * HNW (Large) Mortgages * Buildings and contents HNW value, whole of market broking Contact me to arrange a friendly, confidential no obligation FREE initial consultation, by Telephone, Skype or Face to Face. I am able to provide a whole of UK service. Several of my areas of specialisms include: * Removing the complexities and explaining all aspects of financial planning in plain English. * Retirement options and how to retire early. * Investments for Wealth Preservation * Protection Specialist * IHT planning * Schools fee planning * HNW (Large) Mortgages It would be my pleasure to be of service, please feel free to get in touch for a no obligation initial FREE consultation: 07757 139132 "My focus is to provide high quality financial advice and build long term client relationships" ________________________________________________________________________________________________________________________ Financial Services Professional Qualifications: I hold qualifications with the Chartered Institute of Bankers (CIB) CeFA (merit), and the Chartered Insurance Institute (CII) Diploma in Financial Planning -DipPFS and the Advanced Mortgage Advice qualification - CertSMP. I also hold the specialist qualification with the CII in Equity Release - CertCII(ER) ________________________________________________________________________________________________________________ Keith Martin Jobson is an Independent Financial Adviser (IFA) of Julian Harris Financial Consultants - IFA national network, authorised and regulated by the Financial Conduct Authority number: 153566. Company number: 3927189. Registered Office: Julian Harris House, Musgrove, Ashford, Kent, TN23 7UN. ________________________________________________________________________________________________________________ Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.  

SME Finances

SME Finances

 

Regentia Mortgages

Regentia Mortgages

 

financial-advisor-near-me.com

financial-advisor-near-me.com

financial-advisor-near-me.com is verified Certificate of Excellence 2019

 

Mortgage Advice UK

Mortgage Advice UK

Mortgage Advice UK is verified Certificate of Excellence 2019

We offer a professional and reliable services searching the whole UK market. Employing the expertise of a broker can take away the stress of applying for finance for that all important move, helping you to save time and money which could be better spent settling into your new home! We can: - Save you money – by accessing the best deals available on the market - Work closely with you – to find you the right mortgage - Search the “whole mortgage market” – we are not tied in to any lender - Save you time – by not applying to lenders who will not lend to you If you would like to speak to one of our advisors about your mortgage and protection needs you can call us on 0114 250 9100 or email us at info@mortgageadvice.uk.com www.mortgageadvice.uk.com 

Hall-Ward IFA

Hall-Ward IFA

At Hall-Ward IFA we offer expert and unbiased advice on pensions, inheritance tax planning, mortgages and protection. We have years of experience and spend time getting to know you and understand your requirements so that we can find the right solution for you. Retirement planning and pensions - whether you have existing provisions are and looking for a review or setting up your first pension we will find the right solution for you. Investments - if you have an existing portfolio or setting up a new investments portfolio we can provide expert advice. We also offer inheritance tax planning, mortgages and protection. 

Beta Commercial Finance Limited

Beta Commercial Finance Limited

A business finance broker providing businesses and individuals with all aspects of business finance including unsecured loans, commercial mortgages, cashflow funding, asset finance, property development finance and grant funding. We are completely independent in that we work with our customers to find them the best funding solution based upon their needs from the whole market of lenders. 

Wealth Aspirations LLP

Wealth Aspirations LLP

Independent Financial Advisers 

Julian Harris Financial Consultants (Network)

Julian Harris Financial Consultants (Network)

We help navigate you through your financial journey with our six stage process 1. Engage - We explain how we work for you, what you can expect from us and how we charge for our services. We establish how we can add value to you now and in the future. If we agree to work together we set out the terms of our relationship.​ 2. Discover - We delve deep, exploring your personal and financial objectives. We learn about your short term plans and long term aspirations and the things that are most important to you now and in the future. We safeguard your confidentiality and store information securely.​ 3. Analyse - Here we knuckle down and get hard to work researching the whole marketplace identifying financial solutions to meet your agreed objectives. It's the really savvy technical stuff which sets the backbone of the journey ahead. 4. Present - We present your financial plan in a clear transparent jargon free manner. We explain the strategy and how it meets your goals. We navigate you through the journey ahead, confirming your understanding and explaining the potential rewards and drawbacks. 5. Implement - Once you are completely happy and on board with the solutions we recommend, we will set sail and implement your financial plan, the start of your journey to financial independence. 6. Review - We promise not to keep you in the dark, and will monitor the progress of your plan in line with our agreed service level. We will assess if key changes in legislation or your circumstances affect the ongoing suitability of your financial plan. 

Rock Pension Research

Rock Pension Research

We are an independent pension research company that offers a free service for consumers. We only work with fully regulated independent financial advisors across the UK 

Clear Finance

Clear Finance

 

Lincoln Mortgages and Protection

Lincoln Mortgages and Protection

 

Go Futures

Go Futures

Go Futures is an established futures broker which has been in business for over 10 years and is based in Chicago, IL. The company offers their customers access to futures and futures options worldwide. 

Fresh Approach Finance

Fresh Approach Finance

We are a family run business with over 21 years experience in the financial industry. As one of the UK’s leading whole of market mortgage advisors, we promise to find exactly the right mortgage for you from the thousands the market has to offer, offering a whole of market choice that won’t be beaten. Our advice is always impartial and our advisors provide expert mortgage, Life, Will and Pensions advice tailored to suit your individual circumstances, making sure we find the best mortgage deal for you, whether that be for a new house purchase, a remortgage or a buy-to-let mortgage. 

Aci Money

Aci Money

We're a bespoke Financial Information service based in Salford Quays, specialising in lending and investing. Our team is backed by over 35 years in the industry. We provide an array of financial services through our lending, and the competitive, investment arena. Our specialists, collectively have more than 75 years experience in this industry. We offer a personal touch to our clients through our ability to speak 5 different languages, including Arabic, Urdu, Punjabi, Gujarati and Chinese. We offer flexibility with our investments and loans where our competitors quite often struggle with, as we not only have access to the High Street - Conventional lending facilities, we also have access to private venture capital, which is simpler to obtain, competitive in this climate and far more flexible to deal with. So if its flexibility, speed, market leading rates and choice you are looking for, then give us a call or simply complete our ONLINE enquiry form from our website, and we will do all we can to assist.  

Gibson Booth Limited

Gibson Booth Limited

Gibson Booth Limited is verified Certificate of Excellence 2019

You and Your Business: We pride ourselves on our ability to treat businesses personally and help them grow over a long term relationship. We tailor accountancy and business advice solutions to you in a personal, friendly way and have been looking after local businesses in Barnsley and beyond for over 125 years. With a high ratio of directors to staff we are able to provide high levels of client service. Put simply, Gibson Booth is committed to helping you grow your business. We can play a key role in this process as we help and advise with the financial and other aspects of your business. We are uniquely placed to identify un-realised potentials in your business and to suggest ways to fulfill them. We can also help to identify potential weaknesses and suggest appropriate remedial action. You and Your Family: Protecting and improving our personal and family finances are often more important than our business funds. Although we are all different, we all want to pay less tax and make the most of our money. You and Your Business Start-up: Call to see us for a free 1 hour consultation to explore your new business idea. We can help you set up your business and get you off to a great start.  

Company

Company

 

info@yorkshirewillsco.co.uk

info@yorkshirewillsco.co.uk

info@yorkshirewillsco.co.uk is verified Certificate of Excellence 2019

We are based in Barnsley, South Yorkshire and offer 'Fixed Fee Services' wherever possible Instructions can be given either daytime or evening from the privacy of your own home with a legally trained Estate Planning Consultant or by Telephone. Home visits apply only to clients living within 30 miles of our Barnsley office. Success from experience: We provide expert estate planning advice. Our expertise and the experience that comes from being an established local firm guarantee a range of professional, friendly services tailored to meet your needs. 

Online Cricket Betting Tips

Online Cricket Betting Tips

Online Cricket Betting Tips from Astrologer Astro-Raj is the most unique and authentic way to get the Accurate Cricket Match Report over Call or Whatsapp. Astro-Raj's 15 Years of Experience and his knowledge about astrology make him able to give the accurate forecast for today cricket match. He started giving astrology report on cricket matches in 2004 and now he has predicted over 3200 matches with maintaining accuracy of 94%. So, To avail the special offer for yoyur first match you can Call or whatsapp us at: +91-9983599666 

paulhancock@friendscapital.co.uk

paulhancock@friendscapital.co.uk

paulhancock@friendscapital.co.uk is verified Certificate of Excellence 2019

Independent Mortage specialists Any circumstance considered Soft credit search (doesn`t affect your credit rating) Previously refused we can help. CCJ`s & adverse credit ignored. Our Financial Advisors have many years of experience working within the Financial Services sector and are all regulated and authorised by the Financial Conduct Authority. We only get paid once we`ve found and you have accepted the mortgage offer we have found for you. No appointment necessary, all applications can be done by phone & email. 

Create Finance

Create Finance

 

Mortgages Remortgages

Mortgages Remortgages

 

Rotheham

Rotheham

 

Business Loan 4 U

Business Loan 4 U

 

Ramsey

Ramsey

 

1000Pip Builder Forex Signals

1000Pip Builder Forex Signals

At 1000 Pip Builder, we want our subscribers to achieve greater success in Forex trading. Our trusted daily Forex signals have been helping traders to make pips and our results have been independently verified. We perform a thorough technical analysis to provide daily Forex trading signals whenever a trade is opened on our own account, we will send you an E-mail and SMS with all relevant details. Our trading signals include entry price, stop loss and take profit so you can follow exactly the trades we are doing. 

Hang Seng

Hang Seng

 

heritage financial solutions

heritage financial solutions

 

Empire Business Group Ltd

Empire Business Group Ltd

In 2015, Empire Business Group Limited was born while working at the House of Commons as one of the supervisors at facilities department in 2015. After three months, I met my wife who at one point was my business partner, after few years, our relationship broke down in August 2018, then she had to resigned from her duties at EBG Ltd. As a goal driver, EBG Ltd has to sustained and grow. This led me to take full ownership and responsibilities of EBG Ltd. Indeed, Empire Business Group Ltd (EBG Ltd) is a “one stop shop” company which aims to assist and help individuals and organisations new to the UK which are struggling to succeed here or are wishing to boost their prospects, to find their feet, utilise their talents and compete in one of the most rewarding and challenging markets in the world. From consultancy, through development to implementation, we offer a wide range of end to end services across various industries to whoever is desiring to soar to new heights. Either they are individuals or businesses, either it is for their own interest or for the interest of their whole organisation, we aid and personalised solutions to meet their needs are. Students, families, new business owners and corporations, we are here to plug them into the resources they need to thrive. Our core services are : o Legal Advisory and Consultancy o Financial and Accountancy o Technology Consultancy o Business Consultancy o Property Consultancy o Education o Energy Some services in details, such as Accountancy service: Accountancy Services Financial Services Book-keeping Services Payroll Administration Self-Assesment Personal & Corporate Tax Year-end Accounts Preparation Monthly Management Accounts VAT Returns- if registered Annual Company Returns Analysis of Financial Accounts Company registration with Business Bank A/C Insurance........... Today EBG Ltd offers support to individuals and organisations (both private and public), to entrepreneurs and students to help them to smoothly transition to life in the UK. We offer advisory services to overseas businesses looking to relocate or set up a business in the UK. And we consult for UK businesses that wish to source the very best talent from overseas, helping them to ensure that their new staff feel welcomed and at home so they can hit the ground running in their new company. Contact us today on 02039810160 or info@ebg-ltd.com or visit our website: https://www.ebg-ltd.com 

Independent Financial Advisors on Bark


  • We'll reach out to them as well as others, based on your requirements.

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  • Professionals value their reputation on Bark and strive to do a great job for customers they find on our platform.

Example Independent Financial Advisors Barks


How confident are you managing your finances?

Not confident

How old are you?

30-49

Which service(s) do you require?

Retirement planning

What is your approximate annual income before tax?

£30,000 to £49,999

What is the approximate total value of your cash savings and other investments?

£100,000 or more

In which location(s) would you like to meet the advisor?

At the advisor's office

Any additional details?

.

How confident are you managing your finances?

Very confident

How old are you?

30-49

Which service(s) do you require?

Pensions & Annuities

What is your approximate annual income before tax?

£10,000 to £19,999

What is the approximate total value of your cash savings and other investments?

Less than £1,000

In which location(s) would you like to meet the advisor?

At my location

Any additional details?

I have pensions everywhere, as well as AVCs. I would really appreciate advice about managing / rationalising / releasing pension savings.

How confident are you managing your finances?

Very confident

How old are you?

60 or older

Which service(s) do you require?

Retirement planning

What is your approximate annual income before tax?

£30,000 to £49,999

What is the approximate total value of your cash savings and other investments?

£30,000 to £49,999

In which location(s) would you like to meet the advisor?

Internet or phone (no face to face meeting)

Any additional details?

pension transfer


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