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Independent Financial Advisors in Godstone ready to 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.  

Freedom Equity Release &  Mortgages

Freedom Equity Release & Mortgages

We are highly qualified experts, friendly and approachable whole of market Mortgage Advisers dealing with remortgages, first time buyers, self-employed, Contractors, low or poor credit (CCJs, Defaults, DMOs, IVAs etc.), Buy to Lets with Fixed Rate mortgages, Tracker Mortgages, Repayment Mortgages, Off-set and Flexible Mortgages. We have specialist conveyancers that will help make your case run smoothly, which you can also track online yourself to see what stage you are at. We are also experts in our field with Equity Release Plans (for homeowners over 55) for Home Improvements, Debt Consolidation, to pay off an interest only mortgage, to help family on the property ladder, to fund a holiday home abroad, an amazing holiday or for income in retirement etc. No negative equity guarantees policy. No credit checks. Enhanced terms for ill health. To give some idea, if you are 60 lenders will release approx 30% of your property value, if you are 70 it would be approx. 40% of your property value and with enhanced terms, this can be higher, up to 52% of your property value. We have specialist equity release solicitors on board who are au fait with the equity release process, who know what to do and when and will keep you up to date with events. We can also talk with the solicitors on your behalf to make sure that everything is seamless. In the event of currency transfers abroad - we can even help with that as well, and recommend good reputable Companies to help you move in. We operate in London, Essex, Kent, Herts, Beds & Bucks 

Credenda

Credenda

Credenda is verified Certificate of Excellence 2019

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 

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. 

Key Financial Associates Ltd (London & South East)

Key Financial Associates Ltd (London & South East)

I am an advisor for Key Financial Associates Ltd, covering the North London and Home county areas. We are not tied to any Bank, Building Society, Estate Agent, Insurance Company or Solicitor. We have access to thousands of mortgages within the UK. Mortgage Options available for: First time Buyers. Remortages Buy-to-Let Right-to-Buy Help-to-Buy schemes Commercial Buy-to-Let Advice also available for Mortgage protection, Income Protection, Buildings and Contents and Private Medical Insurance  

Jones Mortgages & Investments

Jones Mortgages & Investments

Jones Mortgages & Investments LTD is highly rated company that offers friendly advice for mortgages, pensions and investments. Our small team is headed up by Paul who has numerous positive reviews from his several years working at the highest levels. His experience and friendly nature means he consistently gets repeat business from satisfied clients. Paul is happy to give all clients his personal mobile number and prides himself on his communication and commitment to delivering on his service. So if you need advice on a mortgage, pension or investment then give him a call.  

Jake Smolarek

Jake Smolarek

Jake Smolarek is verified Certificate of Excellence 2019

WELCOME TO THE FIRST DAY OF YOUR BEST LIFE! Have you ever fantasised about having your own underdog story to tell? If so, then why not enlist the services of a highly experienced entrepreneur-turned-life coach to you to make it a reality. I am an executive, business coach, entrepreneur, and motivational speaker who’s been dubbed the "miracle worker" by my clients. Why? Because I have empowered them to change their lives for the better, permanently. My coaching draws from my experience in starting several businesses and charities, overcoming the very low lows I’ve been through. If your life isn’t as positive and fulfilling as you’d like it to be, if you feel like you’re a character wandering aimlessly through a movie you don’t want to be part of, read closely, because if I got out of the hole in my life, you can surely get out of yours. Years ago, I hit rock bottom. I was bulimic, bankrupt, homeless, depressed, and on the verge of ending my life. But I overcame it all, and now I'm here to help you commit to your passion, beat the odds, and become the best version of you! I am passionate about what I do and value our time together, and every session you and I have will be 100% confidential. You’ll leave each one more determined than ever to give everything you have got, and I’ll equip you with the tools you need to conquer any challenge. If you are passionate about becoming the best version of yourself, then I am passionate about helping you succeed, and succeed you will, because... - I know how it feels to hit rock bottom, and know even better how to bounce back. - I provide personalized coaching tailored to your needs and goals. - For over 10 years I have helped people from all walks of life achieve their greatest ambitions. - I am passionate about what I do and value our time. I will work hard and do my homework, and so will you. - Your initial consultation is free. I will evaluate your situation and explain how I work. This is also your opportunity to evaluate whether I will be a good fit for you. - The session format is flexible. While I believe face-to-face is the most effective format, I am willing to coach over the phone or via Skype if you prefer. - I am not here to just listen to your problems. We are going to change your life and chase your goals! So be prepared. - Every session you and I have will be 100% confidential. I'm going to help you give it your all and endow you with the tools you need to conquer any challenge. Simply put, I know how to take you from where you are now to becoming a peak performer. As much as some other coaches have a great reputation, very few of them have experienced such a drastic change as I have. It’s this unique experience from feeling lower than a worm to feeling on top of the world that gives me the utmost confidence I can radically change your life as no one else can. But I’m just one man, so I only work with a select number of clients each year. So whether you’re a corporate executive, creative genius, a dreamer, or simply just someone who wants to squeeze a little more juice out of life, the time to act is now. My availability doesn’t come often. Don’t hesitate. Make today the day you decided to take action toward living your best life! I offer a free initial consultation session to establish your unique needs and goals. Thanks for looking at my profile, and please get in touch to arrange your free consultation and take the first real step toward living the fullest life you can! 

Touchstone Corporate Limited

Touchstone Corporate Limited

Independent Mortgage and Commercial Finance Brokers. Whole of Market research for residential, buy to let, investment, commercial, development and 2nd charge financing. Master Commercial brokers so we have direct access to all lenders in the UK and package for the majority of new and challenger banks. Whole of Market Protection research and advice covering areas such as Mortgage Protection, Life and Critical Illness cover, Income Protection and Buildings & Contents insurance. 

Umbrella Protect

Umbrella Protect

 

Holder and Combes

Holder and Combes

We are independent mortgage advisors based in the city. Over the years we have had very positive feedback from our existing and new clients, please visit our website to find out more about us. I looking forward to hearing from you, Kind regards Lawrence Poulain.  

Prudence Funding Solution Limited

Prudence Funding Solution Limited

Prudence Funding Solution Limited is verified Certificate of Excellence 2019

I am whole of market mortgage broker I have access to over 130 lenders and 15000 products. I am an advisor for Touchstone corporate Ltd, covering the London and surounding areas. We are not tied to any Bank, Building Society, Estate Agent, Insurance Company or Solicitor. We have access to thousands of mortgages within the UK. We have an in-depth knowledge of the mortgage products available in the entire marketplace and the terms and conditions that apply to each one. High street lenders can only offer a mortgage from their own ranges and can be relatively inflexible on lending criteria, rates and fees Mortgage Options available for: First time Buyers. Remortages Buy-to-Let Right-to-Buy Help-to-Buy schemes Commercial Buy-to-Let Advice also available for Mortgage protection, Income Protection, Buildings and Contents and Private Medical Insurance  

JPS Wealth Management Ltd

JPS Wealth Management Ltd

Tailored financial advice in Sussex, Surrey & London. Investments, retirement planning, inheritance tax planning, life insurance, critical illness cover and business protection.  

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. 

Capital Asset Management

Capital Asset Management

 

Westminster Wealth Management LLP

Westminster Wealth Management LLP

Westminster Wealth Management LLP is a privately owned, London-based independent financial advisory group, providing expert financial advice to a wide range of clients. 

Hitchell Associates LLP

Hitchell Associates LLP

Hitchell Associates LLP is verified Certificate of Excellence 2019

As a family run practice, Hitchell Associates have offered a friendly professional advisory service to clients since 1978. As well as offering expert advice in Investments, Pensions, Mortgages and Financial Protection, we place the needs of our clients at the heart of the business. By getting to know the individual situation, ambitions and attitudes of every client who comes to us, we can apply our expertise to that understanding in order to identify and recommend the most suitable financial solutions that will meet both present and future needs. 

Ablestoke Financial Planning

Ablestoke Financial Planning

Ablestoke Financial Planning is verified Certificate of Excellence 2019

 

Ali Sadat

Ali Sadat

Ali Sadat  is verified Certificate of Excellence 2019

Mather and Murray Financial believe all customers should be able to access quality financial advice no matter what their circumstances. We use state of the art technology and services to provide our clients with the best possible advice in the areas of Mortgages, Insurance, Investments & Pensions. We firmly believe in treating our customers fairly. We have local advisers based in London, Reading, Swindon, Stroud, Bath and Bristol who are happy to see clients in their surrounding areas. Our head office is based in Swindon, Wiltshire and we have access to regional offices so you can choose to see an adviser at your home or place of work or at one of our locations. Your home may be repossessed if you do not keep up repayments on your mortgage Mather and Murray Financial Ltd is authorised and regulated by the Financial Conduct Authority FCA number 696226.  

Canadian Equity Loans

Canadian Equity Loans

The Canadian Equity Loans provide title loan services to individuals and businesses in Vancouver and surrounding areas. The Canadian Equity Loans have rapidly become Canada's most trusted and reliable source for private financing. Accepting applications 24 hours 7 days a week call us at our toll free number 1-844-586-6311 or apply online. 

Discount Mortgages Ltd

Discount Mortgages Ltd

Discount Mortgages cover the whole of market and have qualified mortgage advisers. We cover the following products, residential mortgages, buy to let mortgages, secured loans, bridging finance, life insurance. We are not just brokers but the Directors are also landlords so know exactly what challenges our clients face and as such are in an excellent position to assist. Contact us for a fast and professional service. 

Gateway Financial Consulting Ltd

Gateway Financial Consulting Ltd

We offer Mortgages, Loans & Insurance. Mortgages for all types of clients including self employed, landlords, contractors. Loans for businesses and personal clients. Life Cover , Business Insurance for Loan Protection, Business Continuity & Keyperson Insurance.  

Tax and Reporting Matters Ltd

Tax and Reporting Matters Ltd

Hi there, I am a qualified Tax Adviser and Financial Adviser. We provide a tax return service to the self-employed, Landlords and individuals with complex affairs. For this, we usually charge a fixed fee which is agreed in advance with the client. This means the client knows exactly what they have signed up to. We also provide tax advice in connection capital gains tax and inheritance tax. As a qualified Financial Adviser I can also provide more general Financial advice through my Financial planning business. This gives me a distinct advantage over other tax advisers because some tax planning solutions can only be actioned by a qualified Financial adviser regulated by the FCA. I can also deal with typical financial planning and investment matters such as ISAs, life insurance and pensions. I look forward to working with you.  

Wellings & Williams International

Wellings & Williams International

 

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.  

G11 Financial Mgt Ltd  t/a The Financial Centre

G11 Financial Mgt Ltd t/a The Financial Centre

 

Integris Wealth

Integris Wealth

Integris Wealth is verified Certificate of Excellence 2019

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. We operate a business model similar to solicitors and accountants so you will always know what its going to cost you before we do any work for you. We believe that you have worked hard to earn your money and just because you have more, doesn't mean we should take more from you. We provide fully independent advice and will only recommend the best products and investments from the whole market. We can help you with pensions, investments, family and business protection, as well as a full range of tax planning services including inheritance tax planning. We are also final salary pension specialists and are qualified to advise you on your old company pension plans.  

Loan Broker UK

Loan Broker UK

Loan Broker is an online loan broker, introducing loan deals for the varied financial purposes of the people. From unsecured loans to no guarantor loans, it provides services with not charging any hidden fees. The UK people can also seek for the assistance of its loan advisers for short term loans, debt consolidation loans, or home improvement loans. Gain more details on: http://www.loan-broker.uk/  

goldcruderesearch

goldcruderesearch

Gold Crude Research gives excellent speculation on high performing mcx,comex/nymex, Gold signs, and forex administrations and innovation for our client. We give an extensive variety of coherent key guidance, administrations and offers great backing to money related statistical surveying and counseling organizations with the possibility to enhance and develop.  

Mcxkey Private Limited

Mcxkey Private Limited

Mcxkey offers you the best investment & trading solutions in Free Commodity Tips, Mcx Trading Tips, Mcx Tips.Our in depth research mechanism is perfect blend of fundamental & technical analysis which provides you with close to perfection trading alerts. 

AKS Consultants

AKS Consultants

We enable SMEs, Business owners and growth businesses shape and prepare for growth, leveraging our own in house experience and that of our extensive network of industry contacts. AKS partners has been advising SMEs, business owners (Including Sole Traders) and management teams on expansions, restructuring, acquisitions, buy-outs, listings, new issues and fund raising for over 10 years (With Companies Such as Standard Bank and Helios Inv Partners). Typically, this involves our taking a hands-on, ongoing role in supporting shareholders and management in: • Developing and refining Business Plans for new Projects or expansion opportunities. • Support in managing the business’s working capital requirements. • Advising on corporate structuring and management incentives • Business Performance Optimisation ( Turn Arounds) • Business Strategy planning for Existing and Start-Up Companies. • Acquisition and Disposal of Businesses. • Mergers and Acquisitions • Company Valuations. • Insurance Brokerage • Technology Advisory: ERP (SAP/SAP Hana) Implementation, Digital Transformation, Product Management/Product Design services. • Commercial Marketing/Business Development plans • Developing internal systems and operational processes.  

ANR ACCOUNTANTS AND TAX ADVISOR LTD

ANR ACCOUNTANTS AND TAX ADVISOR LTD

I am a Qualified Accountants with a an experience of over 10 years. ACCA , AFA , MIPA , MBA (FINANCE) Preparing year end accounts of companies maintaining their cash flow statement running Payroll for clients, dealing with their tax affairs, made business plans for the clients Projected cash flows Dealing with solicitors audit liaison with clients Experience of working on accounts of different type of business concerns which helps in Gaining knowledge of different accounting rules laws and international standards.  

Kelvin Redwood Wealth Management

Kelvin Redwood Wealth Management

Kelvin Redwood Wealth Management  is verified Certificate of Excellence 2019

The St. James's Place Group was established in 1992 by Sir Mark Weinberg, the late Mike Wilson CBE and Lord Jacob Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992. Today, St. James’s Place is a FTSE100 company listed on the London Stock Exchange (STJ). The group has over 20 years of experience in the UK with 21 locations. The strength of our business is underpinned by satisfied clients, their referrals and our distinctive approach to investment management. I and St. James's Place personally aim to deliver our commitment by: - Providing face-to-face financial advice that is always honest and straight forward - Giving my clients the opportunity to review their financial affairs regularly - Ensuring that investments are managed effectively - Ensuring that any correspondence and literature is clear and easy to understand - Listening to my client feedback - Ensuring that all of my dealings with clients are sensitive to their needs St. James's Place Wealth Management Group guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group. Should the services I provide be of interest or you would like me to review any of your existing arrangements, I would be delighted to hear from you. UK Office: 11 Hamilton Place, Mayfair, London W1J 7DR UK Mobile: 07720 713 438 UK Email: d.gregory@sjpp.co.uk  

James Elliott Wealth Management

James Elliott Wealth Management

As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means that my clients can be confident that they are dealing with one of the UK’s leading advisers that is wholly committed to providing them with the best possible advice, service and support. My emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over the years. How I help my clients: ► Providing their children with financial security during their university and first property deposit ► Helping them gain clarity and have increased certainty they're on track to achieve a comfortable retirement ► Protecting them and their family's financial situation in the event of the unexpected ► Mitigating or minimising income tax, capital gains tax or inheritance tax bills ►Provide an effective exit strategy for the sale of their business I provide a no obligation, initial financial review to start the process. If you would like to book a review for peace of mind, or to get further information, please contact me on 07510304715 or james.elliott@sjpp.co.uk. Alternatively, you can visit my personal website on jameselliottwealthmanagement.co.uk.  

ambience care

ambience care

 

City Asset Management

City Asset Management

We offer Investment Management & Financial Planning services. Whilst the future is uncertain, it is more reassuring to face it with a clear financial plan which helps you organise your finances to make the most of your money and deal with situations you may not have foreseen. Our team of Chartered Financial Planners are not only experts with money, but also have long-standing experience of advising individuals, couples and families, companies and trusts.  With their guidance, you can have the confidence that you have a strategy for whatever the future might bring. Your financial planner will also help you understand the choices available to you now and how they might affect what you can do in the future. Our financial planning service is predominately fee based and we will provide and agree with you any fees before any work is undertaken.   Our investment management services focus on delivering returns well above inflation after our costs. This approach offers several benefits: 1. The performance benchmarks we chase have always risen in value, regardless of what global markets have done.  2.  Our approach targets genuine wealth creation which, in turn, supports you and your lifestyle ambitions. 3. Inflation plus benchmarks cannot be bought, giving us the freedom to hunt for returns because we are not tied to a list of assets chosen years ago. 4. We believe that enhancing your spending power is success. Outperforming a falling benchmark, in our view, is not. We are an outcome driven firm. Our mission is to make our clients wealthier in real terms.  

financial-advisor-near-me.com

financial-advisor-near-me.com

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

 

SimFin Financial Planning Ltd

SimFin Financial Planning Ltd

SimFin Financial Planning Ltd is verified Certificate of Excellence 2019

We Simplify Finance. SimFin offers a no fee based mortgage advice service. We are a Whole of Market Mortgage Advice company, offering advice on all aspects of mortgage finance, including Buy to let, Remortgaging, First time Buyer, & Help to Buy. We also provide advice on life insurance, Pensions & Investments. - Get in touch and let us help you with your financial needs! 

Fryer Glass & Co

Fryer Glass & Co

Fryer Glass & Co is verified Certificate of Excellence 2019

Fryer Glass is an independent financial planning consultancy with over 30 years’ experience. We provide two distinct services: Financial Review gives you a clearer picture of your financial situation and the positive steps you can take to achieving your current and future lifestyle and financial goals. Financial Implementation offers expert financial advice relating to pensions, insurance, investments, inheritance tax and financial paperwork. Our clients range from young working professionals to families and retirees throughout London and the Home Counties. At www.fryerglass.co.uk you can find out more about what we do, and how we can help you make the most of your finances. Fryer Glass is approved and regulated by the Financial Conduct Authority (FCA). 

South East Wealth Management

South East Wealth Management

South East Wealth Management is verified Certificate of Excellence 2019

South East Wealth is dedicated to making sure you get the best performance for your Pension and Investments. We work with individuals and small business owners to make sure they have the most suitable investments to achieve their goals, whether it is for themselves, their family, or their employees. We are in contact with our clients on a near monthly basis, and work with them as often as they like to ensure their financial goals are on track. Find out more at southeastwm.com South East Wealth only deals with the investment side finance: therefore we do not provide services for property, mortgages, or equity release.  

Finura Partners

Finura Partners

Finura Partners is a full service financial planning company with client service and communication at its heart. Our vision is to be the most highly referred name in UK financial services, delivering exceptional client service and experience from inception to conclusion. 

Independent Financial Advisors on Bark


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

  • Within hours, sometimes minutes, they'll contact you on Bark.

  • 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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