Find Independent Financial Advisors in Mold

What service do you need?

Where do you need Independent Financial Advisors?


Bark.com as seen on Techcrunch Bark.com as seen on The Daily Mail Bark.com as seen on The Next Web Bark.com as seen on The Guardian

How Bark Works

  • 1.Post details

    Post details of your Independent Financial Advisors requirement in moments, completely free.

  • 2.Find professionals

    We will find Independent Financial Advisors in Mold and do the legwork to contact them on your behalf.

  • 3.Get quotes

    Receive fast, free Independent Financial Advisors quotes from the best Independent Financial Advisors near Mold.

  • 4.Compare

    Review proposals, compare Independent Financial Advisors prices and choose the best local Independent Financial Advisors for your job.

  • 5.Write review

    Submit a review to help others find recommended Mold Independent Financial Advisors

How Bark Works

  • 1.Post details

    Post details of your Independent Financial Advisors requirement in moments, completely free.

  • 2.Find professionals

    We will find Independent Financial Advisors in Mold and do the legwork to contact them on your behalf.

  • 3.Get quotes

    Receive fast, free Independent Financial Advisors quotes from the best Independent Financial Advisors near Mold.

  • 4.Compare

    Review proposals, compare Independent Financial Advisors prices and choose the best local Independent Financial Advisors for your job.

  • 5.Write review

    Submit a review to help others find recommended Mold Independent Financial Advisors

Independent Financial Advisors in Mold 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. 

MacFarlaine & Brooks

MacFarlaine & Brooks

We don’t just give financial advice to help people generate or protect money and wealth, we do it with YOUR specific goals in mind, helping build the life you want for you and your family, while protecting against the worst of what life can throw at you. “Advice For Life” Mortgages, Pensions, ISA's, Insurance, Protection, Bonds, Investments 

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.  

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. 

Reeds Rains Estate Agents

Reeds Rains Estate Agents

 

Liverpool MoneyMan

Liverpool MoneyMan

 

Financial Fortress Ltd

Financial Fortress Ltd

Financial Fortress Ltd is verified Certificate of Excellence 2019

Our mission statement: “To help every client build their very own Financial Fortress!” At Financial Fortress, we believe that good financial planning is absolutely key to everyone at all stages of their lives to ensure total financial security, protect your loved ones and allow absolute peace of mind. Whether you are buying your first home, aiming to protect your family from life changing events, investing for a rainy day or planning for your retirement it is vital you get the very best advice from an expert you can trust. No matter the size of your need, at Financial Fortress we provide trusted advice no matter what keeps you up at night! Investments, pensions, mortgages, commercial finance, life insurance, equity release and everything in-between!  

Conflux Consultants Ltd

Conflux Consultants Ltd

Conflux Consultants Ltd are a specialist marketing consultancy based in Crewe, Cheshire UK. We help businesses and organisations build their Reputation and control their content on-line. 5 Star Reputation - Google give businesses and individuals the ability to rate your company, in a similar way to Trip Advisor and Amazon. We help you build a 5 Star Reputation, and then we market that reputation for you. I help businesses and marketing professionals with unique lead generation and lead conversion strategies to increase sales, using powerful customer intelligence strategies and am a Reputation Aegis Partner. Our research has highlighted that 99% of 35,065 businesses are missing the essential on-line marketing steps. These simple low-cost steps should be included in every companies strategy as they will improve the return on investment for all other marketing activities and give companies a competitive advantage. ★★★ We are committed to your business growth ★★★ ➜ How we do it? ★ Customer Feedback ★ Staff Training ★ Online Reputation Monitoring, Management, Building, Marketing ★ Lead Generation ★ Lead Conversion ★ Authority & Positioning ➜ Who do we work with? ★ Our clients are growing or want to grow their business and includes companies, professions, business coaches and consultants. ➜ Who qualifies for our services? ★ Primarily companies that offer services or products with an ACV (Average Client Value) of £1,000 or more. This is the sweet spot for the best ROI and adds value to all existing marketing activities. ➜ How to get started? ★ Connect with me here on Bark ★★★ Watch the Review videos below created from written client reviews. We are also looking for business to partner with on trial programs at discounted rates, in exchange for feedback and referrals to other businesses ★ ★ ★ 

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. 

Sterling Welsh Ltd

Sterling Welsh Ltd

This is what we do... Looking to buy your first home? Need to remortgage for a better rate and save money? Let us take away the hassle for you. Don't bother visiting numerous bank or surfing the web in the hope that you will get the best deal. Let one of our experienced brokers give you call to see if we can help. We don't charge a fee for the initial consultation and will speak to you on weekends and in the evening so that you don't have to take time off work. We guarantee to get you the best rate and we have a no quibble, 100% MONEY BACK GUARANTEE if you are not happy for any reason. So, what are you waiting for, give us a call now and we will be more than happy to help. I look forward to speaking to you soon. David 

Maple  Leaf Financial Services Ltd

Maple Leaf Financial Services Ltd

Maple  Leaf Financial Services Ltd is verified Certificate of Excellence 2019

Wide range of Financial services including: Retirement Planning Pension advise Mortgages Remortgages Buy to Let Mortgages 

Redfield

Redfield

I have been working in the mortgage market since 1983 & work for Redfield, who are Independent Financial Advisers, based in Wrexham. I deal with the whole of the intermediary market & always ensure that the best possible face to face advice is given. My personal office is in Warrington, where most of my clients live, but I do have clients throughout Cheshire, as well as some in Liverpool, St Helens, Manchester, Lancashire & North Wales. I do not, normally, charge any mortgage advice fees, but where it is necessary, the charge is £295.00, which is only payable on the successful completion of the application. I have, in fact, only charged a fee twice, in the last two years. The, initial, appointment & advice is, always, free of any charge & can be arranged for the daytime or the evening, whichever is the most suitable for you. My full details can be seen on www.mortgageadviserwarrington.co.uk. My best contact number is 07791 616680 & my email address is nickloggin@redfield.co.uk  

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.  

Morgan's Financial & Mortgage Services

Morgan's Financial & Mortgage Services

Morgan's Financial & Mortgage Services is verified Certificate of Excellence 2019

 

Select Mortgages North West

Select Mortgages North West

 

Capricorn Mortgages LTD

Capricorn Mortgages LTD

Capricorn Mortgages LTD is verified Certificate of Excellence 2019

Residential Mortgages , Buy to Let, Bridging Loans, Secured and Unsecured Loans, Buildings and Contents & Personal Insurance. Commercial Finance, Bridging Finance and Business Insurance. Equipment & Vehicle Leasing , Factoring.  

GPLN Investments

GPLN Investments

 

Simple Solutions Financial Management Ltd

Simple Solutions Financial Management Ltd

 

Dolphin Financial Limited

Dolphin Financial Limited

Dolphin Financial Limited  is verified Certificate of Excellence 2019

We offer bespoke solutions to help you achieve your goals. Dealing with all aspects of financial planning needs for individuals, families, & businesses. We are Independent Financial Advisers, Independent Mortgage Advisers and Commercial Managers offering whole of market advice when you need it most. We can offer and end to end proposition for you in the all the areas of financial planning from mortgage advice to arranging commercial insurance.  

financial-advisor-near-me.com

financial-advisor-near-me.com

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

 

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. 

Liverpool Mortgage Solutions

Liverpool Mortgage Solutions

 

DRB Estate Planning

DRB Estate Planning

WILL WRITING - Single & Mirrors Wills LASTING POWER of ATTORNEY - Health & Welfare, Property & Affairs Protective Property TRUSTS NIL RATE BAND TRUSTS DISCRETIONARY TRUSTS CHILDRENS TRUST LIVING WILL EXECUTOR GUIDANCE SERVICE PRE-PAID FUNERAL PLANS EQUITY RELEASE  

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 

Tailored Financial Planning Ltd / Complete Mortgages

Tailored Financial Planning Ltd / Complete Mortgages

 

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. 

Smoothmove Estate Agents Ltd

Smoothmove Estate Agents Ltd

We offer a professional and personable approach to selling property. From the initial property appraisal through to bringing the property to the market and generating viewings and then finally closing the sale with a potential buyer we've got all bases covered. We bring a lot of local knowledge of the property market to the table and we have the support of an outstanding independent mortgage broker who is highly experienced in the financial services industry. 

Llywelyn Financial Ltd

Llywelyn Financial Ltd

Mortgage and protection adviser 

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.  

Puleston wealth management

Puleston wealth management

 

HL Financial

HL Financial

Affordable & friendly financial advice, servicing clients in England and Wales. 

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. 

Bank Collateral

Bank Collateral

Sir We arrange Following Bank Instruments Letter of Credit ( LC) From Various Banks in Singapore / HongKong / Europe /USA Used For Import / Export Business and Trade Finance . 90/180DAYS Bank Guarantee ( BG ) Fresh Cut Slightly Seasoned Seasoned Stand By Letter of Credit ( SBLC ) 90DAYS / 180/ 365DAYS Regards Mr Ronald Rajnesh Gounder Email: grounesh.advisory1@gmail.com Skype ID: grounesh.advisory  

Smith Law & Shepherds IFA

Smith Law & Shepherds IFA

 

Alexander Grace Limited

Alexander Grace Limited

Alexander Grace is a Chartered firm of independently minded Financial Planners specialising in the advice and management around pensions and investments. We've been helping clients navigate complex financial markets since 2001 and from those very early days our business has evolved through client and professional recommendations. We are based very near the NEC and airport as well as the M42 Junction 6 close to Solihull. We will advise clients in the whole of the Midlands and also London and surrounding areas. We provide impartial, unbiased and objective independent financial advice, with a view to protecting and enhancing our clients' wealth and sense of well-being. Our qualified independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer. 

Mortgages Remortgages

Mortgages Remortgages

 

Rotheham

Rotheham

 

Business Loan 4 U

Business Loan 4 U

 

mikebinks@yahoo.co.uk

mikebinks@yahoo.co.uk

Whole of Market Mortgage Advice, and Whole of Market Financial Protection Advice. Advice fee £450 

Ramsey

Ramsey

 

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


Check mark

People who provide further details get 50% more responses.
Attach photos and files
See Quotes Skip
Are you sure that you want to leave?