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Purley
Apollo Private Wealth is a pioneering full-service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm. We build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
Purley
FTSE 100 Provider. 100% Investment protection with Pension funds & investments. I Guarantee the advice I give. If it’s incorrect I will put you back in original state had you not had advice. Imvestment committee means we get to choose the best fund managers & investment vehicles.
Purley
We offer personalised advice on a host of areas such a mortgages , savings. investments , protection , pensions and inheritance. We adhere to strict Financial Conduct Authority rules and regulations.
Purley
We are an honest, passionate, enthusiastic and very experienced team of mortgage and insurance experts. Our mortgage and insurance experts pride themselves on listening to what your current and future objectives are. We then work closely with you to achieve those goals. “No matter what your situation, we will endeavour to find you the best mortgage and protection deal in the marketplace.
Paul Boxall
I’ve just used Barry's services for the second time upon expiry of the first mortgage he brokered for me. As with the 1st time, Barry provided options and advice, catering to my specific Mortgage requirements. He handled everything for me with minimal fuss and completely removed all the hassle you would get if you attempted to complete the process yourself, irrespective of whether you are keeping your existing lender or not.
Purley
Boutique Investment and financial services firm based in London and Bermuda providing flexible personalised service.
Osprey Wealth Management has been set up to help clients achieve their financial dreams and aspirations by complementing a robust investment proposition with detailed planning. This enables you as the client to know where you are currently in terms of achieving your objectives and what needs to be done in order to ensure that this is the case. Regular reviews of this position give you the peace of mind of knowing that you are on track and everything is taken care of and small amendments can be made along the way should your circumstances or goals change. We offer fully independent advice which ensures that we can choose the best options for our clients without being restricted to any individual product or provider. We can help with the following areas: Pensions - Both saving towards retirement (and ensuring that you get the maximum benefit from the tax reliefs available) and building a plan to ensure that you get the most out of your savings when you begin taking your benefits Investments - We can help put together an investment portfolio aligned with your risk level for savings into stocks and shares ISAs, General Investment Accounts, investment bonds etc Financial Protection - We can advise on and review the entire market place to help you set up financial protection plans to ensure that insurance is in place should the unexpected happen. We can also review existing policies to see if you could get the same cover at a lower cost Inheritance tax planning - On death, inheritance tax is payable at a rate of 40% on the value of any estate in excess of the nil rate bands. With careful planning, we can help to mitigate this to ensure that your beneficiaries inherit everything you have worked hard for throughout your life rather than HMRC Tax advantaged investments - We can help with investments in investments such as Venture Capital Trusts (VCTs), Enterprise Investment Trusts (EISs) or Seed Enterprise Investment Schemes (SEIS) which offer some attractive tax reliefs for those willing to take on more risk Financial modelling and planning - building a financial plan tailored to your current circumstances and needs to give you a better picture of where you are in terms of achieving your objectives Long term care planning - We can help outline your options should you need to go into care We manage a range of traditional and ethically managed investments across a selection of different risk levels with a low cost version of each offering for those that are focused on charges. This allows us to ensure that your investments are tailored to meet your needs whilst maintaining a level of risk that you are comfortable with. By combining this with other sources of value such as detailed tax planning, we can ensure that your investments are set up to fulfil your goals as efficiently as possible. We aim to place you as the client at the centre of our service and have designed our charges to align with this. We believe in charging fair and competitive fees in return for ensuring that you achieve everything that you need to with your finances to safeguard your future. Your savings are only a vehicle that enables you to do this but the important thing is that in the long term they enable you to live the lifestyle that you wish to have. We hope to hear from you soon. You can find a number of client reviews on the link below: https://www.vouchedfor.co.uk/financial-advisor-ifa/warlingham/029075-ross-crake/reviews
We love helping clients to achieve their dreams and to live the lifestyle that they aspire to by using careful planning. Often a small amount put aside regularly can grow to a substantial value over the long term. We enjoy building close relationships with our clients and it is hugely rewarding when we are able to help clients achieve something they have always wanted whether this be a "dream" purchase, early retirement, being able to pay school fees or any other objective they may have
Having worked in the industry for over a decade, I have seen many different approaches to Wealth Management and Planning. I wanted to bring all of this experience together into a singe offering to give a service that incorporates modern techniques and ideas with a traditional approach which places the importance on offering the best service possible for competitive fees
I have built up considerable experience and strong qualifications not only on the investment management side of the industry but also on the financial planning side. This means that we are able to offer a strong investment proposition which is complemented by detailed planning to give you the best chance of achieving your goals in the long term. By not having to outsource any of our service, we are able to offer this at a very competitive cost as we can avoid the additional layers of fees that can come with outsourcing. We have no interest in using a "sales" approach and will take the time to listen to you and find out what matters in your life and we can then find a way of ensuring that you are able to spend more of your time doing what you enjoy and less of it doing what you do not enjoy
