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Andrew Brown 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. Investments - We offer advice on limited types of Products.
North yorkshire
Many people are confused or worried about their finances for the future, so we provide a simple and customized plan so you can achieve financial security for the rest of your life. Future Proof your Finances in 4 simple steps: 1. Schedule your FREE initial consultation 2. Allow us to create your plan 3. Implement your plan 4. Review your plan on an ongoing basis Get in touch to schedule your free, initial consultation today.
Helping my clients identify their goals and aspirations, make a clear plan of how to achieve them. My passion is to create a lasting relationship with my clients by improving their overall financial future. Giving them peace of mind! Nicola Page Financial Solutions is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.
We put you, and what you want your money to achieve, at the very heart of everything we do. Ellis Bates Financial Advisers are here to enhance people’s lives by delivering peace of mind, enabling financial freedom and helping clients achieve their goals.
North yorkshire
It is fair to say that the majority of Financial Advisers have far too many clients, who they cannot service properly and hardly ever see. By recognising this fundamental weakness, we have developed a very different and much more successful strategy which is to have a relatively small number of clients with whom we have an intimate ongoing relationship in which we help them to identify and achieve their real financial goals and objectives.
YorWealth helps clients and their families plan for a better future. We play a crucial role in helping our clients understand what they want, when they want it, and how to get there. We understand that the purpose of wealth is to enrich your life and the lives of your loved ones. Our focus is on family based financial planning. YorWealth Ltd is an appointed representative of Hexagon Wealth Limited which is authorised and regulated by the Financial Conduct Authority. The firm is registered in England and Wales No. 12938859 and its registered office is 2 Millers Yard, Gillygate, York, YO31 7EB.
A bit about me-
With over 10 years of experience in the industry, I see my role as helping clients to achieve their goals and ambitions by providing tailored financial planning and advice. One of the key elements of this process is to simplify some of the jargon that exists in financial planning and provide clients with clear and straightforward conversations throughout the entire journey.
Ultimately, I would like clients to have a bespoke financial plan that we can adapt as needs and aspirations change – hopefully giving them one less thing to worry about!
I feel that Financial Advice is a very personal relationship, as I am entrusted with looking after clients hard earned money. As a family orientated person, I understand the importance of this – with my wife, Alanna, my son Lucas and the family Golden Retriever, Dylan. We enjoy a lot of family days out and all love to explore through the Yorkshire Dales.
I see a lot cross over between family life and the financial advice I give, as I strive to meet people’s family and personal aspirations whilst providing simple and achievable goals.
We wanted to be in a business where we could ensure that you can truly do the right think for the client.
We are able to shape our business with the customer at the centre of everything we do.
We offer down to earth, straightforward advice without all the pin striped suits and glass and chrome.
We offer a free initial meeting and are happy to make a recommendation without the client having to commit until he has seen what we can do.
Ultimately we want to ensure we can help you, and that you are comfortable working with us.
Yes we can do via secure messaging, zoom or face to face when Covid allows.
We will work around clients requirements to ensure we deliver the service they require how they require it
Moved to Online and Zoom. Have set up a safe environment within the office to allow face to face meetings once rules allow.
We are happy to speak to a customer if whatever suits the client best