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How Bark Works

  • 1.Post details

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

  • 2.Find professionals

    We will find Investment Advisors in your area and do the legwork to contact them on your behalf.

  • 3.Get quotes

    Receive fast, free Investment Advisors quotes from the best Investment Advisors near you.

  • 4.Compare

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

  • 5.Write review

    Submit a review to help others find recommended Investment Advisors.

Investment Advisors ready to help


Adam Cockerham - Chartered Financial Adviser in Bath

Adam Cockerham - Chartered Financial Adviser in Bath

Certificate of Excellence 2019

My name is Adam Cockerham and I am a Chartered Financial Planner based in Bath. I pride myself in providing a very down to earth and honest approach to my client’s financial needs. I specialise in mortgage and protection advice, inheritance tax planning, and investments and pension reviews, I help people with their aspirations, and work with them on a strategy to make them a reality through long-term working relationships. What gets me out of bed on a morning, is a genuine love for helping people prosper, irrespective of their circumstances. Discussing a financial plan doesn’t have to involve jargon or complexity that you don’t understand. It just needs a highly-qualified, honest and friendly professional to help you make the most of your financial situation. That is exactly what I’m here to do.

Harold Sharp

Harold Sharp

Chartered accountants and business advisers, with a specialism in Gps

Bournemouth Investments Ltd

Bournemouth Investments Ltd

Bournemouth Investments offers comprehensive financial planning advice to individuals, families and business owners. We are known for excellent service and advice and for simplifying technical jargon.

Chase Asset Management

Chase Asset Management

We are directly regulated by the Financial Conduct Authority and as Financial Advisers we act on behalf of our clients and are bound by our regulators to offer best advice, which complies with the concept of “suitability”. This helps to ensure that the right advice is given and the most suitable products and services that meet the client’s specific requirements are identified and recommended. Services Offered We are able to offer advice on all aspects of personal financial planning including:- Pension & Retirement Planning Family Protection Lump Sum Investment Regular Savings Life Assurance Income Protection Inheritance Tax Mitigation Mortgage All registered individuals (Advisers) hold the Certificate of Financial Planning and engage in a documented continuous Professional Development program under current Financial Conduct Authority training and competence rules. Our Services As Independent Financial Advisers we are able to access the whole financial market to provide flexible and suitable solutions to meet our client`s needs, our objective is to plan for our clients` long term financial security. With the level of experience and expertise within our firm, our advisers are able to provide help for individuals with differing circumstances, ages, resources and requirements. Individuals We offer holistic, independent and bespoke advice to our clients. We take our clients through a process where we look both to understand what their needs are and how best to structure their finances in order to achieve their requirements and financial goals. We always ensure that our recommendations are personalised to individuals` particular circumstances. Corporate Chase Asset management works with SME companies, offering independent and tailored employee benefit schemes to organisations depending on their needs. We realise that key members of a business team are often important asset and we design solutions both directors and employees to protect these assets. We can assist company roll out innovative, cost effective solutions, covering a complete range of employee benefits that can help draw, encourage and keep employees. The Financial Conduct Authority does not regulate Taxation advice, Bridging Finance, Trust advice and some forms of Mortgages and Loans

Guillermo Delmás Moreno

Guillermo Delmás Moreno

A reliable and motivated professional with three years of experience working in the financial sector with the ability to collect and analyse information and figures. Having experience in working in busy environments and developing excellent problem solving skills. Having experience in start-ups, being a confident person who handles well difficult situations. Currently seeking for an opportunity in the financial sector, administration and/or marketing.

Investment Advisors on Bark


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Example Investment Advisors Barks

What is your current career stage?

Mid-career

What is your approximate annual income before tax?

£20,000 to £29,999

What is the status of your main residence?

Rented

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

£10,000 to £29,999

Which of the following do you want help with?

General financial planning, Investment review

Which location(s) would you consider to meet the advisor?

Advisor's office

Any additional details?

I have around £20Kfrom a personal Injury Settlement and I think it would be sensible to invest the funds rather than squandering them on Airbook laptopss, UBIK, and other such ephemera.

Paul

What is your current career stage?

Already retired

What is your approximate annual income before tax?

Prefer not to say

What is the status of your main residence?

Owned outright

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

Prefer not to say

Which of the following do you want help with?

Annuities, General financial planning, Retirement planning

Which location(s) would you consider to meet the advisor?

Advisor's office

Any additional details?

Horley, or Reigate area - Surrey or Crawley, W Sx

Wendy

What is your current career stage?

Approaching retirement

What is your approximate annual income before tax?

£30,000 to £49,999

What is the status of your main residence?

Owned with a mortgage

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

Prefer not to say

Which of the following do you want help with?

Investment review, Property, Tax planning, Trusts or estate planning

Which location(s) would you consider to meet the advisor?

All

Any additional details?

Investment advice. Buy to let or other investment for income and growth

Jo Proudlove
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Investment Advisors

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