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Investment Advisors in Barnsbury 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. 

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.  

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 

Bright Blue Wealth

Bright Blue Wealth

Expert advice across all areas of Financial planning including Mortgages, Investments and Pensions Bright Blue Wealth is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve their goals 

Dr  Climate

Dr Climate

We are are Group of highly trained and qualified counsellors, Both male & Female . We operate under the guidance of Dr Climate Wiseman is considered one of the world’s leading spiritual leaders. an expert in Divinity, human behaviour and personal development. He is the founder of Prophet Climate Academy, a private research and education institute with a curriculum of over 40 different courses covering multiple aspects of human spiritual development and deliverance. Dr Climate offers practical and sound advice to pastors, leaders and lay people, teaching them how to integrate prophetic ministry into their personal life, the life of their church, ministry and community. He is a revered global authority on spiritual leadership; a teacher, a master prophet, and outstanding negotiator. Many business professionals, religious leaders, corporate leaders, politicians and governmental leaders seek him for guidance and counsel. He possesses a special ability to see the invisible, hear the inaudible, deal with the impossible, read and see the future like an open book and he now welcomes you to take the first step towards success and freedom. Be it stagnation of business, ministry, progression of your career, spiritual bondage, physical limitations, financial struggle or emotional captivity, Dr Climate will bring your long awaited deliverance and success. 

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. 

BSG Financial Solutions

BSG Financial Solutions

Mortgage advice stronger than bricks and mortar: Our objective is to give you the best quality advice to suit your individual mortgage requirements and act on your behalf not the lender. We can recommend a mortgage/loan that is suitable for you, from the full range of products available in the market place Whether you are a first time-buyer looking to purchase your first home, a home-mover looking to ‘climb the ladder’ or have bought and sold many times already and simply want to re-finance and secure a new product or a lower rate of interest, we can help. Capital raising is allowed for most legal purposes, so if you are looking to fund some home improvements, or even raise the deposit for a new investment property or holiday home, then please discuss your requirements with one of our Advisers and they will be able to help find the most suitable product for your needs. Financial Planning: BSG helps clients make the most of their wealth, whilst providing a confidential and safe home for all their financial needs. Our service is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs and dreams. We use our expertise, analytics, behavioural coaching and cash flow modelling to ensure that you avoid any pitfalls and maximise all of the available opportunities and allowances that you have. We ensure that you are being as tax efficient as possible and can make informed decisions, helping you find the answers to those important questions: Am I on track to achieve the income I need to maintain my lifestyle in retirement? Could I retire now? When could I afford to retire? If anything happened to me, how would this affect my family? Can I afford to go on that world trip? Can afford to help with a house deposit? What would I have to give up? How can I extract profit tax efficiently from my business? What do I need to sell my business for to maintain my lifestyle? How can I mitigate inheritance tax and ensure that the money I have worked so hard for goes to my children/beneficiaries? Are my investments giving me value for money and are they generating the return that I need? Am I taking too much risk with my investments? How much could they fall and how would this affect my ability to pay for school fees or reduce my retirement income? 

Audley Asset Management

Audley Asset Management

With over 60 years of combined experience working closely with people who want to make the best decisions about their finances, we truly understand the reasons why making the right financial choices now is key for the future. Working closely with our clients is a very hands-on experience for us, and we adopt a ‘product neutral’ approach to all our financial solutions. What may be right for one person, will almost certainly not be right for another, but that’s the Audley way. We offer tailor-made solutions for all clients. Our portfolio of products has been selected to offer the very best selection of financial opportunities. Naturally, we are regulated with the Financial Conduct Authority, yet we believe in being creative and innovative in our client solutions. 

Philip Clark Financial Services

Philip Clark Financial Services

Directly Authorised & Regulated by The Financial Conduct Authority, specialising in Mortgage, Loans and Insurance. We also have significant experience in Asset Protection (Wills & Trusts, plus agencies for all other areas of Financial Services. 

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.  

RDS PA Services Ltd

RDS PA Services Ltd

Reducing Staff & Office Costs whilst adding hours to your day - from office to home! RDS PA Services endeavours to meet all of our clients needs on a day to day basis. We are available to discuss whatever tasks you may request. Throughout RDS PA Services there is an extensive range of skill and experience in all kinds of secretarial, administrative, personal and executive sectors such as; payroll, finances, event planning, taking and making all kinds of bookings, research, marketing and sales, website creation, etc. We also never shy away from the more personal jobs which are sometimes required of us, such as general household errands. RDS PA Services always prides itself on being able to offer our extensive range of services whilst also making sure that everything is always completed to the highest of standards. ​ There's no need to worry about sick pay/pensions, or NI and tax contributions with us as you pay for what you get and all work is invoiced for! This paired with not having to pay for staff training or office costs proves to be a very cost effective way to get the job done. Secretarial With a secretarial assistant you can be sure to add a significant amount of order into your life, the ease this will bring you is worth its weight in gold. Taking and making phone calls as well as clearing up folder and email systems is just where the magic begins, we can also assist in helping you stay on top of your time, making sure your diaries are always up to date and synchronised so that you never double book or miss an important appointment again. Making stressful travel plans and bookings, as well as finding the best offer will also be a thing of the past! Or you may need something writing up? Whether this be a report, CV or typing up a novel – we can be on hand to make sure the job gets done properly - always ensuring we double proof read everything! Administrative Administrative support can be beneficial to pretty much everyone, we can come to you or work remotely – saving you on office costs! All sorts of data input can be dealt with including wage input into payroll systems and dealing with timesheets to bookkeeping making sure all of your incomings and outgoings are clearly displayed bringing you ease when it comes to the end of the tax year especially. But it doesn’t end there we can also assist with sales and marketing – monitoring and following up on marketing resulting as well as advertising online (even advertising and headhunting staff too if you’re looking for a particular person or group of people). Individual Personal Assistant An Individual Personal Assistant – the god send that in reality we all need at some point! A Personal Assistant can be on hand as and when you require to assist you in tasks, step in when you are unable or accompany you on trips. They can also deal with personal duties and errand running when your other commitments take over. Payroll/Accountancy Services Managing accounting, human resources, payroll, tax, and other financial responsibilities at the same time is a complex & time consuming affair. Many businesses still do all of these activities in-house, not realizing that such routine administrative work is getting intricate by the day, and is a big drain on their time. Our Payroll Service offers some very unique benefits not only are we available to contact 24/7 but we can also make odd or delayed payments at unsociable hours. Many payroll companies have a cut off point for receiving payroll, as well as a set day – but not us! If one of your staff is late with new bank details, a timesheet is lost or an extra payment needs making, you can contact us and we will make sure the payment is processed as soon as possible, which is most cases would be within the hour! What more could you ask for? No more angry staff having to wait a week for the next available pay day… Happy staff – work well done! Not only does this keep your staff happy but it will minimise the complaints and workers continuously checking up which you may have to deal with, therefore giving you and your employees more time to concentrate on more important matters. Our Accountancy services offer a full finance management service making sure all of the correct contributions are paid out swiftly and correctly, as well as taking care of business finances we can also deal with tax returns and assist in helping go from self-employed to being a limited company making sure this can benefit your finances massively. Event Planning Previously running an event planning company I have the background experience and knowledge to know how to make this service work. We at RDS PA Services Ltd can take your ideas and requests and roll them out into one great big amazing function! Whether that be a private celebration for any kind of party, or educational conferences, meetings, graduations, etc, but no the talents do not end there!! Businesses! You will BOOM once you let us give your events the sparkle they need in order to grow, we can throw networking events, product launches and shows or even just the BEST parties to thank all those staff that put the icing on the cake for you! I will initially meet with you to discuss what you would like to get from your event, and any themes or special touches you want to add and then working to an agreed budget we make the magic happen! All you need to do is sit back and wait for the big day to come around! We will take care of putting together your themes, designs and plans. Finding the perfect location, food, drink and entertainment. Any transport necessary to and from the event as well as accommodation. Invites and/or advertising. We will even be on hand on the day to supervise and coordinate activities to make sure the day goes smoothly. AND the best part is you don't have to deal with any of the outside agencies! We do ALL the work for you! Social Media & Branding Management Social Media Management is not just going to be one of those phases that gradually fades away – it is new age advertising and it’s no surprise it is so efficient when you see the statistics of users below. Social Media is a great and cost effective way to advertise and gain new business! With adverts, online flyers, business pages and much more there is a world of new business possibilities to unlock. Pretty much anyone can use the basic tools on social media but not everyone can unblock the tricks used in making your advertising campaign a successful one that why outsourcing your Social Media Management to a pro puts you onto a winner! Facebook continues to take the lead with an influx of 1.5 billion monthly active users worldwide. The UK makes up 31 million of those users, with 60% of the population having a Facebook account. The most popular age group is 25-34 (26% of users) but Facebook is a great platform to speak to a mass market of ages and locations. Instagram revealed it had 14 million monthly active users in the UK back in July 2015. Instagram has a younger audience than Facebook, with 39% of its UK users aged 16-24. Also a slightly female skew, with 64% of Instagram users being female compared to 56% of Facebook’s Twitter reported 15 million monthly active users in the UK Branding is the visual communication you have with your customers, and influences what people say of you as an initial judgement. This covers your logo to things like fonts, text size and colours. Building a consistent brand is a key part of growing a reputable company. Branding is what brings on certain thoughts and feelings to your target market, whereas your colours, font and logo are your identity. I can assist in choosing the correct branding for your company making sure you are giving off the desired effect, ensuring that your design selection is relevant, memorable, original and effective.  

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.  

SG Business Consultancy & Training Ltd

SG Business Consultancy & Training Ltd

SG Business Consultancy & Training Ltd is verified Certificate of Excellence 2019

We provide our clients with a wide range of business skills to help improve business performance. In terms of enhancing performance and providing support we provide the most comprehensive service in the South-East of England. The support is delivered by a team of successful business consultants who specialize in both training, design; we also provide experienced business mentors and coaching experts, who have each run his or her own successful businesses for many years. Our services Range is vast, and we have specialist Consultants in each area; Business Consulting Business Plan Marketing Plans Business Finance Training Sales Training Study Skills Training Social Media Marketing Management Training Leadership Development Training Business & Career Coaching Life Coaching Digital Marketing Services Business Modelling Services Business Financial Planning Marketing Strategy Consulting Our team offers a combination of experience and depth of knowledge which is aimed at improving overall business performance in terms of - sales, employee contribution, management effectiveness which leads to an increase in overall profitability.  

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

 

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 

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. 

Allen Tomas & Co Financial Management Ltd

Allen Tomas & Co Financial Management Ltd

Allen Tomas & Co Financial Management Ltd is verified Certificate of Excellence 2019

Allen Tomas & Co Financial Management Ltd are proud to be a firm of Chartered Financial Planners, representing the small number of firms who have achieved Chartered status, based in Dersingham on the Sandringham Estate near Kings Lynn Norfolk. We advise, plan and manage investments for individuals, trustees and businesses, with the ethos of our Company being to build long and loyal client relationships, looking after our clients through our ongoing management service. We provide specialist independent financial advice in the following areas: Savings & Investments Tax Planning Inheritance Tax Planning Pensions (including transfers and pensions in divorce) Life & Critical Illness insurance Income protection Long term care fees planning Company Pensions Employee benefits Chartered Status is the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelors’ degree. In achieving and maintaining Chartered Financial Planner status as a firm you can be confident you are dealing with a business with the highest levels of integrity and ethics, knowing that you can trust that the advice given is in your best interests. 

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

 

Tudor Financial Consultants Ltd

Tudor Financial Consultants Ltd

Tudor Financial Consultants Ltd is verified Certificate of Excellence 2019

We offer a full range of financial services from mortgages, protection, pension and investments, business advice. Our team operate outside the normal working hours of 9-5, 7 days a week, as we appreciate our clients cant always take the time out of their working day. - First Time Buyers - Home Movers - Refinancing for debt consolidation, business purposes, home improvements - Adverse credit - High net-worth expertise - Pension and estate planning - Buy to let mortgage - portfolio landlords to new landlords looking to build up a portfolio Give us a call for a no obligation meeting!  

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. 

ADL Estate Planning Ltd

ADL Estate Planning Ltd

ADL Estate Planning Ltd is verified Certificate of Excellence 2019

ADL Estate Planning Ltd is a specialist consultancy firm primarily focused on ensuring your beneficiaries get the most out of the assets you've worked so hard to acquire throughout your lifetime. We put in place bespoke asset protection strategies to ensure if you pass away and your spouse is facing long-term residential care, he or she will not be at risk from losing their home to pay for that care. Further, if one of your beneficiaries gets divorced, their inheritance won't become part of the divorce settlement claim. We also ensure the same wealth isn't taxed twice for inheritance tax! That's just the tip of the iceberg. This is not about aggressive planning but rather simple strategies that have been around your centuries usually the preserve of the very wealthy. All our strategies are protected with a £2 million PI cover. We also offer advice on a host of other areas including but not limited to: 1. Pre-Nups/Post-Nups 2. Maximising Rental Yields 3. BTL Property Portfolio Incorporation 4. Power of Attorneys 5. Tax Mitigation 6. Start-Up Business Consultancy 

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. 

Equity Release Supermarket

Equity Release Supermarket

Equity Release Supermarket offers a fresh thinking approach to equity release advice. We help you compare deals & interest rates from the whole of the market which include exclusive deals negotiated with some of the UK's leading financial providers. Using a nationwide team of friendly & experienced equity release advisers, we can offer specialist advice from the whole of the market, either face-to-face or over the telephone.  

Tax and Reporting Matters

Tax and Reporting Matters

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

 

Rothamsted Financial - Fee Free Mortgage Brokers

Rothamsted Financial - Fee Free Mortgage Brokers

Rothamsted Financial - Fee Free Mortgage Brokers is verified Certificate of Excellence 2019

 

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.  

Regent Street Advisers Ltd

Regent Street Advisers Ltd

Regent Street Advisers Ltd are based in Barnsley, South Yorkshire. We have built up our client base in London over the last 5 years and have many professional clients. We visit London on a regular basis to meet with clients as we always believe it is good to meet clients personally. Our process can be performed remotely which alleviates the need to arrange meetings when not convenient. We offer Mortgages, both Residential and BTL, Pension and Investment advice alongside Later Life Planning. We also advise on and arrange the following protection products:- Life insurance, Critical illnes insurance, family income benefit, income protection, key man insurance, business insurance, relevant life insurance and general insurance. Whatever your financial requirement may be, we are here to help and advise. Visit our main website at www.regentstreetadvisers.co.uk 

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. 

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  

Investment Advisors on Bark


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  • Professionals value their reputation on Bark and strive to do a great job for customers they find on our platform.

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.

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

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


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