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Investment Advisors in Barnsbury ready to help


James Elliott Wealth Management

James Elliott Wealth Management

As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means that my clients can be confident that they are dealing with one of the UK’s leading advisers that is wholly committed to providing them with the best possible advice, service and support. My emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over the years. How I help my clients: ► Providing their children with financial security during their university and first property deposit ► Helping them gain clarity and have increased certainty they're on track to achieve a comfortable retirement ► Protecting them and their family's financial situation in the event of the unexpected ► Mitigating or minimising income tax, capital gains tax or inheritance tax bills ►Provide an effective exit strategy for the sale of their business I provide a no obligation, initial financial review to start the process. If you would like to book a review for peace of mind, or to get further information, please contact me on 07510304715 or james.elliott@sjpp.co.uk. Alternatively, you can visit my personal website on jameselliottwealthmanagement.co.uk.  

City Asset Management

City Asset Management

We offer Investment Management & Financial Planning services. Whilst the future is uncertain, it is more reassuring to face it with a clear financial plan which helps you organise your finances to make the most of your money and deal with situations you may not have foreseen. Our team of Chartered Financial Planners are not only experts with money, but also have long-standing experience of advising individuals, couples and families, companies and trusts.  With their guidance, you can have the confidence that you have a strategy for whatever the future might bring. Your financial planner will also help you understand the choices available to you now and how they might affect what you can do in the future. Our financial planning service is predominately fee based and we will provide and agree with you any fees before any work is undertaken.   Our investment management services focus on delivering returns well above inflation after our costs. This approach offers several benefits: 1. The performance benchmarks we chase have always risen in value, regardless of what global markets have done.  2.  Our approach targets genuine wealth creation which, in turn, supports you and your lifestyle ambitions. 3. Inflation plus benchmarks cannot be bought, giving us the freedom to hunt for returns because we are not tied to a list of assets chosen years ago. 4. We believe that enhancing your spending power is success. Outperforming a falling benchmark, in our view, is not. We are an outcome driven firm. Our mission is to make our clients wealthier in real terms.  

financial-advisor-near-me.com

financial-advisor-near-me.com

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

 

SimFin Financial Planning Ltd

SimFin Financial Planning Ltd

SimFin Financial Planning Ltd is verified Certificate of Excellence 2019

We Simplify Finance. SimFin offers a no fee based mortgage advice service. We are a Whole of Market Mortgage Advice company, offering advice on all aspects of mortgage finance, including Buy to let, Remortgaging, First time Buyer, & Help to Buy. We also provide advice on life insurance, Pensions & Investments. - Get in touch and let us help you with your financial needs! 

Fryer Glass & Co

Fryer Glass & Co

Fryer Glass & Co is verified Certificate of Excellence 2019

Fryer Glass is an independent financial planning consultancy with over 30 years’ experience. We provide two distinct services: Financial Review gives you a clearer picture of your financial situation and the positive steps you can take to achieving your current and future lifestyle and financial goals. Financial Implementation offers expert financial advice relating to pensions, insurance, investments, inheritance tax and financial paperwork. Our clients range from young working professionals to families and retirees throughout London and the Home Counties. At www.fryerglass.co.uk you can find out more about what we do, and how we can help you make the most of your finances. Fryer Glass is approved and regulated by the Financial Conduct Authority (FCA). 

South East Wealth Management

South East Wealth Management

South East Wealth Management is verified Certificate of Excellence 2019

South East Wealth is dedicated to making sure you get the best performance for your Pension and Investments. We work with individuals and small business owners to make sure they have the most suitable investments to achieve their goals, whether it is for themselves, their family, or their employees. We are in contact with our clients on a near monthly basis, and work with them as often as they like to ensure their financial goals are on track. Find out more at southeastwm.com South East Wealth only deals with the investment side finance: therefore we do not provide services for property, mortgages, or equity release.  

Finura Partners

Finura Partners

Finura Partners is a full service financial planning company with client service and communication at its heart. Our vision is to be the most highly referred name in UK financial services, delivering exceptional client service and experience from inception to conclusion. 

Your local painter ltd

Your local painter ltd

Painting and DIY company offering services such as pest control and gardening too. London based company and reasonable rates. We pride ourselves in offering a great service thats friendly and punctual.  

Pranaflow Ltd

Pranaflow Ltd

Flow Independent Financial Planning is an independent advice practice looking after the affairs of individuals, families and small businesses. We provide advice across a wide range of services including investments, pensions, protection and estate planning. All our advice is underpinned by financial planning which we do for each of our clients putting them at the centre of everything we do. Our clients pay us fees for our advice and by being independent, this allows us to work for them, making them better informed and in control through translating complex jargon-filled financial issues in to plain speaking. Through building a tailored plan based on our clients values, aspirations and goals we help our clients along their pathway to financial independence and wellness. At Flow Independent Financial Planning we pride ourselves on the close working relationships that we build with our clients. When you are going to share information about your life and finances over a number of years, trusting the people you work with is very important and therefore we are always open and honest and we know that our clients value our integrity. • Do I have enough? • When can I retire? • Can I gift some money? • What are my pensions for? • Is my money in the best place for me? • Can I afford care in the future? You will have your own question about your finances that prompted you to seek advice. Your own objectives and circumstances mean that the answer needs to be specifically tailored to you. We would work with you to build a financial plan that focuses on what you want to do, when you want to do it, what it will cost and when you can likely afford it. Our Flow process to ‘financial wellness’ involves reviewing all aspects of your finances to ensure they are robust. If they are not, we help you establish and maintain a strong financial pathway. Through being better informed we know this process helps our clients to be more relaxed, in control, confident and it brings them peace of mind.  

Krysta Logbook Loans

Krysta Logbook Loans

Krysta logbook loans are the specialist online financial adviser firm located in Ilford. Our logbook loans service assist people in monetary emergency upto £50,000 without doing any hard paper work.  

Money Honey Financial Planning

Money Honey Financial Planning

Accumulate wealth, not fees ...with a choice of services. We can provide you with guidance, self-service or full financial advice service, so you can choose exactly what suits your knowledge and experience and your budget. You can work with us as a one-off, or you can retain us, so then become your long-term advisor, always looking after your interests. We specialise in helping you with the complexity of using your savings and assets to provide the income and the security you require as you move from full- time work to full-time retirement and all the stages in-between. We take into account your later life needs and construct financial plans to enable you to pass on your hard earned life savings to future generations effectively and tax-efficiently.  

White Beach Alternatives LTD

White Beach Alternatives LTD

We are a recently formed limited company however our team have had a vast amount of experience working within the fine wine industry and are aware of the many fine wine merchants within the industry and how they operate. We want to create, as a core value to our business, by adding more to the experience of fine wine investment by providing more of a personal touch in the manner in which we sell wine. As a fine wine merchant and brokerage our aim is to deliver an individual bespoke service together with an outstanding consultation service to our clients which we are able to achieve through our comprehensive knowledge of the fine wine market. With the growing popularity of investing in fine and rare wines our aim is to simplify the investment process without losing the excitement of the investment. Our specialist consultants will talk you through the process so that every step of your journey is made as simple and as easily understandable as possible.. We regard this as essential in delivering a fully transparent first class service which is what we pride ourselves on. We are passionate about wine and so we work hard to source the best wines available from all the worlds distinguished wine-growing regions. We are constantly kept up to date with market trends around the world and are able to achieve this by our own research and market analysis. We make our clients aware of current market trends by way of regular liaison and through our monthly newsletters. Contact us today and let us help you to start your wine collection.  

3B Removals

3B Removals

Professional Home Removals and Office Relocation in London, Reading, Slough, Guilford! It’s a Smart Move! 

FOL Wealth

FOL Wealth

We offer bespoke guidance and portfolio management for wealthy individuals who want a trusted partner with whom to confide their future financial wealth. The busier you are the less time you have to plan your financial investments and the more help you need to manage your wealth. FOL Wealth offers confidential 360 support, guidance and management. The guidance we provide will protect, preserve and grow your wealth. 

Darlingtons Financial Services

Darlingtons Financial Services

 

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 

Shahid Jamil Charles Derby Adviser

Shahid Jamil Charles Derby Adviser

Charles derby offers advice on Pensions, Inheritance, Mortgages, Protection and Investments. The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage.  

Bishopsgate Wealth & Investment Management

Bishopsgate Wealth & Investment Management

We specialise in the provision of financial advice to individuals. We can assist with pensions and retirement planning, investment advice and management, tax planning and protection. Our advice is completely impartial and independent which means that we can advise on (and recommend) products from the whole market. The principle, Richard Hill, has over 25 years' financial planning experience. 

Total Wealth Planning

Total Wealth Planning

Total Wealth Planning  is verified Certificate of Excellence 2019

We are a Chartered Financial Planning company based in Reigate Surrey and offer financial planning services covering the following areas: Investment Pre and Post retirement planning Defined Benefit transfer advice Later life advice Equity release Family protection - life, critical illness and income protection Corporate planning 

Mortgage Style

Mortgage Style

 

Complete Financial Centre

Complete Financial Centre

The Complete Financial Centre, based in Norwich specialise in mortgage, protection and general insurance advice. Tina Cornfield believed there was a niche in the market for her services, and has a wealth of experience to provide, having worked in the industry for almost 20 years.. “Complete Financial Centre appreciates that all our clients are unique and have different situations. We try to be as flexible as we can in terms of when we provide advice and can work around you. Over the phone or face-to-face, evenings and weekends – we have adapted to the current busy climate and have our clients best interests at heart” (Tina Cornfield). With many years experience in the property and financial services market Complete Financial Centre are well placed to help you with your financial planning. Through our many years of helping people with mortgages, we identified a gap in the financial services market for good service and customer care. We are based in the fine city of Norwich but have clients across the United Kingdom who are delighted with our service. We understand people have busy lives so our financial advice can be given over the telephone or face to face. We want each of our clients to be happy and use our services again and again in the future, with that in mind you can rest assured that we have your best interests at heart. It is important to have access to an adviser who is representative of the whole of the market when looking for advice on mortgages. Whether you are a first time buyer, refinancing, purchasing your first home, moving house, capital raising or an experienced investor in the buy to let market we would be delighted to have a chat with you and discuss how we can help you. Your home may be repossessed if you do not keep up repayments on your mortgage. 

Best Short Term Loans

Best Short Term Loans

Best Short Term Loans is a loan introducer, committed to bring out the perfect solution for their financial problems through various loans such as personal loans, student loans, unemployed loans, short term business loans and bad credit loans. 

Trinity Lifetime Partners Ltd

Trinity Lifetime Partners Ltd

 

Bigmore Associates Ltd

Bigmore Associates Ltd

About Us Bigmore Associates Ltd are a financial services business which provides independent financial advice to a broad range of private individuals, trusts and small businesses. Formed in 1971 the business is run from offices in Walton on Thames ,Surrey, and prides itself on providing financial counselling, financial planning, investment management and asset protection services to clients spread across the UK and Internationally. In line with the demands of our busy clients we do not insist on meeting all clients at our Surrey base. There are four reasons why we have survived and grown, when so many other firms have disappeared, we give the best advice through changing times, we've maintained our independence, we've never grown too big and we're frank about fees. We offer a comprehensive range of services, from arranging a mortgage to the lifetime management of your finances. Our services Taking a diverse range of needs and formulating a simple to understand overall financial plan to help achieve your goals.  

Executive Advisory Services Ltd

Executive Advisory Services Ltd

 

Fresh Approach Finance

Fresh Approach Finance

We are a family run business with over 21 years experience in the financial industry. As one of the UK’s leading whole of market mortgage advisors, we promise to find exactly the right mortgage for you from the thousands the market has to offer, offering a whole of market choice that won’t be beaten. Our advice is always impartial and our advisors provide expert mortgage, Life, Will and Pensions advice tailored to suit your individual circumstances, making sure we find the best mortgage deal for you, whether that be for a new house purchase, a remortgage or a buy-to-let mortgage. 

Access Financial Services

Access Financial Services

 

Personal Loans

Personal Loans

Dear Sir,madam I am direct agent with a bank guarantee provider. Our company can issue you with BG,SBLC,MTN,LOAN ETC that can help your company get credit line with your banks etc. Also our banking instrument can assist your company to grow. Please do contact me asap for more discussion. Ronald Rajnesh Gounder Email:grounesh.advisory1@gmail.com Skype:grounesh.advisory 

Antonor

Antonor

 

Merchant Financial Services

Merchant Financial Services

 

Carrington Blake Accountancy

Carrington Blake Accountancy

Carrington Blake Accountancy is verified Certificate of Excellence 2019

Carrington Blake Accountancy is an established practice, ideally suited to help all small and medium sized enterprises; (sole traders, partnerships and limited companies). We recognise that not all businesses have access to financial expertise to take care of all their day to day accounting needs; not only to ensure statutory compliance but also to access financial information to make the right business decisions. At Carrington Blake Accountancy, we give added value to our clients helping them cut costs, improve their business profits and plan for future growth. We pride ourselves on not only being your financial advisor but also your trusted business partner. We offer a variety of bespoke solutions to meet your specific business needs including the following: • Bookkeeping • Management Accounts • Business Planning • Taxation/PAYE/VAT • Annual Financial Accounts • Statutory returns for both HMRC & Companies • Payroll • Company Formations/ Self Employment Registrations • Company Secretarial Services • Advice on Financial Planning • Wealth Management 

Aspire Independent Financial Planners LLP

Aspire Independent Financial Planners LLP

We are Independent Financial Planners, offering advise to individuals, professionals and SME's. We work with you to help in all areas of financial planning. Investments, Pensions, Life Insurance, Income Protection and related areas. We work closely with a mortgage broker, a Will writer and a Private Healthcare specialist. If we cannot help we will tell you immediately. We will always give a new potential client a free meeting of up to1 hour 

Bennison Brown

Bennison Brown

Bennison Brown can advise you on the financial decisions you need to make throughout the different stages of your life. We are able to advise on a range of financial products including pensions, investments, mortgages, protection and also offer accountancy services.  

Mortgage Hunters

Mortgage Hunters

Mortgage Hunters is verified Certificate of Excellence 2019

Mortgage & Protection specialists. We have been in business over 10 years as Mortgage Hunters, but have been in the industry even longer. We are experienced with all types of lending, from standard residential and buy to let mortgages, through to bridging loans, and commercial investment. Not only will we find you the right mortgage product, we'll also protect it and your way of life too.  

Continuum (Financial Services) LLP

Continuum (Financial Services) LLP

Services include: 1. Savings and Investments Designing investment solutions that you give you the best opportunity of achieving your objectives Reviewing investment portfolios and savings to ensure performance meets your expectations Ensuring a diversified portfolio that accurately reflects your views on risk Minimising your tax liability through ISAs and NISAs Ensuring your savings are earning the best possible returns Finding the right balance between building investments, savings and pensions 2. Insurance and Protection Ensuring the appropriate life protection is in place for your family and / or liabilities Ensuring appropriate protection is in place is case of serious illness or injury Protecting your family in case of an unforeseen loss of income Protecting your income in the case of being unable to work 3. Pensions & Retirement Planning Consolidating company and private pension schemes Ensuring pension plans are progressing in line with your expectations Evaluating the pros and cons of SIPPS and managed pension schemes Updating plans to allow for early retirement Managing your investments through to retirement 

Gizmo cash

Gizmo cash

. Gizmo Cash is your one-stop destination for finding solutions to all your financial troubles. They offer all varieties of short-term loans to suit your requirements. With the best rates and quickest approvals, you are bound to find a definite go-to friend in them during your financial needs. They believe in dependable lending, and are available at your disposal for all your queries and requirements. A tradition of no bias towards credit scores and guarantor application is followed at Gizmo Cash 

Global Financial Services

Global Financial Services

Global Finance Limited is one of the leading mortgage and insurance agency in Auckland, New Zealand. We are highly respected, trusted and awarded agency. We have been helping kiwi families to reach their dream for 19+ years. Scale & Size We have arranged over $5 billion of mortgages and over $3 billion in personal risk insurance cover since our inception. Every year we cater to over 1,500 customers for their mortgage or insurance needs so that they can meet their financial goals. Our Services: 1. Mortgages for First Home Buyer 2. Mortgage Restructuring 3. Mortgage Refinancing 4. Business & Commercial Loans 5. Construction Loans 6. Property Investment 7. Debt Consolidation 8. Trauma Insurance 9. Total & Permanent Disability Insurance 10. Mortgage Protection Insurance 11. Medical Insurance 12. Life Insurance 13. Income Protection Insurance 14. GFS Simple Life Insurance  

BIG LOAN LENDER

BIG LOAN LENDER

Big Loan Lender is a leading online financial hub offering viable solutions, especially to those in serious crisis. The proactive loans for bad credit borrower from direct lenders are designed to improve your financial condition. Besides, we make sure to present the loans in the best possible way.  

MySignals.org

MySignals.org

 

Best Unsecured Loans

Best Unsecured Loans

Best Unsecured Loans UK is a loan adviser in the UK providing advice and guidance on the loans. We are advising people on loans, and ensure financial safety as well as well-being. At Best Unsecured Loans UK, we give our customers a wide platform, which adds financial stability in your life.  

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.

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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