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Investment Advisors in Bourne End 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. 

Future Planning Mortgages

Future Planning Mortgages

We provide independent financial and mortgage advice covering a wide range of areas including investments, retirement (pensions), protection, mortgages, estate planning, tax planning and cashflow planning. 

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 

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. 

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. 

Hampden financial services

Hampden 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.  

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. 

Ablestoke Financial Planning

Ablestoke Financial Planning

Ablestoke Financial Planning is verified Certificate of Excellence 2019

 

AGILITY Financial Solutions Ltd

AGILITY Financial Solutions Ltd

AGILITY Financial Solutions Ltd is verified Certificate of Excellence 2019

Welcome to Agility Financial Solutions Ltd. Alan Drysdale is an independent financial adviser who is experienced in advising both individuals and companies on a wide range of financial matters, but is particularly focused on pensions and investments. His experience of providing face to face financial planning advice now spans over 27 years and has included time working in London for a large bank, a major insurance company as well as a very large independent financial adviser. Following this Alan formed Agility Financial Solutions Ltd in Beaconsfield in 2009 which now trades from offices in central Amersham. We work from the whole of market and are therefore not tied in any way to any investment house or strategy. In an industry which has a reputation of making simple things complex, here we aim to make complex things simpler. Our focus is to deliver high quality and accessible advice at a fair price to personal clients with existing pension plans (retirement funds) and/or investment lump sums. All clients are supported by a small team of experienced and qualified individuals working behind the scenes to help you achieve your objectives. So that we can give you the very best advice, we expect to get to know you really well and we want you to keep in touch on a regular basis. Whether it is for a lump sum investment, for pension planning or pension drawdown, investment success comes from the consistent application of a robust process. Typically the type of new client we are looking for are based in Buckinghamshire, Berkshire or the London areas and will usually have already built up a reasonable level of savings but are now seeking greater structure so as to help improve potential for investment growth. We are always happy to meet with potential new clients and offer an initial consultation of up to 45 minutes free from any obligation, (or charge) to help you decide whether or not we are the right “fit” for you.  

Punter Southall Focus

Punter Southall Focus

 

Featherstone Investment Partners

Featherstone Investment Partners

We are an investment, tax & financial advisory firm that differentiates ourselves by investing alongside our clients and providing them with access to many of the world’s leading investors. Our clients enjoy the qualities of a smaller, friendlier and more accessible firm, whilst benefiting from our team’s experience working for companies such as Goldman Sachs, UBS, Odey & Deloitte. We are part of a privately-owned group founded in 1999 to manage the investments of a single family… today the group administers over £2 billion and are recognised as industry leaders. www.featherstonepartners.co.uk  

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. 

Crowood Financial Solutions

Crowood Financial Solutions

Crowood Financial Solutions is verified Certificate of Excellence 2019

Providing mortgage advice and financial planning to individuals and businesses. 

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.  

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.  

Dixon Financial Planning Ltd

Dixon Financial Planning Ltd

Dixon Financial Planning Ltd is verified Certificate of Excellence 2019

Andy Dixon is a certified financial planner and has worked with his clients over a number of years advising them on all aspects of their financial arrangements. He has built a reputation with his clients through his honesty, integrity and quality of service. Andy believes that the key to meeting your financial goals is planning as early as possible “Failing to plan is planning to fail.”. The aim of Dixon Financial Planning is to form long-term relationships with clients where plans can be started, monitored and adapted to reach your objectives and to help you once you get there. We meet all our clients at their home or office as this is often where they feel most comfortable and have all their information to hand. Your finances are a life cycle and we want to be there every step of the way. 

Better Financial Planning

Better Financial Planning

Better Financial Planning is an Independent Financial Advisers firm based in Bishops Waltham, Hampshire. We specialise in Pensions including Defined Benefit or Final Salary Schemes, Investments and Estate Planning including Inheritance Tax Planning. Our Website gives a lot more detail. I am happy to discuss matters initially on the phone to give you a better idea of our Services and the costs to you. An initial meeting will also be at our expense if we mutually decide it will be of value.  

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.  

Coller IP

Coller IP

 

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. 

AKS Consultants

AKS Consultants

We enable SMEs, Business owners and growth businesses shape and prepare for growth, leveraging our own in house experience and that of our extensive network of industry contacts. AKS partners has been advising SMEs, business owners (Including Sole Traders) and management teams on expansions, restructuring, acquisitions, buy-outs, listings, new issues and fund raising for over 10 years (With Companies Such as Standard Bank and Helios Inv Partners). Typically, this involves our taking a hands-on, ongoing role in supporting shareholders and management in: • Developing and refining Business Plans for new Projects or expansion opportunities. • Support in managing the business’s working capital requirements. • Advising on corporate structuring and management incentives • Business Performance Optimisation ( Turn Arounds) • Business Strategy planning for Existing and Start-Up Companies. • Acquisition and Disposal of Businesses. • Mergers and Acquisitions • Company Valuations. • Insurance Brokerage • Technology Advisory: ERP (SAP/SAP Hana) Implementation, Digital Transformation, Product Management/Product Design services. • Commercial Marketing/Business Development plans • Developing internal systems and operational processes.  

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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