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Investment Advisors in Chipping Norton ready to 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.  

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. 

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.  

McRobieAdams

McRobieAdams

At McRobieAdams, We know that getting a mortgage can be difficult. That’s why our advisers offer professional guidance and support that’s regularly available. We aim to provide you with the expert knowledge of the mortgage market and superb customer service that you need. For more information contact us today!  

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. 

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 

Punter Southall Focus

Punter Southall Focus

 

Ermin Fosse Financial Managment

Ermin Fosse Financial Managment

 

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. 

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.  

Coller IP

Coller IP

 

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

 

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.  

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.  

Contact us

Contact us

 

Informed Wealth Management

Informed Wealth Management

With over 20 years experience in the financial services industry I have seen a lot of change. I genuinely feel that the evolution we have seen as an industry has been incredibly beneficial to UK consumers but has created such a lot of confusion. I have always taken the time to get to know my clients and explain the complicated world of financial advice in a way that they can relate to. My goal has always been to improve financial futures. This could be by way of consolidating retirement contracts or putting the correct family protection in place, but mainly this is by helping you to understand WHY changes need (or not) to be made. I created Informed Wealth Management because I have strong beliefs in how I can assist my clients. I believe in value over price. I believe in regular contact and long term relationships. I believe in personalised and independent advice as opposed to recommending ‘off the shelf’ solutions. Outside of the office I have many keen interests that I try to fit around a busy home life with my amazing wife and ‘busy’ 2 year old. I watch far too many films, listen to a staggering variety of music and frequent the odd pub here and there but my main passion lies with winter sports and in particular skiing. Nothing quite clears your mind like hurtling down a mountain whilst listening to the James Bond theme tune. Community Informed Wealth Management support ‘The Hibernian Society’ an amazing locally run charity that aims to improve the quality of life for elderly members of our communities. 

KLO Financial Services

KLO Financial Services

We are fully independent financial advisers offering all kinds of financial services, including pension and investment advice, family protection and estate planning. We have over 350 clients and manage over £120 million of invested funds. Our six advisers offer a wealth of experience and a range of specialisms and we pride ourselves on our technical ability and service led approach. There is no fee or obligation for any initial meeting, and this can take place at your home, workplace, or our offices in either Warwick or Birmingham. We look forward to hearing from you. 

Cass-Stephens

Cass-Stephens

 

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. 

Financial Brokers Ltd

Financial Brokers Ltd

Bespoke Whole of Market mortgage and insurance broker. Our Manager step by step dealing with you from price negotiations up to completion of purchase. We are specialist in dealing with difficult cases and guaranteed NO MORTGAGE = NO BROKER FEE. We provide property purchase and mortgage advice for Easter Europeans living in UK in them own languages, our main group of clients are Poles living in UK. Firma Financial Brokers Ltd jest brytyjskim brokerem finansowym obługujących klientów na terenie całej Wielkiej Brytanii. Nasi Managerowie obsługują klientów poprzez telefon, internet oraz drogą pocztową. Free initial financial consultation for foreigners living in the UK in their own languages. Residential Mortgages in the UK, Life, Critical Illness, Income Protection in the UK, Buy To Let Mortgage in the UK, Building and contents Insurance in the UK, Commercial Mortgages in the UK, Landlords Insurance in the UK, Bridging Loans in the UK, Commercial Insurance in the UK. Financial Brokers Ltd is authorised and regulated by the Financial Conduct Authority. The guidance and advice contained in this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Your home may be repossessed if you do not keep up repayments on your mortgage. The fee for mortgage advice depends upon your circumstances but we estimate it will be 1%. Financial Brokers Ltd holds customer Credit Licence and Data Protection Licence. 

Lucent Financial Planning

Lucent Financial Planning

Independent Financial Planners that enable you to achieve your life and monetary goals through careful financial planning 

Ad Valorem Wealth Creation

Ad Valorem Wealth Creation

Wealth Management Services Ad Valorem can advise you on the best ways to maximise and protect your hard earned wealth so that you can have financial freedom in your retirement. Our Wealth Management services and advice incorporates the following: Business & Commercial Financial Planning Business Protection Business Will Planning Pension Planning & Profit Extraction Employee Benefits & Auto Enrolment Solutions Personal Financial Planning & Wealth Management Personal Protection & Pension Planning 

Nextcredit

Nextcredit

Nextcredit is a UK direct lender that offers online instalment loans. The company aims to offer competitive instalment loan and credit products throughout the UK.# 

CK Kitchens

CK Kitchens

CK Kitchens have extensive experience providing bespoke kitchens to private and commercial clients nationwide. We provide cost effective, durable kitchens in a vast range of contemporary and traditional designs from the most respected manufacturers in the country, which we make effortlessly available to you and your clients via our head office in Cheltenham. We provide:- A made to measure service, so that we fit with the specific requirements of your developments and projects, Free design services Free surveying service (within 30-40 mile radius of Cheltenham) Business promise to beat costs you’ve received for any kitchen range, like for like – we are typically up to 40% cheaper than other showrooms/suppliers. We use only 18mm thick solid carcasses on the kitchen units supplied, including the back board, for greater strength and durability. Furthermore, all kitchens provided have Blum soft close door and drawer fittings as standard and genuine doors from the most well known manufacturers to ensure exceptional quality. We provide you CAD designs, including 3D views of the proposed projects for approval, and quotes for your designed kitchen all Free Of Charge. Our portfolio includes private and commercial customers, including schools, Developers and individual SME’s, who have received excellent consultancy, exceptionally high quality kitchens and discounts from working with us, and all of our customers benefit from our exemplary after sale service. We ensure value for money, high quality components & installation, attention to detail and customer service which is benchmarked against cohort companies. Please have a look at our website to get a flavour of the ranges we can supply:- http://www.ckkitchens.com/ We are always happy to meet with customers to demonstrate our full range of services and discuss project opportunities for which we can offer our services.  

Strategic Vision Wealth Management

Strategic Vision Wealth Management

Strategic Vision Wealth Management offers a wide range of high-quality wealth management services to Private, Corporate and Trustee Clients. Our expert team of financial advisors can help provide you with the financial advice in Oxfordshire you need to reach your life or business goals. We create strategies to protect our client's wealth and attain financial independence, giving them the financial freedom to ultimately work through choice, not a necessity. 

Real Life Mortgages

Real Life Mortgages

 

Ramsey

Ramsey

 

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1000Pip Builder Forex Signals

1000Pip Builder Forex Signals

At 1000 Pip Builder, we want our subscribers to achieve greater success in Forex trading. Our trusted daily Forex signals have been helping traders to make pips and our results have been independently verified. We perform a thorough technical analysis to provide daily Forex trading signals whenever a trade is opened on our own account, we will send you an E-mail and SMS with all relevant details. Our trading signals include entry price, stop loss and take profit so you can follow exactly the trades we are doing. 

Hang Seng

Hang Seng

 

JFS Cheltenham

JFS Cheltenham

 

Red Kite Wealth Management Ltd

Red Kite Wealth Management Ltd

Welcome! Financial planning is a very personal matter. No two clients have identical circumstances, or objectives. Needs often change over time and everyone’s financial situation is unique. So is our advice. We are independent financial advisers - our sole focus is on you – our client. Red Kite Wealth Management, formed in 2017 specialises in providing investment, pension, and retirement planning advice. We provide a full wealth management service for affluent clients. Our advice is completely impartial, and our continual monitoring and research of the financial services market enables us to consistently recommend the most appropriate solutions for you. Taking advice can be a daunting process, whether it’s for the first time or you have taken financial advice before. Your finances can often take a low priority because they are complex, but our clients appreciate our ability to make the process both simple and enjoyable. Based in south Oxfordshire, we advise affluent individuals, businesses, attorneys, trustees and charities at all stages of the financial planning cycle.  

Foresters Financial

Foresters Financial

 

Mr

Mr

 

St. James’s Place Weath Management

St. James’s Place Weath Management

I take pride as a Financial Adviser understanding exactly what you are trying to achieve, complementing this with a depth of knowledge to make you aware of other areas which may be affected, building your knowledge with specialist advice so you can make informed decisions for yourself, family or business. My emphasis is on maintaining a long-term relationship to provide a source of trusted advice as your financial needs evolve over the years. I offer a no obligation initial consultation and if I cannot help you I will certainly point you in the right direction. ► PLANNING FOR A SUCCESSFUL RETIREMENT I love working with my clients, sharing practical advice to plan what they need to do now, to achieve financial independence for the lifestyle they deserve and want in retirement. Includes advice around private & workplace pensions. ► PRESERVING & BUILDING CAPITAL To Understand and Maximise the opportunities that exist throughout your life, not only looking to maximise income and savings through compound growth on investment returns, but to make sure we use all allowances efficiently, such as: Capital gains & dividends, ISA’s and more. ► TRUST | ESTATE | INHERITANCE TAX - PLANNING Helping you to reduce your tax liabilities, using annual allowances along with efficient planning we can look at ways we can pass on your estate more efficiently to reduce any 40% Inheritance Tax liabilities which will fall on your chosen beneficiaries. ► WEALTH PROTECTION Making sure you aware and giving you the opportunity to protect against your liabilities. ► INTERGENERATIONAL WEALTH With increasing life expectancy, working with you to utilise collective family wealth most effectively. If you need expert advice then do not hesitate to get in touch. 

Maxi iClean

Maxi iClean

Www.maxiiclean.net  

PJM Paraplanning and Consultancy Services Limited.

PJM Paraplanning and Consultancy Services Limited.

 

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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