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Investment Advisors in Dundee 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. 

Nikki Niven Entreprenuer

Nikki Niven Entreprenuer

I am a Life Coach and Entrepreneur, specialising in various sectors. A multi-industry entrepreneur with a forte in communication, both spoken and written. Trained in multiple disciplines from Tony Robbins Strategic Intervention Core 100 Programme to Heartmath to more industry-specific genres, but also encompassing academia. Active in several businesses spanning diverse industries, all of which rest with the objective of helping others : Life Coach and Mentor Business Coach and Mentor Public Speaker Debt Advocacy, Scotland Financial Introductions, Scotland Complex Claims, Scotland Professional Network Marketing Leader & Mentor Author Small Business Start Up Strategist Club Fundraiser & Strategist Claims Management Specialist Always seeking synergy, synchronicity and satisfaction, I am the epitome of dynamism and diversification. The common denominator in all my business ventures is simple - I strive to help others, in service, for the good of the whole. Every area in which I coach, mentor and assist is an area in which I have been personally affected. It is my objective to offer choices to individuals and then provide a catalyst to change. I believe that in order to fully empathise with any given situation, a mentor has to have experienced it first hand - I have done so in all my niche areas, thus I can lend an empathetic ear as well as professional guidance and advice. I am qualified in multiple areas and offer a unique, personable, relaxed and appropriately fun approach to providing guidance to solutions. My specialist areas are : Life Coach : specialist areas ; abundance, success, leadership, mumpreneurialism, goal achievement, business start up, team coherence, overcoming financial difficulties, coping with chronic conditions, emotional eating, empowering young people. Qualifications and Business Details: Managing Director: EnEn Life Limited - Certified Life Coach via Heartmath and Tony Robbins Accredited Core 100 Program (Student). Active in personal group sessions, one-to-ones, corporate and sports organisational, via FEART brand. http://www.coachrevolution.com/profile/hellonikkiniven-com (temporary partial website only) Bitcoin Investment Strategist - helping people and organisations invest, save and work in the growing world of cryptocurrency https://enenlife.usi-tech.info/ Co-Director: Plan Zed Limited - FREE debt advocacy, mortgage/ life insurance/critical illness/investment/pension/ home insurance intermediary and positioning service, property sales, general administration services. www.planzed.co.uk (website pending) Co-Director: FEART Limited - niche life coaching, business coaching, start-up business guidance, brand creation, accounting models, website development, marketing plans, funding strategies, feasibility reports, organisational and club support, personal development, stress management, performance enhancement, clarity and goal setting assistance www.feart.co.uk (website in development) Co-Director: 17in7 Limited - ecletic inbound PPI claims administration service providing guidance on ‘DIY’ or full support at a ‘best in market’ price of 17%. Specialising in difficult cases eg discharged Protected Trust Deeds. Pollock Football Club Focus Group Consultant Philantrophist & Consultant to various individuals and organisations Independent Speaker, Blogger & Writer Supported by an award-winning, eclectically chosen team of multi-faceted, fully-regulated and highly experienced specialists. Txt for Call Back : 07554 010 285 FACEBOOK TWITTER LINKEDIN Instagram : Nikki_Niven Appointed Representative Introducer Regulated Under FCA Mentor / Coaching: Tony Robbins * Robbins Madanes Training Student Mentor / Coaching: Strategic Intervention Student Mentor / Coaching: Total Breakthrough System Student Mentor/Coaching: Heartmath Certified Coach Mentor/Coaching: Certified in Consciousness, Science & The Nature of Reality Mentor/Coaching: Network Marketing Operative & Trainer, via Network Marketing Pro Mentor/Coaching: Member of Harvard University DASH - CPD Mentor / Coaching: Certified Life Coach undertaking CPD Member of East Renfrewshire Chamber of Commerce Espark Alumini - West Coast Hatchery. Nikki Niven - Winner of RBS Sponsored "Best Social Impact" Company (MD) Outstanding Local Editor Award – Mums in Control Magazine BT Remote Worker Skills Award for Journalism Study with Open University – Runner Up Psychology BSc (Hons) HND Business Studies Open University Social Science - Distinction NC Hospitality Management Design Thinking / First for Service National Accreditor UK Detailed business : Managing Director: EnEn Life Limited - Certified Life Coach via Heartmath and Tony Robbins Accredited Core 100 Program (Student). Active in personal group sessions, one-to-ones, corporate and sports organisational, via FEART brand. http://www.coachrevolution.com/profile/hellonikkiniven-com (temporary partial website only) Business Portfolio also spans... Bitcoin Investment Strategist - helping people and organisations invest, save and work in the growing world of cryptocurrency https://enenlife.usi-tech.info/ Co-Director: Plan Zed Limited - FREE debt advocacy, mortgage/ life insurance/critical illness/investment/pension/ home insurance intermediary and positioning service, property sales, general administration services. www.planzed.co.uk Co-Director: FEART Limited - niche life coaching, business coaching, start-up business guidance, brand creation, accounting models, website development, marketing plans, funding strategies, feasibility reports, organisational and club support, personal development, stress management, performance enhancement, clarity and goal setting assistance www.feart.co.uk Co-Director: 17in7 Limited - ecletic inbound PPI claims administration service providing guidance on ‘DIY’ or full support at a ‘best in market’ price of 17%. Specialising in difficult cases eg discharged Protected Trust Deeds.  

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. 

Torphin Financial Planning

Torphin Financial Planning

Torphin Financial Planning is verified Certificate of Excellence 2019

A trusted Edinburgh and Lothians IFA, Torphin Financial Planning offers professional guidance specifically on Defined Benefit / Final Salary Pension analysis and transfers. Investments, Pensions, Inheritance Tax Planning and Trusts. With many of our clients either retired, or looking towards retirement, we aim to help you organise your finances so that you can feel secure and ready for the next stage in your life. As independent financial advisers, we aren’t restricted in the same way as some financial advisers are: We’re nimble and can make quick decisions We’ve access to a larger choice of financial products which can be tailored to your specific needs (in comparison, a restricted adviser is restricted by provider or investment product) We have special partnerships with local stockbrokers, giving access to their investment expertise as well as ours We’re local, so you can call into our office in south Edinburgh, near the Pentland Hills, have a coffee and talk things over with us Torphin Financial Planning looks to build personal relationships with our clients that will continue throughout the years so that we can offer ongoing help and support when required. By getting to know you and your financial circumstances, we aim to ensure that you don’t pay a penny more in tax than you need to and that you’re making a profit on your investments. This relationship and understanding also allows us to keep you up to date with specific and relevant information on any changes in regulations which could affect your savings and investments. We are then in a position to offer the right advice so that you remain in control of your return 

Torphin Associates Ltd.

Torphin Associates Ltd.

 

Edinburgh Mortgage Advice

Edinburgh Mortgage Advice

Whole of Market Mortgage Broker established in 2010. Based in Edinburgh, but deals with clients throughout the UK. All sectors of the market covered including Buy to Let, Adverse, Specialist, Purchase and Remortgage. We also have a commercial finance offering 

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.  

financial-advisor-near-me.com

financial-advisor-near-me.com

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

 

Walker Dunnett & Co

Walker Dunnett & Co

We provide all the “typical” accountancy services, as well as offering the services of our in house fully qualified Financial Advisers. We want to get to know you as a person, not a client number, and our team is here to not only give you your accounts, but also help you improve your business and your financial planning. Accounting services and business advisers to SMEs . Our services are listed below: •Accountancy services •Independent financial advice •Business development advice •Business growth workshops •Business start-up advice •Business plans and cash flow forecasts •Audit services •Corporation tax compliance and planning services •Personal tax compliance and planning services •Portfolio management •Book keeping services •VAT and payroll bureau and health checks •HMRC Investigation services •Grant assistance 

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 

Ferguson Oliver Mortgages

Ferguson Oliver Mortgages

 

Findlay & Company Financial Services Limited

Findlay & Company Financial Services Limited

Independent Financial Advisor 

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. 

Global Capital

Global Capital

With over 20 years of experience of dealing with investment products, investors to this day remain the same the world over, with 3 key criteria to meet. Capital Secure Guaranteed % returns Low Entry We only work with developers with an outstanding track record, ensuring you a hassle-free, low-risk, high return investment alongside full independent due diligence and risk assessment. 

Virtual Investments

Virtual Investments

 

A-Point Mortgages

A-Point Mortgages

Most people are paying more on their mortgage than they should because they have not shopped around. By using our service you will be able to see if you can save on what you pay each month, pay your mortgage off more quickly or borrow extra money on your house more cheaply than elsewhere. A-Point Mortgages represent a large number of independent mortgage intermediaries across the UK who are regulated by the Financial Conduct Authority (FCA) and who are able to look at the whole of the market and give advice that is in your best interest with a NO FEE, NO OBLIGATION initial review of the market. You have nothing to lose and everything to gain! Let us help you now. 

Private Investment Advisor

Private Investment Advisor

If you are having investment choice issues, we are here to help with multiple choices of invest Just contact markpake28@gmail.com For more info 

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. 

Jd consultants

Jd consultants

 

United Enterprises

United Enterprises

 

Profusion FX

Profusion FX

 

Ferguson Oliver Mortgages

Ferguson Oliver Mortgages

 

Tilney

Tilney

 

Lighthouse Financial Advice Ltd

Lighthouse Financial Advice Ltd

Lighthouse is one of the largest providers of expert financial advice in the UK. I provide a service to personal and business clients on savings, investments, wealth management, pensions, retirement planning, inheritance tax, trusts and insurance. I can help you make informed and impartial professional decisions drawing on my 11 years experience in the financial services industry. My aim is to ensure that my clients understand the financial planning process, my recommendations are based on researched solutions that enables you and I to build a plan that has realistic targets and expectations for you and your family's future. 

Jackson and Smith

Jackson and Smith

Looking for a pension transfer specialist! JacksonSmiths works alongside a Firm of Pension Transfer Specialist. Firstly, we would like to arrange a free telephone consultation with a specialist to get a better understanding of what you are looking to achieve together with answering any questions you may have. If they can help they will then prepare a transfer analysis report, cashflow plan and no obligation recommendation on your behalf. 

Cairn Independent Ltd

Cairn Independent Ltd

 

Policy mantraa

Policy mantraa

 

Albion Financial Solutions

Albion Financial Solutions

 

Fair City Mortgages

Fair City Mortgages

through a personalised recommendation.As certified brokers, we know from first-hand experience how overwhelming it can be to deal with mortgages. Fair City Mortgages specialises in helping you understand all of your mortgage and protection needs We can deal with your mortgage enquiry over the phone, at our office or by a home visit at a time to suit you! Get in touch with us today to see what I can do for you. 07900075368 or 01828 686668 david@faircitymortgages.com 

RTW Brokers

RTW Brokers

We are international payment experts, working with a panel of the UK's leading currency brokers. We offer independent advice for businesses and individuals wishing to make or receive international payments. As an independent specialist we negotiate the best exchange on behalf of our clients, making sure you have access to cutting-edge features and the highest levels of customer service and advice. Our clients do not pay for our service. 

Saif Siddiqui Management Consulting Ltd.

Saif Siddiqui Management Consulting Ltd.

Our services are geared towards empowering our clients with knowledge, expertise and insights with the singular aim of allowing them to make better decisions Our service delivery is focussed on three functions of Executive Advisory, Corporate Consultancy & Collaboration. Each is geared to deriving maximum insight from our experience and adding value to our clients regardless of what level of engagement or aggressiveness with which to pursue their goals they choose. Our expertise lies in developing Operational Efficiencies, Business Growth, Mergers & Acquisitions, Target Operating Models, Company (Re) Structuring for Investment, Startup support & execution and supporting management teams adopt, change and mature into their new structures. We also provide Executive Leadership coaching on a 1-1 basis as well as for teams along with Business coaching for SMEs 

Aarti sharma

Aarti sharma

its company very useful for everyone 

Henderson Stone & Co Ltd

Henderson Stone & Co Ltd

We offer an initial guidance meeting with potential clients at our expense and if it is agreed advice could be of value, then the costs and scope of our services are explained and a further meeting arranged We work through the Central belt in Scotland with offices in Glasgow and Dundee as well as a presence in Northern Ireland. Whilst a number of our 20 advisers specialise in Pension Freedoms at Retirement we also deal with Occupational Pension Transfers, Investments, Tax Planning and Protection see our website 

MMG Archbold

MMG Archbold

 

IFA Jobs

IFA Jobs

IFA Recruit is your one stop option for international placement as an offshore financial advisor. Contact our offshore IFA recruitment specialists today. 

Investment Advisors on Bark


  • We'll reach out to them as well as others, based on your requirements.

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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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