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Investment Advisors in Plymouth ready to help


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. 

Astute Money Financial Planning Ltd

Astute Money Financial Planning Ltd

 

Exeter Mortgages Online

Exeter Mortgages Online

 

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.  

www.molyneux-associates.co.uk

www.molyneux-associates.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

 

Trinity Independent Mortgage Brokers

Trinity Independent Mortgage Brokers

 

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 

Manning and Co

Manning and Co

Manning and Co is verified Certificate of Excellence 2019

 

Darnells Chartered Accountants & Business Advisers

Darnells Chartered Accountants & Business Advisers

At Darnells, our mission is to give you the advice we see your business needs. This includes good commercial advice, with up to the minute tax planning. We provide much more than just compliance accounting and guarantee our fees will be covered by tax savings or business improvement. Book your completely objective financial review today; no fee, no obligation. As the saying goes '...nothing ventured, nothing gained'!  

Continuum (Financial Services) LLP

Continuum (Financial Services) LLP

Continuum is a new brand of financial advice. It is a partnership of like-minded Independent Financial Advisers sharing a common passion, approach and commitment to practicing true financial planning. We are dedicated to providing a modern financial planning experience; one that focuses on the client. We believe that by creating a 3-way partnership between Continuum, the adviser and the client, we also create an environment where each party can only succeed and grow if the other parties also succeed and grow. As a Continuum client you can expect unbiased and independent financial advice from a fully qualified financial adviser who is dedicated to building a lifetime financial planning relationship. We would like our clients to stay with us for life. We want to strike the right balance by building a business that is big enough to make a difference yet small enough to care. Continuum (Financial Services) LLP, Falcon House, Eagle Road, Langage, Plymouth, PL7 5JY. Registered address: As Above. Registered in England and Wales. OC393363. Continuum is a trading name of Continuum (Financial Services) LLP, which is authorised and regulated by the Financial Conduct Authority. Continuum (Financial Services) LLP is a Limited Liability Partnership. 

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

 

Profusion FX

Profusion FX

 

Harper Financial

Harper Financial

 

Fordham Finance Group

Fordham Finance Group

Accountants, Tax Consultants and Financial Advisers. We offer the full spectrum of business and financial services to support every stage of your life & business. We have a unique range of skills and qualifications in our team that gives us the ability to give client advice like no one else. 

Tilney

Tilney

 

bryan@hollingsworth.uk.com

bryan@hollingsworth.uk.com

Chartered financial planner providing a personal and tailored service to individual clients assisting them to achieve their financial goals. Bryan J Hollingsworth ACII DipPFS is an Appointed Representative of Julian Harris Financial Consultants, which is Authorised and Regulated by the Financial Conduct Authority. Bryan J Hollingsworth - FCA No 152663 - Julian Harris Financial Consultants - FCA No 153566 

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. 

Howard Financial

Howard Financial

 

Clarity Wealth Management LLP

Clarity Wealth Management LLP

 

DJPRITCHARD

DJPRITCHARD

 

Tailored Wealth Financial Management Ltd

Tailored Wealth Financial Management Ltd

 

DFP Wealth Management

DFP Wealth Management

DFP Wealth Management is a long established firm of independent financial advisers that offers Plain Speaking Financial Advice DFP Wealth Management offers a wide range of services to its clients such as retirement planning, investments, inheritance tax planning , personal protection, and employee benefits. We take the time to get to know you and help make the experience of finding the right solution for your needs as easy for you as possible and only ever act in your best interest 

Wealthmasters

Wealthmasters

Established in 2004, Wealthmasters provide financial planning advice to private, corporate and trustee clients. Our Financial Advisers are well qualified and experienced, offering solutions from the whole of the market depending upon your objectives, your capacity for loss and the risk you are willing to take. Our Advice Process With offices in Bridgend (South Wales), London and Bournemouth, our firm is authorised and regulated by the Financial Conduct Authority to advise on Investments, Pensions, Savings, Mortgages and General Insurance. We also offer access to specialists in Tax Planning, Estate Planning and Trusts in order to provide holistic financial advice. We offer a range of different Ongoing Service Levels - our choice of options is designed to ensure we are able to meet your needs whether you require a low service level or prefer an active relationship with your Adviser delivering bespoke planning, portfolio rebalancing and regular reviews. Our aim is to build a long-term partnership with our clients, founded on trust and the confidence that you will receive best advice from professionally qualified and experienced staff. Wealthmasters - your Financial Adviser of choice... Our initial meeting is without charge Our focus is in service not product sales We offer "whole of market" advice Most of our new clients come through recommendation We can access trust, tax and accountancy expertise Our Expertise Investment planning and portfolio management/income or growth Inheritance Tax (IHT) Planning Trustee Investment Policy creation and management Pensions including Commercial Property Purchase Personal Life Insurance and Critical Illness Protection Wills, Trusts and Bloodline Planning Key Man Insurance / Business Protection Auto-Enrolment Our Ethos Treating Customers Fairly is very important to us. We will give you the time and opportunity to read our Financial Plan and ask any questions you may have to ensure you make an informed decision, before you agree to implement any of our recommendations. For us, Financial Advice is not about securing a product. We work in partnership with you to help you meet your own financial aspirations and we deliver ongoing guidance and support at a level chosen by you. When you choose to become one of our clients, we will work with you to create a comprehensive written step-by-step plan of action. 

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. 

Clearwater Financial Planning

Clearwater Financial Planning

Financial Adviser helping individuals and business with all aspects of Financial Advice.  

Financial Help UK

Financial Help UK

Financial Help UK are a company independently set up to offer extra support and help to the general public in regards to pension law changes brought in by the government in April 2015. Financial Help UK are in conjunction with licensed and regulated independent financial advisors around the United Kingdom who offer full and impartial financial advice on your frozen or active pension. 

Allen Tomas & Co Mortgages

Allen Tomas & Co Mortgages

Allen Tomas & Co Mortgages provides whole of market advice for residential mortgage or buy to let mortgages. It has expertise in credit repair and working with difficult cases. In fact, Allen Tomas & Co Mortgages prides itself on being able to secure mortgages which others cannot – this is because Allen Tomas & Co, as a wider brand servicing local businesses and communities, is able to understand better customers’ needs and lender’s requirements. Allen Tomas & Co Mortgages was set up by Michael Crisp a Registered Individual of Blueberry Mortgages. Allen Tomas & Co Mortgages was created to provide mortgage advice to existing clients of Allen Tomas & Co Financial Management Ltd. We pride ourselves on understanding our client’s needs and then delivering a range of options tailored to meet these requirements. Our ability to understand in greater depth enables us to provide solutions which might otherwise be missed. 

Responsible Equity Release

Responsible Equity Release

 

Investment & Financial Solutions Partnership LLP t/a Richmond Independent

Investment & Financial Solutions Partnership LLP t/a Richmond Independent

 

Sterne Agee Financial Services

Sterne Agee Financial Services

When it comes to financial services, you will be highly impressed with the results when you hire Sterne Agee Financial Services Inc. in Oakland, California to handle your investments. Sterne Agee Financial Services Inc is a knowledgeable and trustworthy retirement consultant that specializes in investment services that include municipal bonds, corporate bonds and equities. If you are looking for the best investment adviser in Oakland, CA contact Sterne Agee Financial Services today to schedule an appointment. 

KAZLIN COMMERCIAL FINANCE

KAZLIN COMMERCIAL FINANCE

We are Commercial Finance Brokers arranging Commercial Mortgages and Business Loans secured upon all types of Commercial Property from Accountancy Practices to Zoos in fact a real A to Z of all sectors of business We work with Sole Traders, Partnerships, Limited Companies ( even those with charitable status) to find suitable lenders who will provide finance at the best terms and most competitive rates for your business NACFB  WORDING FOR LEADS SYSTEM Kazlin Commercial Finance  is an Independent Experienced Commercial Finance Brokerage based in Devon specialising in Commercial Mortgages and Business Loans secured on all types of Commercial Property but through our professional relationships we also  cover other areas of finance raising History The firm was founded in 2003 by Peter Robinson,a qualified accountant who continues to run the business and to forge meaningful professional relationships with a spectrum of lenders ranging from the high streets banks and building societies to the challenger banks and finance houses and more recently the alternative lenders including peer to peer and private lenders Geographical Aeas Covered Whilst digitally we operate throughout the UK  most of our clents are in the Westcountry as to give the best service face to face meetings are often requested by clients and some lenders the result being  we consider we can be with them within 2 hours travelling time from the office.We are therefore within easy reach of the counties of Cornwall,Devon,Somerset,Dorset,Wiltshire,Avon ,Gloucester and Hampshire Trading Policy and Fees Our Trading Policy is simple: to find our clients the most appropriate funding for their commercial needs and often give them choices between lenders as to terms, rates,loan to values .term etc We do not charge up front fees and you will not pay for our services until a suitable offer has been received Qualifications and Memberships We are fully regulated by the Financial Conduct Authority and are full members of NACFB and the Federation of Small Business  

Alexander House Financial Services

Alexander House Financial Services

Alexander House Financial Services is a 'Chartered' professional financial advisory service. Established by a highly experienced management team, who want to deliver high-quality services to people who need sound and trusted advice. Traditional Values, Modern Thinking, Transparent Advice. ​Why are we different?​ •We will provide you with your own online financial portal – so you can see your plans and play on our planning tools. •We will be available to you via the phone, email, web conferencing or by face to face – so dealing with us is easy. •You will be supported by your very own local advisor/ Relationship Manager who can introduce you to your very own 'Boffins'- highly qualified financial specialists. •We will use the secure, market leading technology to save you money, and put you in control of your personal financial affairs. •We will record all of our interactions so we can check you have the right product and that you understand the advice you have been given. •We will also be completely transparent in our charges and what we will do for you. •We won't use your data or your identity for any other purposes, we want you to trust us. •We will always recommend a suitable product that matches your needs and will explain any risks that affect you- so you fully understand what you are investing in..​  

Investment Advisors on Bark


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

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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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