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Investment Advisors in Portslade ready to help


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. 

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.  

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. 

Asset Management Financial Advisers Ltd

Asset Management Financial Advisers Ltd

Asset Management Financial Advisers Ltd is verified Certificate of Excellence 2019

Our Mission is to help our clients make sound financial decisions through relationships with our advisers based on professionalism, trust and the utmost integrity. We have built our business around our clients. We treat our clients as unique individuals and our highly qualified team of advisers are committed to establishing their needs and delivering tailored solutions in a cost effective manner using leading edge technology. Meeting and exceeding client expectations is imbedded in our culture and our aim is to guide each and every one towards achieving their financial life goals. 

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 

THL Accounting Services LLP

THL Accounting Services LLP

 

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.  

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 

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.  

Moneysprite

Moneysprite

Moneysprite is here to cut through all the hassle, the red tape and the bureaucracy of the financial services market to deliver a great, simple to use one stop shop for all your insurance and mortgage needs. What is more, Moneysprite is truly customer focused and ensures that everything will always be explained clearly, precisely and in a friendly manner! Moneysprite offers a plain and simple approach - we do the leg work for you whilst you stay happy in the knowledge that we will obtain great deals on mortgages and insurance for you with well known brands you already know and trust. At Moneysprite we work with you, our client, to deliver great solutions if you're looking for a mortgage or insurance. 

Tax and Reporting Matters

Tax and Reporting Matters

Hi there, I am a qualified Tax Adviser and Financial Adviser. We provide a tax return service to the self-employed, Landlords and individuals with complex affairs. For this, we usually charge a fixed fee which is agreed in advance with the client. This means the client knows exactly what they have signed up to. We also provide tax advice in connection capital gains tax and inheritance tax. As a qualified Financial Adviser I can also provide more general Financial advice through my Financial planning business. This gives me a distinct advantage over other tax advisers because some tax planning solutions can only be actioned by a qualified Financial adviser regulated by the FCA. I can also deal with typical financial planning and investment matters such as ISAs, life insurance and pensions. I look forward to working with you.  

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.  

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/  

Kelvin Redwood Wealth Management

Kelvin Redwood Wealth Management

Kelvin Redwood Wealth Management  is verified Certificate of Excellence 2019

The St. James's Place Group was established in 1992 by Sir Mark Weinberg, the late Mike Wilson CBE and Lord Jacob Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992. Today, St. James’s Place is a FTSE100 company listed on the London Stock Exchange (STJ). The group has over 20 years of experience in the UK with 21 locations. The strength of our business is underpinned by satisfied clients, their referrals and our distinctive approach to investment management. I and St. James's Place personally aim to deliver our commitment by: - Providing face-to-face financial advice that is always honest and straight forward - Giving my clients the opportunity to review their financial affairs regularly - Ensuring that investments are managed effectively - Ensuring that any correspondence and literature is clear and easy to understand - Listening to my client feedback - Ensuring that all of my dealings with clients are sensitive to their needs St. James's Place Wealth Management Group guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group. Should the services I provide be of interest or you would like me to review any of your existing arrangements, I would be delighted to hear from you. UK Office: 11 Hamilton Place, Mayfair, London W1J 7DR UK Mobile: 07720 713 438 UK Email: d.gregory@sjpp.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

 

Fryer Glass & Co

Fryer Glass & Co

Fryer Glass & Co is verified Certificate of Excellence 2019

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

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.  

Money Honey Financial Planning

Money Honey Financial Planning

 

White Beach Alternatives LTD

White Beach Alternatives LTD

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

3B Removals

3B Removals

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

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 

Black & White Financial Ltd

Black & White Financial Ltd

Navigating your finances can be hard so we are on hand to provide a fully advised recommendation which is based on your own circumstances. We provide advice and guidance on: Investments & Savings Pensions & retirement Mortgages Financial Protection (Insurance) When you ask us to look at an aspect of your finances we will first get to know you and conduct a thorough review of your existing plans & circumstances to make sure they match your goals. If we thing there is an area which isn't working hard enough for you we will help you make changes so that you can get to where you want to be. 

Bishopsgate Wealth & Investment Management

Bishopsgate Wealth & Investment Management

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

Clifford Osborne Limited

Clifford Osborne Limited

 

Independent Mortgage Matters

Independent Mortgage Matters

 

Total Wealth Planning

Total Wealth Planning

Total Wealth Planning  is verified Certificate of Excellence 2019

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

Mortgage Style

Mortgage Style

 

Complete Financial Centre

Complete Financial Centre

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

Antonor

Antonor

 

Prosperity IFA

Prosperity IFA

 

Bennison Brown

Bennison Brown

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

Continuum (Financial Services) LLP

Continuum (Financial Services) LLP

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

Investment Advisors on Bark


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

  • Within hours, sometimes minutes, they'll contact you on Bark.

  • 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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