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I am a fully independent, whole of market adviser. This means I can recommened all products and services available to help you meet your financial objectives. I am a level 6, certified financial planner which puts me in the top 3% of advisers in the UK. My aim is to fully understand your objectives and what is important to you before recommending solutions to help you meet these objectives.
I am a qualified independent financial adviser, with the skills and expertise required to provide a tailored service to my clients based on their financial situation. I believe that trust is the key to creating the long-lasting adviser-client relationship’s that will benefit all parties involved. In recent years, I have mainly focused on private individuals and small companies;
We understand that individual needs vary. That’s why we stand against the prevailing trend of consolidation in the financial services industry. We believe that this approach often results in an over-reliance on in-house platforms, portfolios, and standardised advice processes. Our pledge is to offer impartial advice and market-wide financial solutions, ensuring that our clients benefit from services that are truly independent and specifically designed to meet their unique objectives.
London
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.
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, investment 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, investments and insurance for you with well known brands you already know and trust.
Peggy Picano-Nacci
We would highly recommend Aline as a Financial Adviser - she is professional, straight-to-the-point yet approachable, explaining things in layman's terms.
Our case was a little special, with one of us being recently self-employed, a difficult lease, etc. She very patiently explained the various options available to us, which she researched thoroughly as well. She always had our own interests at heart which we very much appreciated. If you are looking for someone to make this process a little easier, then she is your person! Thank you Aline, for all you have done!
Here at Open Financial Advice, we believe in full transparency, a breadth of full whole of market financial advice and an excellent customer experience, within working hours designed to best suit the needs of our clients. We're available for appointments up to 9pm Monday to Thursday and to 5pm on Fridays. With over a decade of experience within Financial Services, generating a wide financial advice knowledge base, nurturing industry relationships with associated investment firms, lenders and insurers, we will find the right solution for you!
Empire Wealth is a boutique Financial Advice firm based in Mayfair. We believe it is important and our responsibility to provide holistic financial advice and act solely in the best interest of each of our clients at all times. We have no “hidden agenda” and our sole purpose is to work towards your goals (not ours). Financial wellbeing means different things to people at various stages of their lives.
Our History- The future of blockchain Hyperion Capital was founded in 2009 by Matteo Sergi and a group of expert exchange market traders. After long consultations and analytical investigation of brokerage service market it was decided to create a company, which could fill unsatisfied demand in the area of trust asset management services on the Forex market. At the initial stage company's business was focused on providing trust services to a relatively small coterie of institutional and big private investors.
We are different from all other cask whisky brokers. We have registered with the FCA and have qualified to offer finance. We are also the first company to be able to offer client accounts meaning clients have irrefutable proof of ownership. We pride ourselves on offering great products, great returns, and great security.
Jerry Kopec
Fantastic Service.. Dean has had patience and professionalism with my wife and I in purchasing our first cask of Whiskey. Answered every question in great detail and I look forward to what the future holds. I would recommend Celtic's service to anyone that is looking to enter the Whiskey market... Your in good hands !!!
For over 30 years we have exclusively worked with Investment Funds to generate high yields for clients. Experts at navigating the complexities of today’s financial world, we ensure your wealth works for you.
- We provide creative and innovative designs that reflect the culture and heritage of our clients. - Our team of experienced professionals use the latest technology to bring your projects to life. - We are committed to providing quality services that exceed client expectations. - Our mission is to deliver beautiful, timeless design that enhances the lives of our clients and their communities.
We started out with one mission to change the way customers in the UK see financial services. We give your money more options, we help you make your money work harder by helping you understand all the options available to you giving you the peace of mind about your financial future.
I help and advise, Property Buyers (first time buyers, existing home owners and buy to let landlords, Portfolio landlords). Best Deal for Mortgages. I don't sell, but Recommend Lender. Access to whole of market, which means access to 100's of lenders and 1000's of deal to choose from. So Best Deal For residential and Buy To Let. To discuss your requirement and best way forward for you.
Financial planning can seem overwhelming, confusing and even daunting at the best of times. Excellent financial planning should be all about helping you make better financial decisions. And answering those most important questions that matter which include: - Am I going to be ok? - Can I live the life I want? Clients work with me because they want help in making better decisions and answering these questions.
We cover the whole of South London including Brockley, Bromley, Catford, Crofton Park, Croydon, Dulwich, Forest Hill, Honor Oak, Ladywell, Lambeth, Lewisham, Perry Vale, Peckham, Southwark and Sydenham. The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties. Our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
We listen, don't judge and offer jargon-free whole of market independent financial and mortgage advice. It's your money. You should be able to fully understand what your options are regarding your savings and assets. We offer a free encrypted messaging service so that you are protected from scams when discussing or providing relevant documentation to us in order to help you.
We offer financial planning services that fit you and your goals. We will guide you and your family towards your truly successful financial future and deliver intelligent wealth management solutions while protecting you from the unexpected. We offer pension planning, financial advice, wealth management, insurance, and mortgages. We offer whole-market mortgages. Glade Financial Ltd is an Appointed Representative of Julian Harris Financial Consultants, FCA No.
We provide investors with investment advice for bitcoin and other cryptocurrencies. We’re rather good at what we do too - our model portfolio returned over 150% in 2019. If you’re interested in gaining a risk managed exposure to cryptocurrencies, get in touch and see how we can help.
Hello I am Arun, I am a Wealth Manager at AAG Wealth Management. AAG was founded in 1995 with the core objective of providing sound financial advice to our clients. Situated in the heart of Mayfair, AAG is a Senior Partner Practice of St. James’s Place. We provide a holistic approach to Wealth Management, with specialists in Investment, Retirement and Pension Planning, Financial Education in the Workplace and Employee Benefits. I believe that making time to plan your finances is one of the most important investments you can make and the decision to work with a financial adviser is the first step in doing this. I focus on delivering the highest standard of financial planning to all my clients. I do this by understanding your objectives and goals which allows me to tailor strategies that are made-to-measure just for you. I aim to build long-standing relationships with all our clients who on average work with us for 20 years. Over the years, our reputation and success has been built around one common ethos- we believe in putting ourselves in your shoes; only providing advice that we would want in your position. Your home may be repossessed if you do not keep up repayments on your mortgage. Trusts are not regulated by the Financial Conduct Authority. AAG Wealth Management is a trading name of AAGSJP Limited, Partner Practice of St. James's Place Wealth Management. AAG Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
The best feeling is hearing the appreciation from existing clients who have benefited from my advice. The work I do has helped clients reach financial security whereby they can concentrate on other ambitions outside of work, retire when the want, fund their children's school fees or their dream home.
I personally enjoy helping my clients to understand their finances. It is something I have found not only complements the financial planning process but also gives a level of autonomy to clients.
I enjoy the fact I have control over how I approach my clients and the freedom to work the hours that suit them (including weekends if needed). I have tailored my meetings to put their needs first which enables me to build strong and long-lasting relationships - something I feel can be lost if working with multiple advisers.
I offer a service that clients can feel comfortable knowing their best interests are taken into consideration. I have found that careful explanations and being accessible to my clients all year round has meant they have continued our relationship and often referred me to their friends and family.
Alongside this, I have the backing of St. James's Place, a FTSE 100 company, who provide quality financial products with a guarantee, this is exclusive and unmatched by other wealth management firms.
St. James’s Place 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, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
Yes, most of my meetings are held over video calling
Since Covid-19, the majority of my meetings are held over zoom. I do this to ensure the safety of all my clients, some of whom are elderly - this has been appreciated by my clients and has not hindered my service in any way.
