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Islington
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;
Islington
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.
Judy
Toby came to my house in Oxford and helped me sort through years of paperwork from pension providers. He took smartphone scans of some of the paperwork and his team then sent me pre-populated ‘letters of authority’ via digital signature and in the post.
Nicole was clear explaining that there would be no charge payable for the research and initial report, and that fees would be laid out clearly in the initial report and I can choose how to proceed.
Some of the pensions were in my maiden name which I had tried to change several times over the years. Forefront were extremely efficient in updating my name on all of my plans and once all information from the plans had been gathered (which took over two months however I was kept informed) they prepared the initial report, sent this to me a week before calling to arrange a meeting.
Their recommendation was to amalgamate the pensions with the exception of one which had a higher guaranteed pension. Toby explained the report to me very clearly (even when some of the reservations I had felt silly to explain). He did not charge a fee at all on the plan that he recommended stayed as is, and I opted for the transfer work to be charged on an hourly basis as Toby calculated that this would be better value for money.
I feel extremely satisfied and relieved to have a clear picture of my pensions, and secure knowing that my pension will pass to my children and grandchildren. I was shocked to learn that my will didn't and couldn't include pensions!!!
Islington
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.
Islington
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!
Islington
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!
Islington
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.
Islington
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 !!!
Islington
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.
Islington
- 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.
Islington
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.
Islington
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.
Islington
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.
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. Perhaps for you it means set- ting financial goals and achieving them or maybe it means contacting an investment adviser to support you in developing a plan for your assets. Your priority may be retirement planning because you’ll want the freedom to make decisions based on what’s right for you, not just on what you can afford. At Empire Wealth, we know from experience that solid financial planning is the best place to start your financial wellbeing journey. We get to know you and what’s important to you, tailoring your plan to suit the outcomes you want to achieve. Our financial advisers team up with you for the long term, partnering with you every step of the way. From the team at Empire Wealth, thank you for visiting us and we hope to hear from you soon!
There are a lot of things that I love about my job but the following are the top ten:
People’s backgrounds
I love to hear about people’s pasts, what’s important to them, and where they’re headed. Everyone’s path is unique, and I gain wisdom from each and every one of my clients and colleagues.
Knowing what to do
Planning for the future is SO important. Businesses establish plans so they can see how they are doing in the short-term and long-term. Individuals and families need this as well…possibly even more so! It is crucial because making small changes today can pay off in big ways later.
Applying, implementing the strategies
Recommendations for wealth management strategies apply to me and my family – whether it’s estate planning, investment management, tax planning, insurance planning, and/or retirement planning. Keeping up to date with the latest strategies and techniques I learn what can be done and what not to do, but most of the time these nuggets of wisdom apply to my own life and finances.
Collaboration
Working with others really allows us all to do our best – whether it’s internal firm colleagues or great partners with specialties outside the firm. My job is to bring it all together for clients to ensure they get good advice to help them accomplish what’s important to them.
Keeping abreast of changes
Thank goodness this is not a static field of work. From rules, regulations, tools, and planning techniques to changes, improvements and new hurdles, I really like to learn and push myself ─ and others ─ to think differently.
Thinking outside the box
Just as I am always learning, no client situation is the same…this definitely keeps me on my toes! Case by case: Goals are unique; facts and figures are different; and priorities change.
Positive impact on Clients’ Lives
It is music to my ears to hear directly from clients about how I have, or our firm has, had a positive impact on their lives – usually these are financial decisions, but sometimes it applies in other areas. Again and again, I say to myself, “This is why I do what I do.”
Working with great people
The biggest reason I love what I do is – the people. My clients, my colleagues, the advisors with whom we work…I cannot say enough great things. I am blessed.
5.00/5.00
based on 15 reviews
The average rating for Bark Financial Advisors in Islington is 5.00, based on 15 reviews.
