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Luis Villar - Financial Adviser As a Partner with True Potential Wealth Management, I am committed to looking after my clients as if they were my own family. With over 20 years of commercial experience, it is always an honour and a privilege to help individuals and families reach their financial goals. I hold the Chartered Wealth Manager Level 7 qualification, arguably the gold standard to give financial and investment advice in the UK.
Charles Sweeney
I was a bit nervous about using a financial advisor for the first time in my life, but Luis was simply perfect. He understood my requirements, searched for the best products to meet my needs, and then helped me to invest my pension pots with the best companies.
I would not hesitate to recommend Luis to anyone who is seeking good, balanced financial advice from an advisor who will take the time to fully understand your requirements, address any concerns you may have, and then find the best products to meet your financial targets.
For more than 10 years, we’ve helped individuals, families and business owners in the South of England and across the UK to define, deliver and defend their business and lifestyle goals. And we’re proud of the success we’ve helped our clients achieve. We’ve built up our expertise by focusing on four specific groups of clients; business owners, professionals, people planning for retirement and those already at retirement.
Smitton Wealth Solutions Limited specialises in personalised wealth management. We manage our client’s financial affairs whilst building lasting long-term relationships. We provide financial advice for clients throughout the UK both face to face and over the internet. We provide a truly independent and impartial financial planning service to private & corporate clients along with trustees and charities.
At Bellamy Wealth Management Limited there are no off-the-shelf solutions as our experience is that every single one of our clients has their own personal concerns, responsibilities and ambitions. We put you at the core of everything we do. We want to understand your financial circumstances and objectives and what is important to you. From investing for a secure future, putting plans in place for retirement or helping you understand the pension arrangements you have.
Lee Clarkson
In a difficult market and with a nigh on impossible task in relation to securing PI Insurance - I am happy to say that the level of support and help that Jonathan and his team, have shown in trying to secure terms - was above and beyond what I expected and from speaking with other brokers. I am pleased to say that he is held in high regard by his peers. Thank You
Avon
At Colin J Locke & Company we provide face to face financial planning to both individual and corporate clients. Our advice is always personally tailored to reflect individual needs and objectives. Colin J Locke & Company was established in April 1992 and is part of Openwork, one of the UK's largest multi-tied financial advice network. OUR PHILOSOPHY - is to build long term relationships, based on mutual openness and trust. OUR AIM - is to ensure that we offer a high quality, professional service to clients of all ages and their families. OUR SERVICE - is built around comprehensive financial planning and sound investment principles. By exploring your goals and objectives we can tailor a financial strategy specific to your needs. As your aspirations evolve in your life, so should your financial plans, and we will be on hand to review these with you on a regular basis, should you choose. Recently we’ve changed our business model in order to provide more value to our clients. We have shifted to an advice-based relationship rather than a relationship based on transactions and products. Our mains areas of specialisation are Pensions, Investments and Protection We would love to serve you better. The world has changed and the economy has changed. I'd love to serve you as your valued and trusted financial planner and investment manager.
We have a sincere and genuine passion for helping our clients whether it is Retirement or Investment planning or how we can help protect your family in times of illness or unemployment. We can only grow our business by ensuring the service we provide you is exemplary! You won't refer us to your close friends and family if you don't feel we have supported you.
YOUR INITIAL REVIEW IS AT OUR EXPENSE WITH NO OBLIGATION
I like the idea of being in control of my own destiny and the ability to mould my business how I see fit. I am able to be more agile with changing regulation and implementing new ideas and strategies. I also have a real passion to help people achieve their life and financial goals.
YOUR INITIAL REVIEW IS AT OUR EXPENSE WITH NO OBLIGATION
I genuinely believe you will get something different by working with Colin J Locke & Company. Because we are only a small firm we put our clients first at every step of the process and if something is not right for you we will tell you. We will really get to know you and your family by offering an holistic approach to your planning needs with a long term relationship strategy. We want you and your family to be clients for life and for that reason I believe we offer a service that is advice based rather than focussed simply on transactions and products. We will be updating our website in 2018 to make it a little more customer friendly, however please give us a call and I hope we can highlight how we differentiate ourselves.
YOUR INITIAL REVIEW IS AT OUR EXPENSE WITH NO OBLIGATION
