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Pick from some of the best providers in your area. With easy access to reviews and direct contact with Financial Advisors, you can be confident with your choice.
Surrey
During COVID 19: We are not at our offices and work from home, we are carrying out electronic meetings mainly using Zoom and Teams. We are a financial planning service, working primarily with clients who are, or who will shortly be retired. We have more than 50 years experience advising clients how to invest effectively, how to use their pensions, how to save tax and pass on more of their wealth to their family.
Peterdalton
I needed to look at my pensions which hadn’t been performing as well as I’d hoped and Mark carried out a very thorough risk assessment which In turn resulted in his recommendation to move funds. We did this and my pension has increased despite the current political climate ! We also looked at other matters and I have to say it was all explained simply and without the use of too much IFA jargon which suited me ! Lovely Bloke and I’d recommend him to anyone. Whatever your circumstances
United kingdom
Self Employed local friendly Mortgage and Insurance adviser. 25 Years industry experience and fully qualified CeMAP/CeRER & FPC. Have worked for product providers in past so familiar with different systems and requirements. I am happy to have an initial discussion/meeting free of charge to see how I can help with your requirements or advise you a plan of action if, for any reason, I can not help.
I am a Chartered Financial Planner with nearly 20 years’ of industry experience. I started my career within the Financial Services industry in 2003, working for a large insurer (Skandia) before moving into the advice sector in 2006. Since then I have built up my knowledge and experience while also achieving Chartered Financial Planner status with the CII. My passion is to help business owners and individuals live the life they want, though the implementation and management of a comprehensive financial plan.
Hampshire
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.
Award-winning independent financial planning designed to help you take control of your money, grow your wealth, protect your lifestyle and plan for a more certain future. At NorthStar, we bring a fresh perspective and innovative approach to wealth management. Our team of chartered financial planners combine their expertise with the latest technology to provide the highest quality independent financial planning and advice.
I offer bespoke personal financial planning to individuals. An initial meeting is without charge and gives both the client and myself the opportunity to discuss future plans and also to decide whether or not we want to work together. This is highly important as I aim to build relationships with my clients. I specialise in longer term investment planning, including inheritance tax planning.
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
James Holden
Not only have I had a fantastic experience with Lester's coaching, but I've met many others who have too! With numerous qualifications, years of working in the sector and a long list of very happy clients he's most certainly the best in Plymouth and beyond. Les takes a friendly and non-judgmental approach, knowing exactly how to help his clients work through their problems and ensure they never happen again. Using a mixture of top techniques including hypnotherapy, NLP and CBT, plus expert-level knowledge in health and wellness, Lester can get anyone living at their very best. The mind can be re-trained and your life can be changed in just a few sessions. This is peak performance coaching at its finest. I strongly recommend you contact Lester at Plymouth Coaching if there's ANYTHING in your life, professional or personal, that you want to improve on. He will get you where you want to be.
Hampshire
Andy Dixon is a qualified 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.
Forefront is actively challenging the prevailing consolidator trend in the financial services industry. Our perspective is that this approach often leads to a standardised advisory process, along with investment propositions that frequently rely on in-house platforms and portfolios. We are dedicated to delivering impartial advice and crafting financial solutions drawn from the entire market.
K.J.
Having worked with Toby since 2016, he has been instrumental in advising me on the intricacies of financial planning leading up to and following a divorce. Toby offers comprehensive guidance on managing all aspects of my assets and protections, effectively streamlining my financial affairs, and providing me with reassurance that the income from my portfolio is sustainable.
When it comes to managing your finances we want to help give you the peace of mind that you are making the right choices for you and your family. We want to help you achieve your goals both today and in the future. To put it simply, our sole aim is to provide tailored advice and support to create the financial plan you need to live the life you want. We have a friendly and motivated team of over 20 staff, working with loyal clients who regard us as a safe pair of hands and are happy to recommend us to their friends and family.
Independent financial advice & whole of market mortgage advice. Ethical business practices and access to a wide range of ethical investment options (no fossils fuels, weapons etc.) for your pension, ISA, Investment Account etc. Highly customer focused. I'll work late to get the job done. You'll appreciate the difference.
I do not charge any fees Independent Adviser mortgage and life cover. Many years experience I do all the paperwork for you.
At Fortem, we are dedicated to not only providing our clients with the best possible financial advice, but also the highest level of care. We pride ourselves in offering a seamless, bespoke service of the upmost quality, integrity and professionalism.
Hampshire
GO IFA Ltd is an Independent Financial Advisor company dealing in all ethical aspects of financial matters and products. Including Pensions, Investments, Protection policy's, Equity Release, and Long Term care, just to mention a few areas.
Independent Financial Planner helping my clients build a financial plan for now and the future. Expertise: Providing financial planning advice for pre and post retirement clients and business owners, pension planning, investment advice, inheritance tax mitigation, wills and estate planning. I believe our approach helps our clients plan for their financial future and to achieve their optimum income in retirement. We guide clients along their retirement path and help them make informed decisions at each stage of their life journey; to retirement and beyond.
Meeting people, helping them with their financial decisions, ensuring their financial future is secure and that Wills & Estate Planning is in place.
Having worked in the Financial Services industry for over 25 years I felt it was the right time to branch out. My business partners have over 35 years experience in the industry!
In my previous role I had gone away from dealing with client's and missed that interaction.
Choosing a financial partner is one of the most important decisions that a client may ever make.
I met a client recently and he was amazed at some of the simple steps we were able to put in place that made a huge difference to his financial position. We all have different skills and I would like to think mine can help people.
Yes absolutely. We are able to have online meetings if face to face contact is not possible. All Will and Estate Planning can be done remotely as can the paperwork.
Made sure all of our forms are now digital, embraced technology further to ensure any meeting can now be done remotely.
