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Leicestershire
Offering Mortgages for over 20 years and recently added Equity Release (Referral service). I'm qualified to do financial planning investments and pensions too! CII Dip PFS But only concentrate on my licence for mortgages (and equity release) for last few years as its getting tougher to get a mortgage!
I am a diploma qualified financial adviser and certified financial coach. My passion is to help people make better financial decisions, through financial education and empowerment to improve your financial wellbeing. Work with me to: Understand money so you can make better decisions now & for the future Create a positive plan in the face of changing circumstances (redundancy, new baby, self-employment).
Leicestershire
I’m not your traditional Chartered Financial Planner; if you are looking for a professional, yet more relaxed and perhaps informal approach, I’d love to hear from you. I specialise in providing Independent Financial Advice to those people who: • Want to plan for their retirement; a financially secure retirement doesn’t happen by accident. I’ll use my financial planning experience to build you a plan that will allow you to finish work on your terms
Nathan
What were the circumstances that caused you to look for a Financial Adviser?
I am approaching retirement and I have a plethora of pensions that I had no idea as to how I might access them to support my retirement.
How did the financial adviser help you?
Lena, focussed on my needs as a client as opposed to the value of my pensions. Together we identified what I needed, what I would like and how I might acieve those numbers.
What is your current situation? Have you seen the outcome you were hoping for?
Absolutely, Lena has set my mind at ease and knowing that I have a professional at the end of the phone willing to answer any questions i might have helps me to sleep better at night.
Leicestershire
The Michael Ambrose Group provides quality financial planning advice to business owners and professionals. Through MAB Pensions Limited we also offer tailored SSAS administration services to SMEs from all over Great Britain. Established in 1982 the group continues to grow through organic growth and looks to form key partnerships with other advisers in order to achieve high quality client outcomes.
Leicestershire
A tradition of excellence in independent financial advice Since the business was founded in 1982, Michael Ambrose Ltd. has been one of the best-kept secrets in the world of independent financial advice – and quite deliberately so. We are a Leicester-based business and have grown organically through referrals from fellow professional service providers such as solicitors and accountants, as well as by attracting many referrals from our existing clients.
We help individuals and families grow, protect, and pass on their wealth. Whether your financial needs are straightforward or more complex, our wealth management services are designed to help you capitalise on your financial position. Quilter Cheviot’s discretionary investment management services and Quilter Cheviot Financial Planning’s expert advice can help private clients, charities, trustees, and professional partners looking for highly personalised wealth management services.
Leicestershire
We put our clients first and deliver a financial advice service that goes above and beyond other providers. We ensure we understand what our clients want their money to help them achieve and make sure that the advice we provide is personalised to each and every individual. We take great pride in helping our clients understand their financial future and we help each client see the impact of our advice on their future.
Jade Bell
Wealth Help were great when the time came for me to re-mortgage. I told them what I was looking at and was given a number of options to consider. They were really helpful and saved me time scouring the High Street for the best deal. They regularly reached out to reassure me that everything was in hand and to make sure I was happy with the progress of the re-mortgage. I couldn't recommend them highly enough!
Bosworth Wealth Management is a provider of straightforward, honest and professional advice. Our analysis, support and technology will free up time to focus on you and your family – we value our client relationships and enjoy seeing clients achieve their goals.
We are Independent Financial Planners. We structure your money, so you can lead the life you want to live. Investment Philosophy Nobody really knows what’s going to happen in the future. Whether that’s tomorrow, next week, next year or in 20 years. Our job is to understand these uncertainties and build a financial strategy with the best chance of long-term success. Our approach to investing is based on Modern Portfolio Theory, which has three basic premises:
