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London
Our vision is to empower individuals and families with institutional-led tactics to achieve financial well being. We value our clients' needs, aspirations and financial goals, providing personalised solutions based on trust, integrity and transparency. We uphold the highest ethical standards, embrace innovation and leverage technology to enhance our services. Our performance comes with our style of a sophisticated approach to investing and wealth building developed from our experience on trading floors of proprietary firms in the city.
London
Financial advice should not be viewed as being a one-off transaction. The journey of life is often dynamic and financial planning should accommodate that. At Cragside Financial Solutions, we tailor our advice to meet your individual requirements in a jargon free way. Cragside Financial Solutions was founded by John Gilfillan to provide quality financial advice at a sensible & transparent price.
London
Harmond Capital, a boutique investment fund operates across multiple segments, offers products such as CTA's and portfolio management tailored to each client's needs. Our approach is rooted in thorough scenario analysis to ensure the best possible advice for planning your financial future. We cater to our clients, offering bespoke financial consultations, customised investment portfolios, AI-based algorithmic investments, comprehensive financial reviews, real estate and mortgage advice, and funding solutions for businesses at all stages.
London
KN Morris Tax Consultancy has been providing professional financial services to the community for the past five years. Our team of qualified accountants and dedicated support staff have grown to meet our growing demand. With extensive expertise in the industry, we offer a wide range of services designed to meet your needs. We offer the following services: - Company annual accounts
Dani
It’s not often you meet a finance processional that will take the time to explain to you the ins and outs of running a company when it’s not your every day.
I have worked with previous accountants who have never shown me the time or grace to really educate me on how to run my business better going forward and feel in control.
This alone is so empowering.
Nothing was a silly question, and nothing was too much to ask.
Not only have I learnt so much from him about best practice going forward but I feel like I have always been treated with such great respect.
Only to add to that he did such an amazing job auditing years of accounts that had been done incorrectly - and by doing so got me a much fairer outcome.
Khzyer is an absolute pleasure to work with, I will never use anyone other than him purely because of how immaculate his service is.
Khyzer is a true professional in every sense of the word who strives for by the book perfection and he’s given me such peace knowing I am in safe hands finally,
Thank you for your everything.
London
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
Albany Finance is a fully regulated Independent Financial Advice company that is here to work for our clients to meet their financial goals and dreams. From mortgages and equity release, pensions and investments,protection and estate planning through to commercial finance we are here for you and always happy to help.
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.
Tom
I have known Mark for over 20 years and always turn to him for financial advice even before he became a financial adviser. He has all the knowledge and experience having worked in the financial industry since university, and I will continue to call on him for my future advice.
I will happily refer Mark to anybody I know as he is honest, trustworthy and professional.
London
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!
London
We believe people need more than a trusted adviser - they need a consistent hand to guide the way over the years to their financial goals. We believe achieving the best financial options for our clients only comes through great customer service. This begins with a regularly-tended financial plan, and extends to a network of professionals who assist clients with matters beyond finance.
London
Apollo Private Wealth is a pioneering full-service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm. We build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
London
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.
London
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.
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; For individuals, I look at ways of helping them achieve their financial goals, making sure their investments are structured in tax efficient environments, whilst continually reviewing performance, updating them on legislative changes and ensuring they are suitably protected for the future. For companies, I offer an insight into the key areas of financial planning with an emphasis on employee benefits, which is increasingly important with the new auto enrolment legislation being in place. Please get in touch if you would like a no strings attached meeting*: 0207 648 2449 *The meeting process is at my expense and should there be any work for me to do, then I will let you know what charges may apply. Areas covered: PENSIONS: Group Personal Pensions / Auto Enrolment, Personal Pensions, Occupational Pensions, Pension Transfers, Self-Invested Personal Pensions (SIPP), Small Self-Administered Schemes (SSAS), Income Drawdown / Unsecured Pensions (USP), Annuities INVESTMENTS: ISA's, Unit Trusts, Investment Bonds, Offshore Bonds, Structured Products PROTECTION: Life Cover, Mortgage Life Cover, Critical Illness Cover (CIC), Income Replacement (PHI), Private Medical Insurance (PMI), Long Term Care ESTATE PLANNING & INHERITANCE TAX
I love the continuous interaction with clients. I'm not one to sit in front of a computer screen all day, so any opportunity I get to spend with a client in my offices, their offices or at their homes I enjoy thoroughly.
I believe that by being self-employed I am have given myself the opportunity to reap the rewards of my own hard work. Although not essential at the moment, when I have a wife and children I will also be able to have a more flexible work-life balance
I usually fire this question back to the client - 'Why not choose me?'
I am qualified and continue to do exams in order to stay keep up with continuously changing regulations.
I am a very driven individual and believe this is evident through my work for clients.
Most of all, I am told that I am a very personable individual and get on well with people from all walks of life. This I believe to be the key characteristic of being an IFA. By building trust between the adviser & client, I have found that longer lasting and more financially rewarding relationships will be formed.
4.76/5.00
based on 7,883 reviews
The average rating for Bark Financial Advisors in London is 4.76, based on 7,883 reviews.
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