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Bradford
We provide financial planning and advice to individuals and businesses alike about their long-term financial goals and objectives. We offer a wide range of financial products carefully researched by our specialists to ensure we find what is right for you. We offer advice in different areas such as Pensions and Retirement, Savings & Investments and also Protection needs such Life and Critical illness insurance.
John Wilkinson
In a world of complicated technical jargon, it was a pleasure to speak with Noor who was not only most professional but also had the ability to communicate in simple terms. Following on he achieved what he said he would do without the drama that you expect from the financial services industry.
An absolute pleasure to do business with.
Bradford
Meridian Wealth Management Ltd is a firm of Independent Financial Advisers (IFA) based in Bradford, West Yorkshire and has been established for over 15 years. We aim to provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.
Bradford
Our principal Financial Planner, Andrew Woolhouse, has worked in the financial services profession for over 15 years. Andrew founded iWealth in 2012. Here he specialises in working with high earners, business owners and people at retirement, providing bespoke advice on pensions, Inheritance Tax and estate planning. Andrew takes pride in helping people make the most of their money and pass wealth on to the next generation in a tax-efficient way.
Bradford
Welcome to Dwaine Martin Financial Planning, our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalised service. We accomplish this mission by offering independent, holistic, comprehensive advisory services to help clients prioritise and attain their life goals.
Bradford
Is it time you put a financial plan in place for you and your family? I can assist with all aspects of your finances, be it accumulation of wealth, retirement planning or living from savings and investments in retirement. I would be happy to arrange an initial virtual meeting, at no cost to you, to discuss how we operate as an Independent Financial Advice firm and how we can help you put a lifelong financial plan in place.
Bradford
1) A premier provider of Independent Financial Advice. Based in Yorkshire, we provide unbiased Independent Financial Advice with a view to protecting and enhancing our clients’ wealth. 2) We spend time in understanding your needs as we believe in holistic financial planning and highlight the gaps in your overall financial planning. 3) Our independent status allows us to be able to research from the whole of market and recommend the most suitable product tailored to your needs and objectives.