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London
The Captec Wealth Group was established in 2015 to absorb as much of the stress and time involved in growing and managing an active investment portfolio, whilst reducing costs and securing discounts wherever possible. We aim to help our clients maximise their returns from property & other investment products in a hassle free way to free up time for the things that really matter.
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;
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.
James Walters
Mark came to see me to review my pensions and life cover. I had a number of different pensions from previous jobs and he sorted them out for me. He is also going to look after the investments for me ongoing.
He also reviewed my life cover and arranged for me to take out extra cover to protect my family, as I now have children and he explained how important it is to have enough cover to look after them if anything should happen to me.
Mark was very friendly and knowledgable, and kept it all very easy to understand, which was great as I have no understanding of these things, and needed somebody who did. I would recommend Mark to anyone who needs a financial adviser.
London
We offer Investment Management & Financial Planning services. Whilst the future is uncertain, it is more reassuring to face it with a clear financial plan which helps you organise your finances to make the most of your money and deal with situations you may not have foreseen. Our team of Chartered Financial Planners are not only experts with money, but also have long-standing experience of advising individuals, couples and families, companies and trusts.
Castleriver empowers individuals to generate an income for life through property investing by using our unique, scientific & proven system. We are a Buy-To-Let deal-finding company that negotiate property deals all across England. We offer you a "done for you" service and also give you all the information you need to "do it yourself". At Castleriver, we specialise in working with first-time investors & inexperienced landlords by building them a property portfolio, so they can choose to work if they want to.
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.
We started out with one mission to change the way customers in the UK see financial services. We give your money more options, we help you make your money work harder by helping you understand all the options available to you giving you the peace of mind about your financial future.
Douglas Alan
My experience with Options Wealth has been excellent. I've had Aftab as my advisor for almost 5 years now. He was the only advisor able to competently handle my complex situation. He patiently walked me through the myriad of forms necessary to transfer my pension to a SIPP and was only a phone call away when issues arose. But even after the transfer was complete, he has still provided invaluable assistance, most recently when I needed to initiate a drawdown. I highly recommend Aftab for his competence as well as his friendly and patient manner.
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.
Hello I am Arun, I am a Wealth Manager at AAG Wealth Management. AAG was founded in 1995 with the core objective of providing sound financial advice to our clients. Situated in the heart of Mayfair, AAG is a Senior Partner Practice of St. James’s Place. We provide a holistic approach to Wealth Management, with specialists in Investment, Retirement and Pension Planning, Financial Education in the Workplace and Employee Benefits.
Hampshire
Gold Griffin - Wealth Planning provides the highest level of Independent Financial Planning Advice and Wealth Planning Services. We offer a Whole of UK service. "PLEASE PRESS - MORE - IN BLUE BELOW - TO SEE LOTS MORE DETAILS": _____________________________________________________________________________________________ In my capacity as Director | IFA, I have over 25 years experience within regulated Financial Services.
We offer financial planning services that fit you and your goals. We will guide you and your family towards your truly successful financial future and deliver intelligent wealth management solutions while protecting you from the unexpected. We offer pension planning, financial advice, wealth management, insurance, and mortgages. We offer whole-market mortgages. Glade Financial Ltd is an Appointed Representative of Julian Harris Financial Consultants, FCA No.
Hertfordshire
Mortgage advice stronger than bricks and mortar: Our objective is to give you the best quality advice to suit your individual mortgage requirements and act on your behalf not the lender. We can recommend a mortgage/loan that is suitable for you, from the full range of products available in the market place Whether you are a first time-buyer looking to purchase your first home, a home-mover looking to ‘climb the ladder’ or have bought and sold many times already and simply want to re-finance and secure a new product or a lower rate of interest, we can help.
Kent
Halcyon Wealth is a client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells. Our fundamental objective is to provide a holistic approach to financial planning by providing an unrivaled, personal client service proposition that is bespoke to each individual and specific to both their current circumstances and future ambitions.
Amicus Wealth is a financial services consultancy that offers our clients the best of both worlds: the energy and drive of a new company, plus expertise and reassurance from over 20 advisers with years of wealth management experience. Our vision is simple. We know that every individual’s financial situation, needs and concerns are different. We understand that our clients place great trust in us when they choose us for their financial planning.
At present as its not possible to meet in person, I am able to "meet" virtually by video call which is an excellent alternative. I am very much open for business and look forward to helping you. I pride myself in providing an exceptional standard of advice and service to my clients, by giving clear, independent impartial advice. As a partner of Continuum, we wanted to create an advisory firm that puts the client at the heart of all that we do.
Expert advice that starts with a free consultation - we offer a complimentary meeting where we will discuss your personal situation. Our objective is to understand your aims and aspirations and to identify where you might need help in achieving your financial goals or managing your financial assets. Who are Barker Poland? Barker Poland is a firm of professional financial planners and wealth managers whose aim is to provide our clients with high quality advice on all money related matters and build long-standing relationships.
Global Guard Group provides you protection where traditional insurance companies don't. We will guard you and always have your back covered.
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.
Captec Wealth Group
Fairstone Financial Management
Integris Wealth