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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.
London
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
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.
Louise Brind
After my Father’s passing my Mother needed help to sort out her finance options. Rakesh help put my Mum mind at ease straight away. He worked hard at getting my Mum the best product for her circumstances and came through. We are delighted with his work and it made a stressful and difficult time a lot easier. Everything from the first initial meeting to getting the offer and to is completion he was there every step helping it go through and answering any questions we had. Cannot thank him enough for the guidance and service he provided.
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.
Steve
I was introduced to Mark by a mutual friend, as I needed my pensions reviewed as I have spent a long time working overseas and moved back to the UK.
Mark initially reviewed all my pensions at no charge, and explained what my options were and how much it would cost for him to do the work.
He was honest and professional and I had a lot of trust in him straight away. What impressed me the most was his investment knowledge and experience and as I still have 17 years until I retire I needed somebody to help me boast my pension pot. I would have no hesitation in referring Mark to others who need help with their pensions and investments.
London
We are business consultants with eco at heart. Upgrade my business? Do you feel your business may be losing out on the government incentives, grants and loans. We can help. Contact us to get a quote on how we can help you deliver a proposal to fit your business. You may be deciding to re-purpose your business model with existing expertise to help with the current pandemic but don't know how.
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.
David Jephcott
Over several years of Industrial designing and inventing I have met with a variety of Investment Brokers who all read from an identical hymn sheet and are either superior in attitude or have dubious credentials, who are greedy or who introduce funds which have suspicious origins.
Harmond are a true breath of fresh air displaying honesty, integrity and a great understanding of the tortuous journey that true entrepreneurs and inventors have to endure through lack of funding.
From the get-go the directors instilled confidence and an obvious knowledge of the money market and what to avoid in securing deals.
I was totally impressed by their business ethic, and they were so quick to understand the global opportunities that I presented. Harmond Capital is without doubt a shining example of how investment and funding should be done, and they put many to shame with whom I have had the misfortune to meet at intervals throughout my journey.
I would not have the slightest hesitation in recommending Harmond Capital and I believe that they are destined to outshine all the rest by working with the moral values and principles that seem to be the bedrock and foundation to their company.
Thank you Harmond for restoring my faith in human nature which was waning until you arrived.
I must also pay a great tribute to Bark who always deliver a selection of high-quality candidates in any of the sectors on their site where I have placed requests for various skills.
David
London
Expert advice across all areas of Financial planning including Mortgages, Investments and Pensions Unique Wealth is committed to providing you with expert advice and flexible solutions for your individual needs. We believe that our clients get the greatest value from us through the setting out of a tailored strategy to achieve their goals
Ross Kitteridge
We were very impressed with how Josh and Bright Blue Wealth dealt with our situation. We were looking to set up a life insurance as well as receive information on pension support too. Josh was willing to drive just under 2 hours to come and visit us to give us support on both the above topics and we found him extremely helpful!
As a result we decided to join Vitality Life Insurance and we are very happy with the choice we made.
I would strongly recommend Bright Blue Wealth and Josh for any financial advice.
London
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.
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.
Alex
I am absolutely delighted with Empire Wealth (Gareth’s) service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way he took the time to get a feeling for where I was at, his depth of knowledge, lateral thinking and his common sense approach. His professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend his services whenever possible.
London
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.
London
The St. James's Place Group was established in 1992 by Sir Mark Weinberg, the late Mike Wilson CBE and Lord Jacob Rothschild under the name of the J. Rothschild Assurance Group and started trading in 1992. Today, St. James’s Place is a FTSE100 company listed on the London Stock Exchange (STJ). The group has over 20 years of experience in the UK with 21 locations. The strength of our business is underpinned by satisfied clients, their referrals and our distinctive approach to investment management.
London
Whiskey & Wealth Club was founded on a simple idea: to share the enjoyment and potential rewards of wholesale cask Irish whiskey or Scotch whisky ownership with clients around the world. Jay Bradley and Scott Sciberras brought together their decades of experience in the fields of beverages and business to make Whiskey & Wealth Club one of the first wholesalers to offer private clients the opportunity to purchase cask whiskey.
Danielle Sylvester
Firstly, I just want to say what a breath of fresh air the Whiskey and Wealth Club team are. I've been considering alternative investments for some time and the team at Whiskey & Wealth Club are by far the most helpful and knowledgable I have spoken with. Hence why I am finally getting round to leaving my Whiskey and Wealth Club review.
The whole process from start to finish has been great, and I am very happy with my investment and will look to add to my investment over the coming months.
If you are looking for an alternative investment, then I would have no hesitation recommending the Whiskey Wealth team.
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. With their guidance, you can have the confidence that you have a strategy for whatever the future might bring. Your financial planner will also help you understand the choices available to you now and how they might affect what you can do in the future. Our financial planning service is predominately fee based and we will provide and agree with you any fees before any work is undertaken. Our investment management services focus on delivering returns well above inflation after our costs. This approach offers several benefits: 1. The performance benchmarks we chase have always risen in value, regardless of what global markets have done. 2. Our approach targets genuine wealth creation which, in turn, supports you and your lifestyle ambitions. 3. Inflation plus benchmarks cannot be bought, giving us the freedom to hunt for returns because we are not tied to a list of assets chosen years ago. 4. We believe that enhancing your spending power is success. Outperforming a falling benchmark, in our view, is not. We are an outcome driven firm. Our mission is to make our clients wealthier in real terms.
Working with clients over the longer term.
Its satisfying meeting a client, often with a collection of savings and assets and then drawing that into a financial plan or an investment portfolio. Seeing that plan evolve, work, and fund our clients lifestyle and ambitions is very rewarding and many of our relationships span generations.
On the investment side it is just fascinating. Its a job that you never master or ever get bored with as there are always new pockets of value to explore or market moves to exploit.
City Asset Management was established in 1988 by the Coghill family to deal with the complex needs of private clients and their wealth. Over the past 30 years we have developed our services and today our clients range from private individuals, families, charities, pension funds through to corporate bodies and trusts. The firm remains privately owned, mainly by the working directors and staff, which maintains our focus on clients’ and their longer term needs. We are proud to be unencumbered by external shareholders and the associated conflicts of interest that might arise. Our staff bring a blend of varied expertise and innovation that together drive us forward. The continuity in our experienced senior staff provides our clients with stability and ensures our values endure.
4.81/5.00
based on 5,952 reviews
The average rating for Bark Investment Advisors in London is 4.81, based on 5,952 reviews.
Central London
