We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile. We have a wealthof experience and support behind us and concentrate on the suitability, risk and strength of new and existing financial products and providers on your behalf.
Our clients benefit from receiving local, trusted, knowledgeable advice; we offer completely independent financial advice covering the entire spectrum of financial products. We will work with you tomake sure we find the right solution for you. Our purpose at Portal Financial Planning is ‘ to help our clients understand, protect and increase their assets.' Looking for the right Independent Financial Adviser can be a complicated and daunting process.
At Brantwood Financial Planning, we believe that the appointment of the right Independent Financial Adviser is fundamental to your future wealth & prosperity. Based on our combined experience,professional qualifications and "Adviser to Client ratio", we are confident that all your financial planning goals can be achieved by becoming one of our clients. We have been awarded "Corporate Chartered" status by the Chartered Insurance Institute, every year since 2008.
If you're used to dealing with the banks, this might sound revolutionary, but it's how we've worked for 140 years. With all that experience, we know exactly how to design financial products to meetthe ever-changing needs of our members' lives and all the little surprises life brings.
At Simpson Wood we take care of all your financial requirements, looking after both your business and you individually - from the numerous legal compliance issues, to the more complex business and taxadvisory matters, alongside your individual needs. We want to build a long term partnership with you to help, support and advise you on all financial matters throughout your business and personal life.
Founded in 1969 by Robert Lumley to provide truly independent advice on a personal, bespoke basis. Son, Michael, joined in 1982 to continue the tradition and became one of the first advisers in thecountry to qualify in Advanced Financial Planning. Richard Baxter, a Chartered Insurance Practitioner with over 25 years experience, joined in 2008 and Lumley Baxter Asset Management LLP was born. Our business values remain the same today.
Our job as financial planners is not to guarantee future returns or to try and second-guess which investments will perform best - after all, we don't have a crystal ball. Our job is to use ourknowledge, skill and experience to maximise the chances of you achieving your aims and objectives. We use a robust, repeatable and proven investment process that makes use of a host of expertise.
Inspirational Financial Management will look at your current financial situation with a holistic perspective tailored specifically to your personal needs. We will develop and implement a strategicplan which employs advanced wealth management services.