Robert Bruce Associates Limited G60 qualified independent financial advisers specialise in providing the best personal financial planning and retirement possible. We make every effort to removeunnecessary complexities and avoid jargon to ensure you are as confident as we are in our proposed plans and recommendations. We would be delighted to help you. Contact us below to discuss how we can check and ensure that you will get what you want from life.
Making financial plans and taking financial decisions is never easy. You need to understand current market forces; the latest and upcoming regulations and be able to search all the providers for thesolutions that are right for you. You then have to carefully weigh up the choices before making your decision. Finally, your plans require establishing and administering for as long as they last.
Welcome to the White Rose Finance web site, the UK's No.1 independent source of business finance and impartial advice. Our approach to the traditionally staid world of business finance is refreshinglydifferent. Our view is that Finance is a business service albeit the most vital component towards the success of any growing organisation. Unlike the major banks we can provide finance for new start businesses and those without audited accounts or a trading history.
Allan Investment Management Ltd is an Independent Financial Adviser (IFA) firm based in Northampton in the Midlands. At the heart of our business is you, our client. Our role, as Independent FinancialAdviser, is to help you choose investments which fall within your risk parameters and are suitable for your short and long-term financial planning objectives. Our core mandate is to understand exactly what you, our client, needs before creating a bespoke investment strategy.
When you have a medical concern, you naturally want to consult a specialist doctor with a reputation for successful outcomes. Looking after your financial health should be no different. Speaking to anexperienced, professional independent adviser will ensure that you have the best possible chance of meeting your financial goals. David Williams IFA has been providing private and corporate clients with a comprehensive financial planning and wealth management service for more than 40 years.
Ensuring our clients receive an optimum service means we have no bias towards a particular product or investment. Our advice will be based entirely on what is most suitable to meet our clientscircumstances. We are one of only 350 Chartered Financial Planner firms in the United Kingdom, which means we have achieved and continue to maintain the highest standards within our industry. We were named Chartered Financial Planners of the Year 2010.
We do this by providing expert financial advice and building a financial plan which is tailored to fit your circumstances, focusing on your future goals and aspirations. Our advice covers the fullrange of financial areas, including retirement planning, protection and insurance, building an effective investment portfolio, long-term care planning, and mortgages.
After nearly 40 years in existence, our strength is that we create innovative solutions that are tailor made for each individual client. This means that we spend time getting to know you before wemake any recommendations. We do believe that the added value we can bring to you is the reason that many of our clients have been with us for many years.
Kingston PTM Ltd now has two offices, one in Northampton and the other in Ferndown, Dorset. We are able to provide a full Financial Planning and Taxation service to all of our clients. If you wish tocontact us about any matters relating to your financial or taxation affairs, we would be pleased to hear from you. Up to one hour of a first meeting during which your concerns can be discussed, is absolutely free.
I have been using Rebecca for approximately 2 years now and the service just gets better and better. I use all her services for my Business BEB Consultancy (UK) Ltd which include, Zero accounting,personal tax affairs, company tax affairs, VAT returns, end of year accounts and payroll. She always delivers on time everytime to a very high level of service.