Apex CB Financial Planning Ltd is a highly experienced Independent Financial Adviser providing holistic financial planning and Wealth Management services to personal and corporate clients in the UK.Based in Lytchett Minster near Poole, we provide financial advice throughout Dorset and South Hampshire.
First established in 1987, Greenfields became a Company in 2001 and is comprised of a small team of highly experienced financial management professionals. Each member of the team adds to the strengthand breadth of our business and enhances our ability to provide holistic, tailor-made financial advice to our clients. Primarily fee-based and able to provide lifetime financial planning. Greenfields has been built by recommendation and reputation.
Established in 1928 with roots going back to 1903, Coleman is one of the UK's longest established, truly independent insurance brokers and financial advisors with locations in Poole, Exeter andSouthampton. Our people at Coleman are proud of the level of service they provide. Their commitment and technical expertise ensure that clients receive a high quality professional service.
Both owners are active Directors of the company and provide strong leadership to their ever growing workforce; working closely with the SBS Board and Management teams to ensure growth and quality ofservice for our customers, whilst keeping abreast of the ever changing world of education and the need for more future acquisitions and expansion of service offerings both in the UK and Internationally.
The business's primary objective is to source finance from reputable financial institutions, to assist with purchases, and to negotiate facilities for extensions/refurbishments to Residential Care andNursing Homes. Great Britian has an ageing population which needs additional resources to cater for the infirm and the increasing instances of dementia. Additional areas of activity involve Hospitality and Commercial Development construction.
At Baker Davies, we view financial planning as a means to help our clients achieve what is important in their life. We do this in a friendly, pleasant and very professional manner. All clients arereferred to as clients not customers. We believe in having an ongoing relationship with clients, whereas a customer may just buy something once and not purchase from you again.
We are an industry leader in helping businesses deal with financial distress and achieve financial stability through better cashflow. Your business is probably your most important asset so don't risklosing it, choose Portland for the way forward made brighter.
We construct potential solutions to suit your financial priorities. It is essential to review and adapt investment portfolios to reflect any changes in a client's circumstances or priorities. DolphinWealth Management Ltd which is authorised and regulated by the Financial Services Authority.
There will be a fee for this advice. The exact amount will depend upon your circumstances but we estimate it will be £295 and will only be payable on completion of the loan. Barrett Mortgages is atrading style of Darren Barrett who is an Appointed Representative of Mortgage Next Network ltd which is authorised and regulated by the Financial Conduct Authority under number 300866 in respect of mortgage, insurance and consumer credit mediation activities only.