We'll show you the way to achieve your dream retirement. 2020 Financial are Independent Financial Advisers and Pension Specialists based in Southampton providing financial advice and wealth managementservices. Offering a bespoke approach to retirement planning to suit your needs. A qualified Pension Transfer Specialist authorised in all areas of pension transfer and retirement planning including Final Salary Pension transfers. We offer a free initial call, so get in touch today.
We are Financial Partners for life, here to enable you to achieve your aims, ambitions and dreams, a comfortable retirement, financial freedom or the ability to buy a new home, we will partner you toachieve it. Recently achieving Corporate Chartered status as a firm, we are recognised as one of the champions of Treating Customers Fairly with the client being the centre of all we do, putting you first. With Initial meetings at our expense it allows us to plan for the future together.
We provide financial planning and wealth management for a range of clients, including private individuals, families, professionals and charities.
Wingate Financial Planning is an award-winning firm of Chartered Financial Planners based in Caterham, Surrey helping individuals to understand and achieve their lifetime financial goals. We work withyou to create a financial plan which we implement and regularly review to ensure you remain on track.
Financial Advice & Services Ltd is part of an elite group of IFA firms in the UK to have been awarded the prestigious Chartered status in recognition of our commitment to professional excellence andintegrity. Industry gold standards are not. Financial Advice & Services Ltd is committed to providing and upholding the highest standards of care and professionalism. You can view our.
Gordon Welsby is a Chartered Accountant and gained an MBA from Cranfield University. He has significant experience as a Finance Director of small- and medium-sized, rapidly developing commercialbusinesses. He was Finance Director of a top-30 UK charity.
Founded by qualified financial adviser and ex-City broker Sam Farmer in 2006, he lay the strong foundations in providing a longevity and permanence to the way that independent financial advice isgiven to customers. White Oak Finance promotes the idea of a being your financial partner for life, so that through all your fundamental milestones - buying your first home, setting up family protection, second mortgages, taking out business insurances etc - you have a stalwart to rely on.
Our team has over 100 years of combined experience in the financial services industry. We strongly believe that independent financial advice should be accessible to all and at a fair price. We arecommitted to providing our clients with a continuous high level of customer service, with our experience and qualified team of advisers, in a professional and friendly environment. We believe that professional independent financial advice can add significant value to individuals and businesses.
Studies show that 9 / 10 women will need to look after their own finances in the future, but with only 1 in 5 of us feeling prepared to make wise financial decisions, something needs to be done.Perhaps you are very busy, being pulled in what feels like a hundred different directions at once - kids, partner, friends, work. Where does looking at your finances fit into this? Perhaps you don't know where to start, or think that it is very complicated.
As professional financial advisers, we specialise in providing tailored financial planning advice to private and corporate clients in London, Surrey and the Home Counties. We have qualifiedspecialists authorised in the fields of pensions, investments and mortgages. We can also help with inheritance tax planning and sophisticated retirement strategies. Our emphasis is on long term holistic financial planning rather than opportunities for sales.
Radcliffe and Company was established in 1959 by Wyn Radcliffe from premises in New Road, Southampton. For over 50 years the company has provided Informed, impartial and independent advice tocorporate clients large and small and to individuals from all walks of life. Our Business Development Director Mike Crossen and Human Resources Director Mike Hughes were appointed to the board in 2006. The Company has expanded significantly since its formation and now boasts 17 Registered Individuals.
We have built our reputation through offering customers the support and advice they require to ensure their financial stability, protection and growth. At Maine Finance our success is based onoffering our customers the advice, guidance, support and products they require in a professional and efficient way. Our Customers ARE our success, that's why we feel so strongly about offering a quality of service second to none.
Myers Davison Ginger Ltd are Chartered Financial Planners. Chartered status is only awarded to firms which meet rigorous criteria relating to professionalism and capability. All chartered firms committo the Chartered Insurance Institutes code of ethics & conduct reinforcing the highest standards of professional practice in their business dealings.
Stephen Lunn DipPFS, proprietor and Independent Financial Advisor (IFA), formed Home Counties Financial Services in 1990 after 16 years experience with Prudential Assurance. Originally established toprovide financial advice and services to clients within the Home Counties, our coverage now extends far beyond.
AFP provides complete compliance and technology support services to self-employed financial advisers across the UK. AFP is a wholly owned subsidiary of one of the largest wealth management firms inthe South of England which has been providing private and corporate wealth management solutions since 2001.
About Us: established in 1981, we have considerable experience and expertise in providing comprehensive independent financial planning advice and support to both individual and corporate clients. Wepride ourselves in providing a highly personalised and attentive service. An initial meeting is offered without charge or obligation. Thereafter we work on either a fee or commission basis, or a combination of both.
For all your Life Assurance, Mortgage, Pension and Investment needs. We are local independent financial advisors in Aylesford, Kent. We have been in the village for many years and hope to remain formany more. Business is good, but we are always looking for new clients, and unlike some, we deal with small investors or ordinary mortgages with the same enthusiasm as we deal with our 'high net worth' clients. To us if you are a client, you are important!
Our goal is to provide you with a friendly and bespoke financial planning and wealth management service. This might be in creating an Investment Portfolio and helping them manage their pensions, ISA'sand Unit Trust investments, or helping them build a substantial Buy to Let property portfolio. We also provide bespoke financial planning reports to ensure you are on track for you goals such as School and University Fee planning.
We are an independent asset finance broker providing a first class service at competitive rates on a wide choice of financial products, to the commercial and private sectors. Sussex Asset Finance Ltdbegan trading in 2003 and our team has over 20 years of experience in the asset finance market.
For ten years, Harvey worked as a City based Financial adviser, predominantly at Merrill Lynch International Bank. In the City, Harvey gained his financial planning qualifications and experience. Hethen set up his own business, Melior Wealth in which he uses his skills, experience and knowledge to advise on investments, savings, pensions, insurance, inheritance tax, offshore matters and many other areas of financial advice.