We are a firm of independent financial advisers based in Barbican in Plymouth. We give financial advice on all products from the whole of the market. Simple straightforward advice for all yourfinancial planning needs. We believe that you deserve a personal and professional advice service that meets the financial needs of you and your family. If you have any questions about our services, please don't hesitate to call our experienced, professional team.
We are a small firm of Independent financial advisers specialising in investments, financial planning, care fees, equity release, mortgages and protection. Our advisers each have over 15 yearsexperience. We offer a flexible approach and can offer you a full financial review to develop a financial plan or we are happy to deal with an individual concern such as an investment or arrange income from your pension fund.
We hope you find the site both useful and informative. The General Insurance Services and made available to you through our website are introduced by ourselves to a third party, however you can beassured the quotes you will receive will be some of the best available in today's marketplace.
With a wealth of experience and industry knowledge, you receive independent advice which is tailored to your personal needs and expectations. We recognise that our clients are at the heart of ourbusiness and this is why we believe in building long term relationships and providing high levels of service. We are aware that we can only secure trust and loyalty by continually providing quality advice.
Hunter Barrington is based in Bristol and was established in 1989. We offer a range of financial services to private investors and their families, to professional practitioners, to company directorsand executives and to the self-employed working in commerce and industry. Hunter Barrington specialises in fund investment and tax planning and currently has over £40,000,000 of funds under advice.
Legal & Medical's financial advisers offer a full range of independent financial planning, investment advice and wealth management services to doctors and dentists. Our advisers throughout theMidlands, South of England and Wales know and understand your profession. Whether you're a GP, hospital doctor, locum, surgeon, consultant or dentist, we can help you reach your lifestyle goals and secure your long-term financial future.
Here at Jacksons Wealth Management we have built up an enviable reputation in West Cornwall over 40 years for providing quality independent financial advice. We are a firm of Chartered FinancialPlanners, proving that we are committed to the highest standards of professional excellence, ethics, and client care. Founded in 1974 as an offshoot of Jacksons Insurances (which was itself founded in Penzance in 1923) we have many clients who are the third generation of families we have dealt with.
Planning to Succeed. We all have financial needs, and finding an affordable solution to meeting those needs is an area that many people seek advice upon. Your needs today could be significantlydifferent to those of the future. Financial planning can provide a means of reducing current tax liabilities as well as enabling you to provide for your future. You may wish to plan for a child's education, or the purchase of a dream home or perhaps for income in your retirement.
Client Services - Choosing the right financial adviser is an important decision to make. Investment - Investing for growth, investing for income, tax efficient investments plus a unique ValuationService. Retirement Planning - Options on retirement. Personal Tax Planning - Income tax, Capital Gains Tax and Inheritance Tax Planning. Long Term Care - Future planning or immediate need.
KRC Financial Management is a local firm of truly Independent Financial Advisers, who provide reliable and expert advice for individuals and businesses with regard to investments, estate planning,pensions and protection. Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. With the only constant in today's world being change, it is more important than ever to develop a personal plan that meets your individual goals.
We are committed to providing the highest standards of unbiased independent financial advice. All initial meetings are without obligation and free of charge. Evening appointments at your home areavailable - arrange your financial review today! We have been in the PRESS (Financial Adviser Newspaper 28 May 2009) Mystery Shopper Gloucester Verdict on Greenland FP Ltd: Shopper's Choice.
Historically we have tended to see our clients in their own homes. This has been seen as a great benefit, as it provides for a more relaxing environment and one where all necessary informationrequired for the advice process can easily be found. Alternatively we would be happy to see clients at their place of work, this has often suited Teachers and Lecturers in the past or arrange another suitable meeting place.
1st Financial Group Limited are independent mortgage advisers offering advice and recommendations for your mortgage and protection requirements. We offer a tailored service to our clients with the aimof providing high quality advice that is specific to individual needs. This, combined with our friendly and professional approach, has resulted in our clients using us for their mortgage and protection needs time and time again.
Each year we help thousands of people from all walks of life complete on the biggest financial transaction they are ever likely to make. We can provide you with the latest deals and rates formortgages, remortgages, buy to let finance, right to buy, shared ownership, right through to commercial mortgages and bridging finance. Whatever your situation, from first time buyer to experience buy to let landlord we aim to find the right mortgage at the right price to suit your individual situation.
We all have ambitions, goals and dreams for the future, for ourselves in our personal and business lives and of course our families, but how is it possible to achieve them? Professional FinancialPlanning is the process which aims to help you realise your goals & ambitions - whatever they may be. As financial advisers we will help you make informed decisions about your financial future for the short, medium and the longer term.
I carry out extensive research to understand each customers' individual needs and requirements. I'll then work with them to ensure the correct planning is put in place and is then continually reviewedto ensure it remains suitable. At a time when work and lifestyle patterns are evolving and people are living longer, I believe planning ahead is more important than ever before.
At a time when you don't feel you understand what your financial needs are, we recommend you speak to an experienced independent financial adviser/financial planner. Morlaix, Chartered Financialplanners will establish your current situation and future objectives and implement any recommendations where appropriate.
We are a well established and specialist firm of Independent Financial Advisers (IFAs)based in Cirencester and London. We offer Chartered status advisers. Our financial advisers offer directors andhigh net worth individuals a bespoke service. This includes advice on pension lifetime allowance, contribution limits and the new post Budget 2014 pension rules. We offer tax planning opportunities and investment portfolio management.
We appreciate that your business is unique - that you like to do things in a particular way, that you have close relationships with your clients and that you have particular challenges that arespecific to your operation. Unlike the big financial institutions we understand this, treating each of our clients on an individual basis. We don't take a "one-size-fits-all" approach, but tailor our wide range of options to suit your individual requirements.
True impartiality is impossible if commission depends on the sale of the financial product. Therefore, for pension and investment advice, we are a "fee only" business. By operating in such a way, wecan offer truly objective advice, minimise a client's costs, and maximise value. Fees can be charged to the recommended contract, to the client personally or to a business as a professional undertaking.