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.
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.
With so many financial organisations claiming to offer the same Wealth Management services and advice, who should you choose to look after your affairs - and why? We believe it's our knowledge,expertise and experience in managing investments and pensions that sets us apart. Our investment managers have extensive experience having acted for big institutions such as Kleinwort Benson, New Star, Hill Samuel and actively managed funds exceeding £1 billion. What makes us different?
Working with private clients, other professional advisers and business owners, the company has been providing independent financial advice for over 17 years. Our private client team manage over £300million and our employee benefits team handle a wide range of benefits packages for companies and charities from 5 to over 1,000 employees.
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.
The Chatsworth Practice is a family business of Independent Financial Advisors established 1984. We work mainly with professional clients in the South of England, with whom we develop long standingrelationships which in many cases last a lifetime. We offer expert advice in areas which include Investments, Pensions, Annuities, Pension Drawdown, Mortgages, Insurance and trust planning.
Past performance is not a guide to future returns and the value of investments, and any income from them can go down as well as up. You may not get back as much as you put in. Please bear in mind thatfor funds that invest in overseas markets, changes in currency exchange rates may affect the value of your investment. The Financial Conduct Authority does not regulate some forms of commercial, will, taxation and trust services.
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.
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.