White Horse Financial Services is a firm of Independent Financial Advisers, based in Purton, Wiltshire. Established in 1995, working initially in Swindon, we moved to our present purpose built officein 2001. In that time the business has evolved and we now look to provide a full financial planning service to all of our clients, be they individual or corporate.
At Advisory Financial Services, we are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. Advisory FinancialServices was formed by David Murray in 1989 with the aim of providing face to face advice and exceptional levels of service. The Company was created at a time when large volume mortgage brokers were more interested in the number of clients rather than the clients themselves.
We pride ourselves on our extremely high quality of service, and our business has grown by referral, proving to us that our clients appreciate the level of attention we are able to offer. We work withdedication and integrity to ensure we really understand clients' needs and offer them the best possible solutions to their long-term wealth management needs.
As a professional and impartial mortgage broker, we at Mortgage Protection and Finance Ltd™ are able to save you time and money as we work hard to shop around to compare thousands of deals fromthe whole market (rather than just a few lenders) by using the most up to date technology to find the most competitive and appropriate product for you.
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.
Our advisers combined have over 50 years experience in finanancial services and have helped our clients plan and acheive their financial goals. We will look after your personal interests. With accessto the financial market, we can search thousands of options to find the most suitable products and services for you. If you are thinking about creating and putting your financial plan into action, we may consider things you've not. Why not talk it through with us today?
Our team of Independent Financial Advisers can advise you across a range of financial subjects including financial protection, wealth management and family wealth transfer & estate planning. We willhelp you to make considered decisions about your financial future through our client focussed approach. Our Chartered status is a reflection of the quality of independent financial advice we provide.
We are Independent Financial Advisers (IFA) based in Swindon, Wiltshire. We were the first IFA firm in Swindon to be awarded the prestigious Chartered Financial Planner designation which is thehighest recognition of our commitment to professionalism. As Independent Financial Advisors you have the comfort of knowing that we are not tied to a single provider or to a small group of providers. This allows us to recommend solutions that are best placed to achieve your financial goals.
Whether you're a financial adviser looking to enhance your business, or an individual looking for financial advice, Intrinsic Financial Services is the ideal partner to help you. As a financiallystrong and highly experienced network, we offer support, training and products to advisers all over the UK - advisers who deliver expert face-to-face financial advice to individuals and businesses, backed by our specialist expertise and technology.
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services. We would welcome your feedback not only on the current content and presentationof the site but how you feel it could be improved or indeed what other services or information we could include to help you.