Led by chartered financial planners and supported by a team of financial advisers, market analysts, researchers, investment managers and technical administrators – Estate Capital is structured toprovide the most relevant financial advice to a broad range of private and corporate clients.
After 30 years in the accounting industry, Clive Atkins & Co is still operating with the same core values – professionalism, a friendly service, and always going the extra mile for clients. As ateam of leading accountants in Swansea, they are dedicated to your success.
Morgan Financial Solutions is a financial services firm owned, operated and founded by Phil Morgan who has many years' experience, having joined the industry in 1986. In 2011, Phil seized anopportunity to start Morgan Financial Solutions to offer whole of market mortgage and protection advice to customers. Since that time Morgan Financial Solutions has grown extensively and now has mortgage and protection specialists in key locations across England and Wales.
Chapelwood Financial Planning was established in 2001. We specialise in the combination of financial planning, and we are known for the results that our clients achieve UK wide. Our prime focus is toclearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
Niche are a firm of Chartered Financial Planners. We provide financial advice to clients all over South Wales, as well as Bristol and the South West of England. Our offices are in Cardiff, Newport andPontypridd and we are directly authorised by the Financial Conduct Authority.
With our Head Office located in South Wales and clients located throughout the UK, Seer Green is a team of qualified experts who provide robust, impartial advice on all matters relating to mortgages,investments, pensions, tax planning, protection and insurance - both personal and corporate.
Financial Consultancy Limited is a firm of Independent Financial Advisers covering the whole of South Wales from offices in Swansea and Pontypool. Our ethos is straightforward: To give our clients thehighest possible standard of advice. Portfolio Financial Consultancy Limited our aim is to create unique solutions to solve our clients' financial issues.
Graham, Gareth and Steve have over 80 years experience in the Financial Services sector, with an established and well regarded practise in the town of Port Talbot. A general IFA practise, CarpenterJohn has considerable expertise in the areas of Mortgages, Protection, Investment and Tax planning and Retirement Planning. We pride ourselves on the service we offer clients.
At Isaac Rees Wealth Management LLP we have grown our business through personal recommendations and referrals and, more recently, regional financial seminars. Our team specialises in deliveringbespoke solutions tailored to client's specific individual needs over a wide range of financial areas. Since financial advice is a matter of trust, our principle is to work in partnership with our clients.
I will take away the pain and stress related to financial planning by explaining complex issues simply, truthfully and honestly. Working together we will look at how I am able to help you achieve yourfinancial goals. Taking the time to ensure that you understand both the advantages and any disadvantages there maybe with any solution recommended.
Our three different service options allow you to choose a cost effective solution to meet your own needs and requirements - you can also switch between them if your circumstance change. For a shortpresentation on our Financial Planning and Investment Process. This represents our highest level of service and offers proactive financial and investment advice for those seeking the benefits of bespoke long term planning.
Beacon IFA Ltd is Authorised and Regulated by the Financial Conduct Authority. The FCA does not regulate Will Writing, Personal Loans, Commercial Loans, National Savings products, some forms of buy tolet mortgages, tax planning, inheritance tax planning, offshore funds. The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
We are authorised financial advisers, who specialise in giving advice on a wide range of subjects to assist with your personal financial planning including, Investments, Inheritance Tax Planning,Pensions, Life Assurance and Mortgages. Financial advice is given by listening to your needs, and offering clear, no-jargon advice on the most appropriate course of action to meet your current and future objectives.
Most people come across the need for financial advice at some points in their lives. It could be a change of job, a new baby, a house move, or selling a business. Less happily, it might be an oldermember of the family becoming ill, wanting to make sure their hard-earned savings are prudently looked after. And those who inherit money also usually seek advice to make sure they get the best out of it. All these sorts of people and more come to us for help.
Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seekprofessional independent financial advice from people you can trust. Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information.
Our mission is to help inspire our clients to gain a fresh perspective on their Wealth Management by simplifying their finances and achieving their financial goals. We have three fully qualifiedadvisers with a vast array of experience and technical expertise who can converse on a wide range of financial planning areas.
Welcome to RJS Financial Ltd - RJS Financial Ltd, based in Abergavenny, Monmouthshire offer both personal and corporate financial planning advice. RJS Financial Ltd work across Wales in partnershipwith our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations and we recognise the importance of providing long-term on-going assistance and guidance.
Morgan Hemp is one of South Wales' leading accountants, serving businesses and professional practices across the UK. Whether you are a large limited company or just starting out we can help you manageall your financial matters from book keeping and wages to annual accounts and raising finance. We are more than bean counters - we can help your business thrive.
Welcome to our homepage, we hope you are able to navigate around the site and find what you're looking for. Advantage IFA takes great care in putting the needs of our clients first and foremost. Weaim to offer the highest quality financial advice from across the whole of the market. We tailor all of our advice to our individual client needs, liaising with their accountants and solicitors as appropriate to provide a coherent planning strategy.
Since Medical & Professional took over my portfolio, I have enjoyed courteous service. They have always taken their time to listen to me and have consistently tailored their recommendations to fullymeet my needs and personal circumstances. In addition to helping.