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Recommended Financial Advisors
Halcyon Wealth a client-focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells. Our fundamental objective is to provide aholistic approach to financial planning by providing an unrivalled, personal client service proposition that is bespoke to each individual and specific to both their current circumstances and future ambitions.
We give you quick and easy access to the best financial products and the best subsidies on the equipment, machinery or projects you need. We work for you to make your life easier, taking the hassleout of your next investment so you can focus on running your business. We take the time to get to know you so we can find the right funding package you need. We can help with a one-off deal, or we can work with you over months and years as your business and investment needs grow.
She became transformed by adversity into a very angry expert on finance, and in 1993 RWA was born. Ruth is frequently quoted in the national press and trade publications, has broadcast on BBC 4's"Money Box" programme, BBC News and BBC London radio, and writes for the Guardian and Observer newspapers, amongst others. We are very proud to have won the Responsible Investment IFA of the Year award in 2012 and 2013 - and been shortlisted four years running.
We believe that investment success comes from the use of a well researched and robust process, using best practice tools, and applying consistent policy over time. At Cullen Wealth, we know thatmanaging your finances is about more than looking after your money. It's about achieving your lifelong goals. As a leading team of financial experts, we will always focus on making sure your wealth helps you live life on your terms.
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.
Charles Scholefield MA (Cantab) Dip PFS is the practice principal. Charles is highly qualified and has been established in Ealing as a financial adviser for over 20 years. He has been an independentfinancial adviser with Sterling & Law Group since 2001. As independent financial advisers we are not tied to any financial institutions and it is our goal to provide you with the best possible financial solutions from the whole of the market.
MCB Financial Planning Limited is a customer focused Independent Financial Adviser and Mortgage business. In the field of corporate and personal financial planning, advice has to be more than simplyimpartial. It has to be the best possible advice you can get. Professionalism, efficiency, thoroughness and integrity are all key factors which you need from the financial advisers you choose.
Brook-Dobson Brear was established in 2006 by Tim Brear and Andrew Brook-Dobson. We provide a comprehensive lifestyle financial planning service within the framework of a long-term relationship withour clients; this is akin to that of a Personal Finance Director.
Formula has a reputation built upon two main foundations: independence and service. We believe that trusted, prompt service is still key to a successful business, hence we offer new clients theopportunity to get a verbal or written reference from an existing client.
We have included useful information for you about statements, repaying your loan as well as guides and useful forms. If you've received an annual statement, we have an interactive guide and a usefulFAQ that could help answer any queries you may have.