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.
Ward Williams Financial Services Ltd was originally established by Ward Williams Chartered Accountants (Ward Williams Ltd) as a separate company to provide Independent Financial Advice to its personaland business clients, as well as its professional connections. Ward Williams Financial Services Ltd is owned by the principals of Ward Williams Ltd and Ward Williams Financial Services Ltd. Ward Williams Financial Services Ltd (WWFS) is authorised and regulated by the Financial Conduct Authority.
We offer a friendly and personal service to our clients. We find most people prefer to meet in person but we can of course work via email and the telephone. Meetings are available in our offices, youroffice, your home or at a venue to suit you. Appointments are available in the evening as well as daytime if you prefer. Mark has worked in the financial services sector for over 30 years and as an IFA since 1993. Currently he is a Partner at True Potential Wealth Management.
The cornerstone of our wealth management advice service is exactly that, service. Our aim is to protect yourself and your family in this rapidly changing world and assist you in achieving yourfinancial goals. We are fully committed to providing the very best financial advice to ensure we match your specific circumstances to the most suitable solutions for you and your family.
Our mission is to advise on all the needs of high net worth individuals throughout their lifetime. Please read our Privacy Statement before completing any enquiry form or before sending an email tous. Devereaux Montague LLP is a Limited Liability partnership, is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register).
You have found us because you are looking for sound, independent financial advice. Whatever your needs, getting professional, impartial advice can help you cut through the hype and the jargon and makethe right decisions for your situation. At Chord IFA all our advisers are chartered financial planners dedicated to providing advice specific to your individual needs. As Independent Financial Advisers, Chord IFA has no ties to any single product provider or supplier.
Now what was the question? We have proven systems and investment expertise to satisfy your need to make your money work harder for you without taking on undue risk. Whether your objective is forincome, capital growth or a combination of the two we can construct investment and pension portfolios to match your requirements. Our regular reviews ensure the plan is kept on track. It it all starts with listening.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family andfor businesses of all sizes. YOU are the focus of our business: You, your life, your family, your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
North Star Financial services are based in Hampshire and offer face to face advice in Hampshire, Surrey, Berkshire & Middlesex. We have phone based advisors who offer excellent service to the whole ofthe UK. With your permission, we would like to retain you as long term clients where you can benefit from our ongoing review service. This service will ensure that you continue to benefit from the most competitive rates in the marketplace.
Laithwaite Financial Services Ltd is a firm of Independent Financial Advisers, based just outside the town of Woking in Surrey. We provide impartial, holistic financial planning for people from allwalks of life. We are proud to be different; we don't follow industry trends and we are not trying to grow our business at the expense of everything else. Our approach is the product of more than twenty years' experience.