Custodian Wealth Management Ltd was set up in 2004 by Richard Sutcliffe and Branimir Gavrilovic, who are still the principal advisers. Our advisers are fully qualified and experienced to adviseprivate clients, Trustees and businesses alike on all their financial planning needs. Our business has been built based on integrity, expertise, and an excellent service.
We are a family-owned business, run by husband and wife team Liam and Tracy Starley, who live in Petersfield with their three children. Liam is highly qualified, holding the 'Diploma in FinancialPlanning', the 'Investment Management Certificate' and the 'Certificate in Long-Term Care Insurance'. With over 15 years experience in financial services we know that the best results come from talking with clients face-to-face.
For ten years, Harvey worked as a City based Financial adviser, predominantly at Merrill Lynch International Bank. In the City, Harvey gained his financial planning qualifications and experience. Hethen set up his own business, Melior Wealth in which he uses his skills, experience and knowledge to advise on investments, savings, pensions, insurance, inheritance tax, offshore matters and many other areas of financial advice.
Financial Profiles Ltd have been providing financial advice to both private and corporate clients since 1990. We are directly authorised by the FSA under 432431 as Independent Financial Advisers. Manyof our new clients are recommended to us by existing clients or other professional connections. Our advisers have a wealth of experience across all areas of financial planning.
Finsbury International was formed in 2004 and originally based in Azerbaijan, primarily to provide better financial advice to the expatriates in the Oil and Gas industry. From that success operationsdeveloped into Europe initially with the creation of an office in Zurich in 2007.
We specialise in providing lease based funding across a wide range of equipment for small and medium sized businesses throughout the UK. With a track record and reputation to match, our highlyexperienced team delivers millions of pounds of business friendly finance products to our customers. 1995 As part of the Brook Henderson Group we commenced trading in the asset finance sector.
Barrie Dean has been working in the financial services industry since January 1970, spending the first 13 years with two insurance companies before setting up as an IFA in March 1983. Since then hehas been providing independent financial advice to both private and corporate clients. Barrie Dean Financial Management was established in November 2005 to offer personal, friendly advice to a wide range of clients, many introduced from existing clients and professional connections.
Prime Time Financial is here to help you take full advantage of that time, whether you have reached retirement yet, or not. As the local over 50's specialists we can provide straightforward advice onpensions, investments, Inheritance Tax, Equity Release, and other areas of concern at that stage of life.
Whether you need an income option to fit your retirement lifestyle, funding for care home fees or advice on how to reduce your Inheritance Tax bill so your heirs benefit, our advice is alwaysrelevant, impartial and tailored to individual circumstances. Improve your financial position and enjoy peace of mind by talking to Rathmore's Independent Financial Advisers.
Established in 2000, we are small firm of Independent Financial Advisers with a focus on providing the best advice to corporate and individual clients. Providing tailored advice in clear and conciselanguage to ensure all aspects are properly covered and fully understood. Our location allows us to conveniently serve Farnborough, Aldershot, Fleet, Ash, Yateley, Blackwater and Camberley areas. Clients are invited to our offices or we offer home visits for additional flexibility.