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.
In order to find your way around the modern financial landscape with its constantly changing regulations, rules and laws, you will need an experienced, qualified and trustworthy guide. Charlwood LeighLtd has been guiding clients safely and effectively for 45 years. Our highly qualified experienced advisers are experts in sifting through the myriad of schemes and investment ideas on offer to our clients, ensuring that those we choose for you are precisely what you need.
Through the combined approach of independent advice and transparent charging clients can be confident that all investment recommendations are solely made on the basis of what's best for you. Webelieve in the personal touch and are dedicated to providing expert impartial advice coupled with excellent service in order to build lasting relationships and trust with each of our clients and their families.
Grayside is an established, regional business based in Epsom, providing independent wealth management and insurance solutions to clients who wish to achieve economic success and financial security. Wehave achieved the coveted Chartered Financial Planners status and strive to provide the most professional level of advice and service to our clients.
At Mayfair Financial we assure our clients that they will always receive a very high standard of advice. We recognise from the outset that your mortgage is probably your largest monthly financialcommitment and for that reason we take time to ensure that any solution, especially devised for you, is the most suitable to meet your own circumstances.
We are completely independent with no ties to any financial institution. We have no external shareholders to compromise the ethos of the firm and are accountable solely to our clients and theFinancial Conduct Authority. Over a number of years Cadogan Wilson has built up a reputation locally as the firm to consult on Inheritance Tax mitigation.
Shorestone Financial is authorised and regulated by the Financial Conduct Authority. Shorestone Financial is committed to treating its customers fairly. This is achieved by providing an innovative andcost effective approach to personal financial advice. Our business is based on trust and building long term value to our clients. Our staff are client centred, advice focused and not product driven.
Whatever your particular requirements we can ensure that we find the best solution for you irrespective of how we are paid. Explore our website to find out what is on offer for you or contact us toarrange a free initial face-to-face meeting to discuss your complex financial needs and the bespoke solutions that we can offer you. If you do have any suggestions please e-mail us or use one of our contact forms.
At PY Financial Services we specialise in most types of mortgages from Residential, to Buy to Let, to Commercial. We have access to the whole of the market place to ensure you are getting the rightproduct to meet your requirements. Another big important part of PY Financial Services is PROTECTION, whether that be Life Insurance, Critical Illness, Buildings & Contents, Landlord Insurance, or protecting your income with Income protection.
Established in 1983, MLP are specialists in financial planning for private and company clients. MLP operate both a restricted and Independent model for clients. Before transacting any business youradvisor will tell you which model is being used. All Financial Advisors within the company are required to pass specified examinations set by the Chartered Insurance Institute. Whilst also having to meet stringent regulatory requirements set down by the Financial Conduct Authority.