Gordon Welsby is a Chartered Accountant and gained an MBA from Cranfield University. He has significant experience as a Finance Director of small- and medium-sized, rapidly developing commercialbusinesses. He was Finance Director of a top-30 UK charity.
Studies show that 9 / 10 women will need to look after their own finances in the future, but with only 1 in 5 of us feeling prepared to make wise financial decisions, something needs to be done.Perhaps you are very busy, being pulled in what feels like a hundred different directions at once - kids, partner, friends, work. Where does looking at your finances fit into this? Perhaps you don't know where to start, or think that it is very complicated.
Stephen Lunn DipPFS, proprietor and Independent Financial Advisor (IFA), formed Home Counties Financial Services in 1990 after 16 years experience with Prudential Assurance. Originally established toprovide financial advice and services to clients within the Home Counties, our coverage now extends far beyond.
Our goal is to provide you with a friendly and bespoke financial planning and wealth management service. This might be in creating an Investment Portfolio and helping them manage their pensions, ISA'sand Unit Trust investments, or helping them build a substantial Buy to Let property portfolio. We also provide bespoke financial planning reports to ensure you are on track for you goals such as School and University Fee planning.
Radcliffe Cooper can help you take charge of your financial future. Hopefully you are serious about organising your finances to enjoy the lifestyle you've worked hard for. You may have found that yourwork and family time commitments have meant your finances have not been given the detailed attention they require. It's quite possible that your finances feel comfortable, when in reality, you are not fully utilising your income or capital as effectively as you could.
With specialist skills in taxation, trusts, pensions, mortgages, investments and protection, the team at Beaufort offers a comprehensive service to clients looking for a personal, bespoke approach totheir financial affairs. An independent financial advisory practice, its advisers search the whole market for the best solutions and have no restrictions on the financial products and funds they are able to recommend. Furthermore, the cost of receiving financial advice is completely transparent.
Premier Financial Services are specialists in providing impartial Mortgage and Insurance advice. Although based in Berkshire we will be happy to provide advice and assistance to anybody within the UKrequiring Mortgage or Insurance help. We can access almost every lender and a wide range of insurance companies on your behalf in order to provide a hugely diverse range of options specific to your particular requirements.
For most people, engaging an Independent Financial Adviser, particularly for pensions and investments, is likely to be the start of a long term relationship and as such it is important for bothparties to get it right from the outset. Accordingly, to make sure the fit is appropriate, we always have an initial meeting, at our expense, so that we can find out about you and your needs and you, in turn, can find out about us.
Tara Financial Services Ltd have been providing sound financial advice in Wokingham and nationally since 1987. Peter Jessop, the managing director and financial adviser has been with the company since1998. Peter is a specialist in producing bespoke investment portfolios, at retirement planning and workplace pension. He has been practising as an IFA for 18 years however his background has always been in finance, including a degree in Economics from Southampton University.
Protect and Invest Ltd is authorised and regulated by the Financial Conduct Authority under reference 469073. The Financial Conduct Authority does not regulate Taxation and Trust Advice, OffshoreInvestments, Will Writing, Estate Planning, Deposit Accounts and some forms of Mortgages and School Fees Planning. Please visit our legal declarations pages.
Jelf is a leading consultancy providing expert advice on insurance, employee benefits, healthcare and financial planning for businesses and individuals. With more than 30 offices across England, Walesand Scotland, we provide a personal, friendly, client focused approach with the benefits that come from being a full service intermediary with national reach - a combination that makes for a powerful partnership.
We are an Independent Financial Planning practice of highly qualified and experienced individuals with extensive market knowledge. Whilst we pride ourselves in being a general practice, we havespecialists in house to ensure our clients can receive the right advice from those best qualified.
Ash-Ridge provides wholly independent financial planning advice and management services to private individuals, employers and trustees. We have assisted our clients in meeting their objectives since2003. Our clients are the heart of our practice. We provide our initial research and analysis in order to let you know where you stand today, whilst our Financial Management and Investment Portfolio Services are specifically designed to ensure effective support and structure for the future.
We specialise in providing on-going holistic advice on a personal level. We manage investment portfolios and pension funds with an emphasis on capital preservation. We pay particular attention tomaking sure you understand investment risk when making our recommendations. We encourage on-going dialogue with our clients, as we are aware your personal circumstances change, as does financial legislation. We aim to.
Whether on a corporate or individual basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professionalindependent financial advice to secure your future. This is where Millfield Osceola Financial Consultancy Ltd excels.
Here at Richmond Finance Services, we are specialists in Equity Release Mortgages and provide you with quality, professional advice that you can trust. Whatever your particular requirements, whetherit be a mortgage or insurance we can ensure that we will find the best solution for you. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Colin Austin has 30 years of experience offering financial advice to corporate and private clients in a broad range of financial services, from investments to mortgages. This website primarilyprovides existing and also prospective clients with an insight into how we work, on-line information and services.
Finance for Life was established in 2004 and provides a friendly and proactive service to assist you in making the most of your money throughout your lifetime. Our comprehensive and bespoke financialplanning service helps you to take control of your financial security. We offer long-term planning and monitoring of your situation whatever the changing financial climate or your personal circumstances.
Informed IFA was founded by Peter Mutch in 2010 after having worked for many years as a registered Independent Financial Adviser with a national organisation. Informed IFA offers you truly independentand unbiased financial advice to help you make the best possible decisions to secure your financial future. Our business is driven by our clients' needs whether you want initial advice on say your first ISA or a review of your pension options our response is exactly the same.
Based in Berkshire, we are a specialist provider of independent advice and financial planning services to individuals, trusts and businesses located in the Thames Valley and surrounding areas. We workin partnership with other professionals to deliver services aimed at helping you create and grow your wealth, plan for your retirement, protect against the unexpected and tax efficiently pass your assets on to future generations.