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.
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.
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 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.
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.
Based in the market town of Godalming in the heart of Surrey, AFL Financial Services Ltd has been providing financial advice since 2001. With over 60 years' combined experience in financial services,we are confident in our ability to help you achieve your short-, medium- or long-term goals. Whether you require advice on which mortgage may be right for you, a long-term retirement/investment strategy or advice at retirement, we have an adviser to help you each step of the way.
MIS is a small (but perfectly formed!) dedicated firm of independent financial advisers. We aim to provide the highest level of individual service to clients seeking advice on all financial matters.Our website has two fundamental aims. Firstly, to provide our existing clients with access to all the information they may need to get the most out of what we have to offer - including access to any information that may be relevant to their specific existing arrangements.
MacKenzie Financial Management provides a comprehensive and professional service offering advice on a variety of products including pensions, investments, mortgages, life protection and inheritancetax planning. We offer the traditional values of high quality personal service and long-term relationships with our clients. We work on a fee or commission basis and all costs will be discussed at our initial meeting, which will be free of charge.