The partners background of many years experience working for banks and building societies within Personal Financial Services gave them an intimate knowledge of this sector and an unshakeableconviction that customers should be offered professional advice for the products and services we offer.
Historically we have tended to see our clients in their own homes. This has been seen as a great benefit, as it provides for a more relaxing environment and one where all necessary informationrequired for the advice process can easily be found. Alternatively we would be happy to see clients at their place of work, this has often suited Teachers and Lecturers in the past or arrange another suitable meeting place.
Adsatis is a niche financial markets management consultancy based in London, with an international delivery capability. Our consultants are financial markets professionals with deep domain expertisein financial markets - the products, the market mechanisms and the business and regulatory drivers that are shaping the industry.
Investment planning should be a carefully thought out process with a rigorous and robust strategy. At CarterDawes we provide our clients with this service. We extensively research the market lookingnot only at performance but the strength of the provider, the quality of the service and the charging structure of the investment.
Brooks Macdonald was founded on the idea that there was a better way of providing private client investment services. Twenty years on, our philosophy of 'doing things differently' remains the basis ofour company ethos. Established in 1991 and AIM-listed in 2005, the Group has grown from providing London-based investment management to being an award winning, integrated, wealth management group with offices across the UK and Channel Islands.
Are you concerned about the continually changing financial market and its effect on pensions and investments? We help individuals and business owners make the right financial decisions. Are youlooking for improved service, technical improvements, financial savings or an IT partner who cares about your business? We're confident our services will exceed your expectations.
This website offers you basic product information for mortgages, life assurance, mortgage protection, critical illness cover, income protection, accident sickness and unemployment cover, investmentbonds and annuities. We can also offer you the facility to get an online quote for all of these or if you prefer the traditional face to face approach, we can offer an appointment with an experienced Independent Financial Adviser, just give us a ring.
Fully authorised and regulated by the Financial Conduct Authority, reference number 469547, we offer the best solutions from the entire market to suit your personal, family and business needs. Gettingto know you is key to helping you achieve your goals. This is why we are committed to assigning you your own dedicated adviser with a view to providing.
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with theircontact telephone number. Fred has over 40 years experience in the Financial Services industry with 20 years at the Sun Alliances Head Office pensions department, where his specialised experience in all aspects of pension schemes was gained.
We passionately believe that financial products such as pensions, investments and mortgages should be recommended once we know what the client is trying to achieve and what lifestyle they would liketo enjoy both now and in the future. Through financial planning we help our clients achieve financial independence, financial security and peace of mind and tell them the truth about their money.