With financial information available from the internet, newspapers and blogs we have witnessed many Clients who are literally overloaded with data. In general, the British tend not to discussfinancial matters openly and we think of our financial future even less. Our first step is a 'discovery meeting', held at our expense and at a time and place to suit you.
At GLC Financial we offer expert advice on protection products across the whole of the market. Offering you the peace of mind and security that you deserve. Whether you are looking to protect yourloved ones, cover yourself in the event of an accident or illness or protecting your own business from financial loss.
There are a lot of people trying to sell you insurance of one type or another but an adviser can tell you which one is actually worth buying. Whatever your needs, an advisor can help ensure personaltragedy does not turn into financial crisis. Planning for retirement is a complex business and there are many different options available.
We are a small firm of Independent financial advisers specialising in investments, financial planning, care fees, equity release, mortgages and protection. Our advisers each have over 15 yearsexperience. We offer a flexible approach and can offer you a full financial review to develop a financial plan or we are happy to deal with an individual concern such as an investment or arrange income from your pension fund.
Before establishing her business Joan worked for a large high street Bank in the West End of London dealing with high net worth individuals. From there she went to a large firm of employed benefitsprovider in the City of London advising employees of the worlds largest Banks. She then moved to Cheltenham with her then husband to work for a National firm of Chartered Accountants heading up their IFA division.
We are Cheltenham based Independent Financial Advisers with a wealth of experience - qualified to advise on all aspects of financial planning and wealth management. All our advisers have at least 12years of successfully providing financial advice to clients. We want clients to be comfortable and relaxed working with us, and be confident they've made a good choice. From our standpoint we are looking to gain a new client for the long term and to achieve this we are prepared to invest our time.
Employers with more than one employee have to enrol certain workers automatically in to a Qualifying Workplace Pension Scheme (QWPS) by a certain date, depending on the size of their workforce. We canadvise you on Annuity purchase - standard and enhanced, Income withdrawal, Phased Retirement and Phased Income Withdrawal.
Boote Financial Planning Ltd was established from awareness that business owners in particular and wealthy clients require pro-active guidance and advice in the area of wealth management. We providecomprehensive financial planning and wealth management services, helping individuals, trustees and businesses to achieve their financial goals, irrespective of their resources or life stage.
RockWealth is a firm of professional independent advisers specialising in wealth management and creation on behalf of professionals, business owners, entrepreneurs and trust funds. Our goal is alwaysto strive to excel and surpass expectations in everything we do from investment performance to ensuring all our clients receive the highest standards of customer service, completely tailored to their needs.
We are a local independent asset and bank finance brokerage offering a dedicated and personal service to SME's across the Cotswolds - Berkshire, Warwickshire, Thames Valley, Gloucestershire andOxfordshire. With our longstanding relationships we will in the majority of cases secure a far more competitive interest rate and fee structure than if a client dealt direct. A close working relationship is developed with our clients whether it be a one off transaction or long term association.