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.
Arch Financial Planning Limited is delighted to have reached the final four shortlist for New Model Adviser of the Year 2015 for the South East. The New Model Adviser Awards, now in their 10th year,are designed to reward the best in financial planning across the UK. Arch Financial Planning Limited is a Chartered Financial Planning company that was formed in 2003 but with a history dating back over a quarter of a century.
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.
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.
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.
All you need to set up and run a company - from bricks and mortar to people and processes. Let us take the strain of the back-office functions so you can stay focused on your business. We have all theexperience and specialist advice you need, so you don't have to waste time, energy and expense looking for it. That's got to be good for business efficiency.
Elm Financial Associates are Independent Financial Advisers based in the heart of Guildford. We have built and continue to build a reputation for quality advice and service to individual clients andbusinesses in Surrey, Hampshire and London. We provide expertise at every level of financial planning including pensions, investments, protection, general insurance, inheritance tax planning and mortgages.
EFT Finance is an independent finance broker arranging funding for all sizes of business in every sector. Offering a personal service through a team of experienced finance professionals we aim tomatch your funding requirements with appropriate funding solutions. We provide a varied range of finance options for all types of assets and equipment to run your business.
Business managers of large or small enterprises are aware of the benefits of making the most of the tangible business assets at their disposal. Company money can be put to work equally hard. Whenselecting an investment, pension or financial strategy, companies have similar considerations to individual investors. One topical issue is currently establishing and complying with Auto-Enrolment (workplace pensions) requirements and the team at Chapters Financial can help with this.
At Heritage IMA we offer a professional mortgage solutions service and by reviewing your individual circumstances in conjunction with the whole market place we can tailor make a mortgage to suit yourneeds. In addition to the mortgage sourcing we will also provide you with very competitively priced protection plans to suit your chosen requirements.