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.
You have found us because you are looking for sound, financial advice. As a professional financial adviser practice, Simpson Financial Planning Ltd is authorised to advise in many areas of financialservices, and specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning.
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.
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.
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.
Lawson Financial Management is authorised and regulated by the Financial Conduct Authority to give Independent Financial Advice and acts on behalf of clients, not for any insurance company, bank orinvestment fund manager. Our service includes a free initial consultation during which we will discuss your present financial situation and what you hope to achieve for the future. This will help us to make recommendations, personal to you and your circumstances.
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.
We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional andcommitted to creating long-term success and financial progression for you, our client. We understand that everyone's different, and that's why our financial planning approach is as individual as you.
As professional financial advisers, we specialise in providing tailored financial planning advice to private and corporate clients in London, Surrey and the Home Counties. We have qualifiedspecialists authorised in the fields of pensions, investments and mortgages. We can also help with inheritance tax planning and sophisticated retirement strategies. Our emphasis is on long term holistic financial planning rather than opportunities for sales.
Advoco Financial are specialists in mortgage advice, which means we work for you in order to find the most suitable and cost effective mortgage product to suit your needs. Not only can we ensure thatwe find a mortgage that fits your requirements, we can also guide you through the sales or re-mortgage process - right from when you are considering your options, through to the day of completion, helping to remove the stress and anxiety that can be involved in moving home.