With a wealth of experience and industry knowledge, you receive independent advice which is tailored to your personal needs and expectations. We recognise that our clients are at the heart of ourbusiness and this is why we believe in building long term relationships and providing high levels of service. We are aware that we can only secure trust and loyalty by continually providing quality advice.
Legal & Medical's financial advisers offer a full range of independent financial planning, investment advice and wealth management services to doctors and dentists. Our advisers throughout theMidlands, South of England and Wales know and understand your profession. Whether you're a GP, hospital doctor, locum, surgeon, consultant or dentist, we can help you reach your lifestyle goals and secure your long-term financial future.
Client Services - Choosing the right financial adviser is an important decision to make. Investment - Investing for growth, investing for income, tax efficient investments plus a unique ValuationService. Retirement Planning - Options on retirement. Personal Tax Planning - Income tax, Capital Gains Tax and Inheritance Tax Planning. Long Term Care - Future planning or immediate need.
We all have ambitions, goals and dreams for the future, for ourselves in our personal and business lives and of course our families, but how is it possible to achieve them? Professional FinancialPlanning is the process which aims to help you realise your goals & ambitions - whatever they may be. As financial advisers we will help you make informed decisions about your financial future for the short, medium and the longer term.
Independent financial advisers for pensions, mortgages and investments; based in Abbotskerswell near Newton Abbot in Devon. Professional and independent financial advisers to new and existingbusinesses throughout the country. At Hedgelands Financial Services we believe that making plans to provide for and to protect your family has never been more important. We also know that the choices available can seem complex and even bewildering.
We are a small IFA firm who value our close long term relationships with our clients. We like to ensure that all of our clients needs are catered for as they change throughout life - from the thepurchase of their first home, protection and insurance requirements of the young family, where maximum cover for minimum cost is essential, through the middle years of saving for retirement, and then helping our retired clients get the best income from their life savings. How we work.
Pete has worked in the financial services sector since 1996, in roles with a major Life Assurance company, local Independent Financial Adviser and within the financial services team of a local firm ofEstate Agents. Outside of work his interests include most forms of sport, where he currently plays in the Premiership of the Devon Squash Leagues, as well as keeping fit and sport on a social level including tennis, golf, and weekend cycling with the family!
Here at Howard Financial, great customer service is at the heart of everything we do and we treat every client with the same care and attention we would want to receive. We pride ourselves in notusing all the jargon and nonsense that surrounds this industry, but offer clear, straightforward and understandable advice. We are not just there to find you the best deal and fill in the paperwork for you. We're there for you every step of the way and on hand for any questions and queries at any time.
Choose West Financial Management and you won't look back. With many years' experience in client-driven financial planning and a commitment to our customers' needs, we'll get to grips with yourfinancial requirements and offer efficient and effective ideas. We will not recommend irrelevant products or services: it's all about what's suitable for you.
If you are looking for quality independent financial advice from a company that you can trust and will listen to your needs while offering clear and constructive guidance on how to meet your goals.Clayden Associates are totally independent with no ties to any product providers. Offering expert unbiased advice from the whole of market, our advisers are highly qualified and experienced, providing a professional, highly personalised and friendly service to our clients.
At Gilbert Stephens Financial Services Limited we believe that by providing well thought-out and robust financial solutions for our private and business clients we protect their interests, help themto achieve their objectives and deliver security for the future. Financial planning is an essential part of modern living, more so now than ever before - with depleting State pensions, fluctuating interest rates, and uncertain values on the Stock Exchange the future could look pretty bleak.
On the following pages you will find a lot of what we consider to be useful hints and information on specific financial products - along with details of the services you can take advantage of throughus. We will personally tailor our financial planning to suit you, your goals and circumstances. John Head Finance works on a Fee or Commission basis, providing a flexible and affordable service.
Financial planning takes an integrated approach to all aspects of your finances, creating a link between your money and your goals and aspirations in life. We help ensure that your financial resourcesare optimised to meet both your short- and longer-term objectives. Our financial planning service will enable you to relax about money issues and create more time for you to focus on what really matters.
SWLaw brings you access to a wide range of legal and financial services from two practices sharing a common client-focused approach. The aim is to develop a full understanding not just of theimmediate need but of the broader context in which advice is sought. In that way a better, more 'holistic', service can be provided and better solutions can be offered.
Eclipse Solutions has its office in Barnstaple, although our clients come from across Devon and beyond. Our team of financial advisors are well experienced and have earned a reputation for offeringboth a friendly face and advice that can be relied upon.
At Cathedral Financial Management, year on year since 1993, we have continued to achieve excellence that is well above the standard for our profession, helping our clients build wealth and financialsecurity. Whether we are advising privately, or to businesses, you can be confident in our professionalism and care.
We provide financial advice across a range of financial issues, from arranging Life Assurance to researching the best mortgage, pension or investments. We place a great deal of emphasis on investmentresearch and ongoing reviews as these can have such a big effect on the returns on pensions, investments and savings. Take your time and when you are ready, get in touch via the routes shown in Contact us. From April 2015, your options at retirement changed.
Although we specialise in financial planning for persons 50 plus, advising on and arranging investment for income and / or capital growth, inheritance tax planning, options at retirement and equityrelease we also serve younger clients, advising on retirement planning, mortgages and family protection, such as life assurance, critical illness and income protection.
At Equitas Financial (UK) Ltd we aim to provide a comprehensive Independent Financial Analysis service in a manner we ourselves would expect to receive. We believe that all solutions should bedelivered in plain English without the jargon commonly associated with Financial Planning. Our team has a diverse technical experience covering all areas of Financial Planning.
Selecting the right financial adviser to look after your investments is one of the most important financial decisions you'll ever make. At Paul Hipkiss Independent Financial Advisers our focus is onyour individual needs and plans for the future. We'll take the time to work with you to, one to one, to arrange plans and investments that are specific to you and your requirements.