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.
Shorestone Financial is authorised and regulated by the Financial Conduct Authority. Shorestone Financial is committed to treating its customers fairly. This is achieved by providing an innovative andcost effective approach to personal financial advice. Our business is based on trust and building long term value to our clients. Our staff are client centred, advice focused and not product driven.
In order to find your way around the modern financial landscape with its constantly changing regulations, rules and laws, you will need an experienced, qualified and trustworthy guide. Charlwood LeighLtd has been guiding clients safely and effectively for 45 years. Our highly qualified experienced advisers are experts in sifting through the myriad of schemes and investment ideas on offer to our clients, ensuring that those we choose for you are precisely what you need.
Through the combined approach of independent advice and transparent charging clients can be confident that all investment recommendations are solely made on the basis of what's best for you. Webelieve in the personal touch and are dedicated to providing expert impartial advice coupled with excellent service in order to build lasting relationships and trust with each of our clients and their families.
3D Financial Planning provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The next step. To find out more aboutbecoming a client of 3D Financial Planning, the next step is to arrange a meeting. This is at our expense and without any obligation. Remember, we are happy to travel to meet with you.
As independent financial planners we believe in the value of personalised financial planning, backed by tactical and tailored financial advice. We achieve this by focusing unconditionally on you asour client and by delivering an outstanding journey and experience for you and all those that matter most. We continually strive to simplify the complex issues you and our clients face, so that you can make informed and educated decisions and help plan the future with confidence.
We're different because we are providing services to some 320 clients, not 3,200. That means we can provide each client with a highly personal and friendly, quality service. We're different because weoperate from a low cost base near Gatwick, with links to central London in just 45 minutes. We're not hampered or constrained by connections to any other financial sector business, and are truly independent.
Oak Financial Management Ltd has many years of experience, advising both individuals and companies in all areas of advice. We provide a comprehensive professional service on a friendly andeasy-to-understand basis. We offer a free initial meeting with no obligation, to discuss your requirements in more detail and identify the areas in which we can help you.
Fundhouse is a leading investment adviser specialising in fund research, ratings and portfolio construction services. We help clients manage investments on behalf of the end investor. Our experiencedteam understands the complexities of the fund management world. We apply this knowledge alongside a client-first mindset to improve the outcome for the end investor.
We are Independent Financial Advisers, here to help and guide you through your financial needs in life. From the excitement of buying your first home, protecting you, your income and assets, thenumerous forms of investment including pensions, ISAs, school fees and many more, tax planning to Equity Release, as your needs and circumstances change we will work with you - we feel it is important to establish on-going relationships with our clients, be they individuals, families or businesses.