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.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK. Wright Financial Services is a member of BestPractice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority.
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.
Graham specialises in both corporate work and inheritance tax mitigation. However, he is also highly experienced in the personal and corporate pensions, general protection, investment, mortgagemarkets and equity release. Graham currently acts on behalf of the Federation of Small Businesses in Guildford and Godalming, Surrey.
Sapphire Asset Management is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. The information contained within thissite is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
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.
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.
Now what was the question? We have proven systems and investment expertise to satisfy your need to make your money work harder for you without taking on undue risk. Whether your objective is forincome, capital growth or a combination of the two we can construct investment and pension portfolios to match your requirements. Our regular reviews ensure the plan is kept on track. It it all starts with listening.
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.