We offer a friendly and personal service to our clients. We find most people prefer to meet in person but we can of course work via email and the telephone. Meetings are available in our offices, youroffice, your home or at a venue to suit you. Appointments are available in the evening as well as daytime if you prefer. Mark has worked in the financial services sector for over 30 years and as an IFA since 1993. Currently he is a Partner at True Potential Wealth Management.
Founded in 2002, the practice has grown steadily. We now assist in both personal and corporate financial planning, helping you make the most of your journey towards building a secure financial future.All initial consultations are free of charge and without obligation. We hope that you, like many of our existing clients, will enjoy working with our friendly and personable advisers, and look forward to helping you recognise and achieve your financial goals.
Finance for Life was established in 2004 and provides a friendly and proactive service to assist you in making the most of your money throughout your lifetime. Our comprehensive and bespoke financialplanning service helps you to take control of your financial security. We offer long-term planning and monitoring of your situation whatever the changing financial climate or your personal circumstances.
Stephen Lunn DipPFS, proprietor and Independent Financial Advisor (IFA), formed Home Counties Financial Services in 1990 after 16 years experience with Prudential Assurance. Originally established toprovide financial advice and services to clients within the Home Counties, our coverage now extends far beyond.
Our goal is to provide you with a friendly and bespoke financial planning and wealth management service. This might be in creating an Investment Portfolio and helping them manage their pensions, ISA'sand Unit Trust investments, or helping them build a substantial Buy to Let property portfolio. We also provide bespoke financial planning reports to ensure you are on track for you goals such as School and University Fee planning.
Looking for a Financial Adviser? You've come to the right place! Life is busy and demands on executives are high; between business and trying to keep a family life, time is becoming scarcer than ever.As a result, there is a demand for financial advice, which takes the complication out of growing your financial assets. We believe that executives need help and encouragement in order to balance all the factors in their busy lives.
Kevin has over a decade of corporate risk management experience, as both a practitioner and a consultant. Kevin holds an MBA from McGill University, and is an Associate Member of the Association ofCorporate Treasurers (ACT), holding certificates in International Treasury Management, Financial Mathematics and Modelling, and Risk Management.
Studies show that 9 / 10 women will need to look after their own finances in the future, but with only 1 in 5 of us feeling prepared to make wise financial decisions, something needs to be done.Perhaps you are very busy, being pulled in what feels like a hundred different directions at once - kids, partner, friends, work. Where does looking at your finances fit into this? Perhaps you don't know where to start, or think that it is very complicated.
For most people, engaging an Independent Financial Adviser, particularly for pensions and investments, is likely to be the start of a long term relationship and as such it is important for bothparties to get it right from the outset. Accordingly, to make sure the fit is appropriate, we always have an initial meeting, at our expense, so that we can find out about you and your needs and you, in turn, can find out about us.
Ward Williams Financial Services Ltd was originally established by Ward Williams Chartered Accountants (Ward Williams Ltd) as a separate company to provide Independent Financial Advice to its personaland business clients, as well as its professional connections. Ward Williams Financial Services Ltd is owned by the principals of Ward Williams Ltd and Ward Williams Financial Services Ltd. Ward Williams Financial Services Ltd (WWFS) is authorised and regulated by the Financial Conduct Authority.