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.
At Mayfair Financial we assure our clients that they will always receive a very high standard of advice. We recognise from the outset that your mortgage is probably your largest monthly financialcommitment and for that reason we take time to ensure that any solution, especially devised for you, is the most suitable to meet your own circumstances.
We are completely independent with no ties to any financial institution. We have no external shareholders to compromise the ethos of the firm and are accountable solely to our clients and theFinancial Conduct Authority. Over a number of years Cadogan Wilson has built up a reputation locally as the firm to consult on Inheritance Tax mitigation.
Grayside is an established, regional business based in Epsom, providing independent wealth management and insurance solutions to clients who wish to achieve economic success and financial security. Wehave achieved the coveted Chartered Financial Planners status and strive to provide the most professional level of advice and service to our clients.
Whatever your particular requirements we can ensure that we find the best solution for you irrespective of how we are paid. Explore our website to find out what is on offer for you or contact us toarrange a free initial face-to-face meeting to discuss your complex financial needs and the bespoke solutions that we can offer you. If you do have any suggestions please e-mail us or use one of our contact forms.
As first time buyers we felt that everything was clearly explained and we were able to call/email any questions at any time and always got a quick response. The stressful process of buying a house andorganising a mortgage was made much easier by Cheam Financial planning.
James Murray Associates was founded in 1986 and we are delighted to have celebrated our 25th year as Independent Financial Advisers in Cheam Village. We are very proud of our long heritage and being awell-established company is important. However, it is equally important that your chosen adviser can continue to work with you for the long term. This is where we feel we can offer a genuine advantage to our clients.
At PY Financial Services we specialise in most types of mortgages from Residential, to Buy to Let, to Commercial. We have access to the whole of the market place to ensure you are getting the rightproduct to meet your requirements. Another big important part of PY Financial Services is PROTECTION, whether that be Life Insurance, Critical Illness, Buildings & Contents, Landlord Insurance, or protecting your income with Income protection.
Established in 1983, MLP are specialists in financial planning for private and company clients. MLP operate both a restricted and Independent model for clients. Before transacting any business youradvisor will tell you which model is being used. All Financial Advisors within the company are required to pass specified examinations set by the Chartered Insurance Institute. Whilst also having to meet stringent regulatory requirements set down by the Financial Conduct Authority.
Sound Financial Advice Ltd was established by Peter Colah, an Independent Financial Adviser with over 20 years' experience in the Financial Services' industry. We are based in Surrey and provideadvice to clients from all over the UK. Certificate in Mortgage Advice and Practice (CeMAP). He is also a member of The Personal Finance Society (PFS). This new body is part of the one hundred year old Chartered Insurance Institute group and supports that Institute's Code of Ethics and Conduct.