We are a small firm of Independent financial advisers specialising in investments, financial planning, care fees, equity release, mortgages and protection. Our advisers each have over 15 years experience. We offer a flexible approach and can offer you a full financial review to develop a financial plan or we are happy to deal with an individual concern such as an investment or arrange income from your pension fund.
We are committed to providing the highest standards of unbiased independent financial advice. All initial meetings are without obligation and free of charge. Evening appointments at your home are available - arrange your financial review today! We have been in the PRESS (Financial Adviser Newspaper 28 May 2009) Mystery Shopper Gloucester Verdict on Greenland FP Ltd: Shopper's Choice.
We are a well established and specialist firm of Independent Financial Advisers (IFAs)based in Cirencester and London. We offer Chartered status advisers. Our financial advisers offer directors and high net worth individuals a bespoke service. This includes advice on pension lifetime allowance, contribution limits and the new post Budget 2014 pension rules. We offer tax planning opportunities and investment portfolio management.
We have many years of experience in dealing with our clients needs and believe we offer an excellent level of service to our clients. Our offices are in Bradley Stoke, Bristol and we have financial advisers in Bristol, South Wales, Wiltshire, Gloucestershire and Oxfordshire giving financial advice. This includes Swindon, Witney, Oxford, Cheltenham, Gloucester, Cardiff, Swansea.
Employers with more than one employee have to enrol certain workers automatically in to a Qualifying Workplace Pension Scheme (QWPS) by a certain date, depending on the size of their workforce. We can advise you on Annuity purchase - standard and enhanced, Income withdrawal, Phased Retirement and Phased Income Withdrawal.
RTFC Consulting was established in 2008, initially to support clients in the engineering sector, RTFC is now spreading its wings and using the many years experience of its associates to operate in new market sectors. RTFC Consulting is a Management Consultancy committed to helping organisations discover and achieve their full potential. Our guarantee is to listen to what you say and then to produce your road map to success that is within your budget.
Go IFA provides independent financial services to individuals, companies, trustees, charities, sports clubs, affinity groups and societies. Our advisors are located throughout the UK. We pride ourselves on our client focussed approach to financial advice and believe that well informed people make better financial decisions. We use a clear and transparent fee structure.
All Kellands consultants are committed to providing first rate, objective and comprehensive independent financial advice to private clients, professional firms and businesses. Our vision is to provide the ultimate quality service and advice to our clients. We aim to be totally impartial and independent - separating the advice process from the sale of products. Our clients' interests come first at all times. Discretion and client confidentiality are paramount.
We are a small friendly firm offering a free, no obligation financial review. We'll explain all the jargon clearly and you can ask as many questions as you like. Lief is based in Stroud, Gloucestershire and our Director Ian Nie brings 30 years of Financial Services experience. Ian has worked with SunLife of Canada and Royal SunAlliance before becoming an IFA.
It's good advice, but the truth is that you also need to be working around it too, thinking about the what-ifs that can happen to a business, and planning for its future. An increasing number of people are happy to make their own investment decisions without the need for financial advice. Typically this type of investor requires access to an online trading facility where they can buy, sell and monitor their investments with investment costs kept to a minimum.
We are a local independent asset and bank finance brokerage offering a dedicated and personal service to SME's across the Cotswolds - Berkshire, Warwickshire, Thames Valley, Gloucestershire and Oxfordshire. With our longstanding relationships we will in the majority of cases secure a far more competitive interest rate and fee structure than if a client dealt direct. A close working relationship is developed with our clients whether it be a one off transaction or long term association.
He has been successfully assisting clients improve their finances and protect their families ever since. As a result of the level of investment and pension advice sort from Baker & Company Mick and John are ably assisted by four support staff, Sue, Debbie Jo and Lindsey, to ensure that all clients receive a first class service and are treated fairly and consistently by the brokerage.
Before establishing her business Joan worked for a large high street Bank in the West End of London dealing with high net worth individuals. From there she went to a large firm of employed benefits provider in the City of London advising employees of the worlds largest Banks. She then moved to Cheltenham with her then husband to work for a National firm of Chartered Accountants heading up their IFA division.
The Fraser Heath Wealth Management Service allows us to trade investments at a discounted rate and hold them on a single client account. This enables us to deliver indepedent financial advice to clients with greater efficiency. If you run a business and employ staff you are required under new legislation to set up a pension scheme and pay statutory minimum contributions for all eligible employees.
The true value of bespoke financial advice can only be realised through a permanent client-consultant relationship that requires dialogue and reviews. Our clients enter into a regular review process based upon pre-determined requirements. Consistency sits at the heart of our service standards.
There are a lot of people trying to sell you insurance of one type or another but an adviser can tell you which one is actually worth buying. Whatever your needs, an advisor can help ensure personal tragedy does not turn into financial crisis. Planning for retirement is a complex business and there are many different options available.
You will need a user name and password to access this site; if you have not been issued with one recently or are experiencing any difficulties, please contact us on 01285 649200. Kellands Cotswolds LLP is a firm of Independent Financial Advisers. As general practitioners, we believe that all people and all businesses have varied circumstances and face changing needs and that they are best served by taking advice that covers the whole spectrum of their affairs and not only a single topic.
We provide objective and independent financial advice to individuals, families, business owners and trustees, tailored to meet your specific needs. Working in partnership with you and other trusted professional advisers we will help you to build your wealth, protect it, and pass it on to future generations. No matter what your financial concern or complexity, we can provide advice and guidance across your entire affairs.
Who is Glamis IFA? We provide tailored Independent Financial Advice and specialise in Savings, Investments, Pensions, Retirement Planning, Mortgages and Protection. We have been serving our clients for over 30 years and are proud of our record. In financial planning, Why, When & What are the key questions to ask in order to construct a financial plan to suit your individual circumstances. Why? - The reason and purpose of the investment.
At GLC Financial we offer expert advice on protection products across the whole of the market. Offering you the peace of mind and security that you deserve. Whether you are looking to protect your loved ones, cover yourself in the event of an accident or illness or protecting your own business from financial loss.