Cathedral Financial Planning (Uk) Ltd is a well-established, friendly, family run, financial services business with over 25 years experience in the finance industry. Owner, Mauro, is Diploma levelqualified and has a unique background within the industry, having wide ranging knowledge of Investment Services; Portfolio Management and Client Relationship Management. The Company has grown steadily through personal recommendation and professional referrals.
Mark & Nicole wanted advice about their savings & investments. They were confused. Over the years they had bought ISA's and had also been members of various private & work pension schemes. They had abox-file full of statements & documents that meant very little to them.
We are a financial services company with more than 30 years experience of providing fully independent advice on pensions, investments, tax and wealth management for individuals and companies. We prideourselves in offering an expert and personal service for our clients.
We are an Independent Financial Adviser (IFA) firm based in Harrogate offering expert impartial financial advice to residents of York, Harrogate, Knaresborough, Boroughbridge, Wetherby and everywherein between. We are a small, friendly and reliable company with a team of highly qualified advisers on hand to assist you in reaching your financial goals.
Brook-Dobson Brear was established in 2006 by Tim Brear and Andrew Brook-Dobson. We provide a comprehensive lifestyle financial planning service within the framework of a long-term relationship withour clients; this is akin to that of a Personal Finance Director.
The way you manage your investments today will determine your financial security in the future. At Brigham Wealth Management, we are passionate about helping our clients make the most of their wealth.We put our clients first; spending as much time as is necessary to clearly understand what is important about money to them. Understanding clients unique needs and demands, we help them protect and grow their core capital, generate rising income when it's needed, and enjoy the lifestyles they want.
Cooper Johnston Wealth Management was formed in 2002 by Peter Cooper and Ian Johnston to provide a professional, fee based, holistic financial planning and wealth management service to clients. We arepassionate, enthusiastic and fully committed to helping you achieve your personal and financial objectives. We recognise that the most important aspect of our relationship with you is trust and we pride ourselves on the long term relationships we build with clients.
Registered in England and Wales number: 1756907. Kirby & Co (IFA) Ltd is Authorised and Regulated by the Financial Conduct Authority 485157. Prior to starting his own business Peter Kirby worked as aBroker Consultant for 10 years with Legal & General, Gresham Life and Irish Life. In 1989 he decided to set up Kirby & Co Independent Financial Advisers successfully maintained his reputation and his client bank. 1990 Kirby & Co moved to its present offices on the High Street in Starbeck.