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.
Based in the market town of Godalming in the heart of Surrey, AFL Financial Services Ltd has been providing financial advice since 2001. With over 60 years' combined experience in financial services,we are confident in our ability to help you achieve your short-, medium- or long-term goals. Whether you require advice on which mortgage may be right for you, a long-term retirement/investment strategy or advice at retirement, we have an adviser to help you each step of the way.
MIS is a small (but perfectly formed!) dedicated firm of independent financial advisers. We aim to provide the highest level of individual service to clients seeking advice on all financial matters.Our website has two fundamental aims. Firstly, to provide our existing clients with access to all the information they may need to get the most out of what we have to offer - including access to any information that may be relevant to their specific existing arrangements.
MacKenzie Financial Management provides a comprehensive and professional service offering advice on a variety of products including pensions, investments, mortgages, life protection and inheritancetax planning. We offer the traditional values of high quality personal service and long-term relationships with our clients. We work on a fee or commission basis and all costs will be discussed at our initial meeting, which will be free of charge.
Arch Financial Planning Limited is delighted to have reached the final four shortlist for New Model Adviser of the Year 2015 for the South East. The New Model Adviser Awards, now in their 10th year,are designed to reward the best in financial planning across the UK. Arch Financial Planning Limited is a Chartered Financial Planning company that was formed in 2003 but with a history dating back over a quarter of a century.
Buxton Beresford are highly-regarded Independent Financial Advisers in Farnham, Surrey. Formed by director, Mark Beresford in 2011, the practice works with a broad client base. This ranges fromhigh-net worth individuals to retired professionals and from new, entrepreneurial businesses to company directors. We have clients across the South of England in Farnham, Guildford, Woking, Haslemere and Ascot.
Financial Profiles Ltd have been providing financial advice to both private and corporate clients since 1990. We are directly authorised by the FSA under 432431 as Independent Financial Advisers. Manyof our new clients are recommended to us by existing clients or other professional connections. Our advisers have a wealth of experience across all areas of financial planning.
For ten years, Harvey worked as a City based Financial adviser, predominantly at Merrill Lynch International Bank. In the City, Harvey gained his financial planning qualifications and experience. Hethen set up his own business, Melior Wealth in which he uses his skills, experience and knowledge to advise on investments, savings, pensions, insurance, inheritance tax, offshore matters and many other areas of financial advice.
All you need to set up and run a company - from bricks and mortar to people and processes. Let us take the strain of the back-office functions so you can stay focused on your business. We have all theexperience and specialist advice you need, so you don't have to waste time, energy and expense looking for it. That's got to be good for business efficiency.
Custodian Wealth Management Ltd was set up in 2004 by Richard Sutcliffe and Branimir Gavrilovic, who are still the principal advisers. Our advisers are fully qualified and experienced to adviseprivate clients, Trustees and businesses alike on all their financial planning needs. Our business has been built based on integrity, expertise, and an excellent service.