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 a holistic 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.
Shorestone Financial is authorised and regulated by the Financial Conduct Authority. Shorestone Financial is committed to treating its customers fairly. This is achieved by providing an innovative and cost effective approach to personal financial advice. Our business is based on trust and building long term value to our clients. Our staff are client centred, advice focused and not product driven.
In order to find your way around the modern financial landscape with its constantly changing regulations, rules and laws, you will need an experienced, qualified and trustworthy guide. Charlwood Leigh Ltd has been guiding clients safely and effectively for 45 years. Our highly qualified experienced advisers are experts in sifting through the myriad of schemes and investment ideas on offer to our clients, ensuring that those we choose for you are precisely what you need.
We're different because we are providing services to some 320 clients, not 3,200. That means we can provide each client with a highly personal and friendly, quality service. We're different because we operate from a low cost base near Gatwick, with links to central London in just 45 minutes. We're not hampered or constrained by connections to any other financial sector business, and are truly independent.
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 financial commitment 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.
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. We have achieved the coveted Chartered Financial Planners status and strive to provide the most professional level of advice and service to our clients.
Through the combined approach of independent advice and transparent charging clients can be confident that all investment recommendations are solely made on the basis of what's best for you. We believe in the personal touch and are dedicated to providing expert impartial advice coupled with excellent service in order to build lasting relationships and trust with each of our clients and their families.
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 the Financial Conduct Authority. Over a number of years Cadogan Wilson has built up a reputation locally as the firm to consult on Inheritance Tax mitigation.
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 right product 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.
3D Financial Planning provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The next step. To find out more about becoming a client of 3D Financial Planning, the next step is to arrange a meeting. This is at our expense and without any obligation. Remember, we are happy to travel to meet with you.