We are a family-owned business, run by husband and wife team Liam and Tracy Starley, who live in Petersfield with their three children. Liam is highly qualified, holding the 'Diploma in FinancialPlanning', the 'Investment Management Certificate' and the 'Certificate in Long-Term Care Insurance'. With over 15 years experience in financial services we know that the best results come from talking with clients face-to-face.
Whether you need an income option to fit your retirement lifestyle, funding for care home fees or advice on how to reduce your Inheritance Tax bill so your heirs benefit, our advice is alwaysrelevant, impartial and tailored to individual circumstances. Improve your financial position and enjoy peace of mind by talking to Rathmore's Independent Financial Advisers.
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.
From a modest beginning in 2001 Compass has become one of the most successful Wealth Managers in the South advising clients with invested assets in excess of £700 million under administration.Compass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike.
AFP provides complete compliance and technology support services to self-employed financial advisers across the UK. AFP is a wholly owned subsidiary of one of the largest wealth management firms inthe South of England which has been providing private and corporate wealth management solutions since 2001.
Cox & Company Independent Financial Advisers is a trading style of Positive Solutions that offers financial advice provided by Simon Cox. We have over 22 years of experience in providing clients withbespoke financial advice. We believe that we have been successful because we have been able to give highly individual advice that is entirely focused on our clients' specific circumstances and needs.
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.
We are Independent Financial Advisors and have been together as a team of advisors and administrators for nearly 25 years. Many clients have been with us for much of that time or have been referred tous by other long standing clients. Though we are located in South East Hampshire this has not been a barr to where our clients are located. We frequently visit and receive clients from throughout the UK and with modern communications also enjoy international clients.
In Focus is a well established firm of Independent Financial advisers specialising in Personal & Corporate Financial Planning. We deliver high quality advice with a professional & friendly service viaour advisers who hold a range of professional qualifications to the advanced level, AFPC & Certified Financial Planner. As Independent Financial Advisers and Independent Mortgage Advisers we are free to advise on financial products available from all product providers.
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.