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.
She became transformed by adversity into a very angry expert on finance, and in 1993 RWA was born. Ruth is frequently quoted in the national press and trade publications, has broadcast on BBC 4's"Money Box" programme, BBC News and BBC London radio, and writes for the Guardian and Observer newspapers, amongst others. We are very proud to have won the Responsible Investment IFA of the Year award in 2012 and 2013 - and been shortlisted four years running.
Charles Scholefield MA (Cantab) Dip PFS is the practice principal. Charles is highly qualified and has been established in Ealing as a financial adviser for over 20 years. He has been an independentfinancial adviser with Sterling & Law Group since 2001. As independent financial advisers we are not tied to any financial institutions and it is our goal to provide you with the best possible financial solutions from the whole of the market.
Formula has a reputation built upon two main foundations: independence and service. We believe that trusted, prompt service is still key to a successful business, hence we offer new clients theopportunity to get a verbal or written reference from an existing client.
We are a Chartered firm of financial planners. This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that youare dealing with one of the UK's leading firms that is wholly committed to providing you with the best possible advice, service and support.
While our offices are based in major cities and key business centres, our advisers cover the whole of the country, meeting you when and where it's convenient for you. In our experience, meetingface-to-face helps to build a much clearer picture of not only your unique personal circumstances, but also the financial solutions we can develop to help you meet your short, medium and long-term financial objectives.
Carving out a financially secure future is considered that all-important step in life's little plans. Making the decision to come to us and help make that plan a reality is KEY! Securing the bestmortgage or insurance and all that comes with it, whether business or personal, can be a daunting task. With the multitude of options and advice available, you end up walking away with expertise masked in exceptional jargon and impressive abbreviations!
W Coleman & Co. was established in 2000 with the aim of providing a highly efficient private and structured financial service to private clients, companies and trusts acquiring either residential orcommercial property. This extends to shipping and aviation upon request. The role of the business is to act as brokers for the purpose of sourcing the right funding facility to suit the individual requirements of that client.
Michael Lewin, the Director has over 30 years experience in financial services. MSL specialises in Investments, I.S.A's, Retirement planning, Pensions, Life, Critical illness & Income ProtectionInsurance, Inheritance Tax Planning and related Protection policies. The first meeting is free, thereafter, we charge on a fee basis. We are located on Theydon/Leaside Road. Closest station is Clapton Station. Bus 393 comes directly outside the building, from Clapton station and it is the 3rd bus Stop.
Based in central Hampshire we are well placed to advise clients throughout the South. With over 30 years' experience we provide Wealth Management and Retirement Planning advice to the more discerningclient. We are a privately owned firm of Independent Financial Advisers and therefore make our own decisions when it comes to looking after our clients' needs. We also offer various strategies on reducing clients' liabilities to Inheritance Tax.
You can shelter your savings from tax by using your £15,240 NISA allowance within which you can split the allowance as you wish between a Cash ISA and a Stocks & Shares ISA. You can even choosewhether you want to split it - you can use the whole amount for stocks & shares or the whole amount for cash.
Making Sure your financial future is in safe hands is one of the most important decisions you will ever make. Finance International has an established reputation proving high-quality and independentadvice for a range of mortgage services. We are not tied to a building society, bank or other financial institution. Our sole aim is to ensure you get the mortgage best suited to your individual needs now and for the future.
Dedicated to providing a very personal, unbiased advisory service to both new and existing clients. Offering an independent financial planning service together with independent financial advice.Preferring to remain wholly independent and as such are not owned or linked to any insurance company or bank. Allowing us to have access to the whole of the market place, ensuring we provide a truly independent service.
As experts in international financial advice our role is to de-mystify the complex world of different products and services. AES International exists to help our clients understand, protect and buildtheir assets better than any other organisation worldwide, through our multi-award winning financial service.
It's about making sure you have the funds to carry out your dreams and aspirations and take care of any eventualities should anything happen to you along the way. Just as you might instruct a personaltrainer to help you achieve your sporting goals, a financial planner can be used to help you fund your personal goals. Without goals, you don't know where you are heading. However, some people find that goals can be hard to set.
Advised the Living Ventures team on the £13m re-financing of the Alchemist bar and restaurant chain. Additional £2m EIS equity round closed to acquire further pubs for this dynamic newbrewhouse business. Joint venture company NUKS funding round completed, and commencing development of several large scale UK solar schemes. Top up funding raised for the leading AD renewable energy business in the UK, and funding arranged for eighth new AD site at Egmere.
Chartered status enables individuals and firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. It tells their customers that they canexpect the highest quality of service. With increased FCA regulation, new distribution channels, intense competition and relentless media scrutiny, the insurance and financial services sector has had to raise its game.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family andfor businesses of all sizes. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening.
Whether you have an existing portfolio of ISAs, Unit Trusts and Investment Bonds or are about to take your first steps into the uncertain world of investing a lump sum, friendly and expert guidance isavailable. Working with you and understanding what is important to you about your life and your money, the aim will be to create a portfolio of different investments that will meet your needs for income and/or capital growth without taking undue risk.
Jerry has worked in financial services for over 25 years, including for a number of insurance companies until 2008 when he joined Kenley Financial Ltd as Director. Jerry is a member of the PersonalFinance Society and is a Chartered Financial Planner. Steve joined the business as a Director in June 2014 having worked in a number of positions for a leading insurance company for over 15 years, including senior management roles.