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.
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.
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.
We specialise in providing you with quality, professional financial advice that you can trust. Whatever your particular requirements, whether it be a mortgage, remortgage, buy to let, or protectionagainst accident, sickness or death we can ensure that we find the best solution for you.
No matter what stage you are in your life and career, help from a Independent Financial Adviser can be critical in securing the secure future you desire for yourself and family. No matter whether youare just starting out or organising your finances for your retirement, professional advice can make a huge difference to your future welfare.
James Weir Financial Services LLP was established in 1997 by Stephen James and Brendan Weir. Coming from a banking and insurance background with a combined industry experience of over 35 years, thecompany is well placed to assist with all aspects of financial planning. The main ethos of the business is to provide a quality service to our clients.
Business funding solutions can take many different forms and as business finance brokers we specialise in advising not only on what format to use but also which lender is best placed to meet yourneeds. Whatever you buy for your business, the better your information, the better your decision. Business finance is no exception.
Key Benefits Ltd is delighted to announce it has merged with Sterling McCall Wealth Management. The merger will enable us to continue providing our small company brand of personal hands-on independentfinancial advice and management services, but with the backing, resources and security of a major and growing force in financial services.
We are a long established firm of independent financial advisors, offering a professional financial planning service to private clients and businesses. At Optima Financial we pride ourselves inlistening to your needs and providing you with bespoke advice in the timescale you demand. Financial health is integral to almost everything you aspire to achieve in the future, and we believe we can help you attain your goals.
Our aim is to provide this website as an additional user-friendly source of information that you can use with reference to advice we have given you and as a resource for actively seeking a betterunderstanding of other services available. Croydon Financial Services was established in 1979 by Brian Harding Dip PFS, Certs CII (MP & ER), and continues to provide financial planning guidance to companies and individuals across the UK.
Qi Financial Solutions offers expert independent financial advice. We work hard to get to know our clients so that we can provide holistic, bespoke and intelligent advice on how to create, build andsecure wealth. Our services include independent advice relating to wealth management, wealth preservation, pension advice, investment advice, tax planning, guaranteed investments and estate planning.