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.
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.
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.
The firm's in-house capabilities span all traditional and alternative asset classes. We have advised over 300 of the world's most sophisticated investing institutions controlling more than $1 trillionin over 25 countries. We deliver high-quality, customised advice. We have earned a reputation for innovative advice, research, reporting and investment manager selection. As client needs evolve, so do our services.
Every one of our team will be involved with your advice and if you happen to ring up, they will be able to help. That's the way we like it! All of our advisors have a limited number of clients becausewe don't want faceless numbers, we want people that we can add value to and enjoy helping. That said, we use the same or similar research facilities as the biggest national advice firms and banks. Independence equals bespoke solutions with the best advice available.
I have held the full Financial Planning Certificate since 1996, the Financial Planning Diploma since 2008 and I am accredited in the internationally accepted ISO22222 benchmark for Personal FinancialPlanning. I subscribe to the UK regulatory body code of practice and hold a Statement of Professional Standing in good order. My membership of the international organisation MDRT recognises me as a member of their Top of the Table group (MDRT ToT).
It can be difficult to decide which company to trust and what financial advice best meets your needs. We are financial advisers qualified by experience and examination specialising in investments, taxplanning, life assurance and pensions. We are authorised & regulated by the Financial Services Authority and adhere strictly to its code of conduct and customer protection. The Information contained in this web site is for general information only and is not financial, investment or tax advice.
Humphries IFA Ltd is a firm of Independent Financial Advisers who specialise in independent mortgage advice, investments, savings and pension planning. Established in 2003 Humphries IFA is a clientfocused business that offers professional, qualified advice from front line financial advisers with the professional support of a comprehensive administration team.
Gareth believes that life is not a dress rehearsal which fuels his passion for financial planning. He derives great satisfaction from delivering cutting edge financial strategies to help individualsand families maximise their financial resources so that they get to live the life they choose and enjoy what is important to them. Gareth cofounded GEM with Eamon in May 1999, after a successful career in financial services, which started in 1986.
We help individuals, families and businesses to place their financial affairs in context with their future goals and aspirations. We provide a simple, structured, disciplined and reviewable planningservice. We will change the fundamental relationship people have with their money to give them confidence and clarity in their own future. We want our clients to value our service, as much as we do.
Whole of market means we are not tied to any one provider so, we offer advice on ALL forms of investment. One size does not fit all and backed by over 45-years of experience, we will advise on andprovide for you an investment strategy, tailored to your needs, that aims to provide the best possible market returns.
We are an independent firm of property finance and real estate consultants founded in 2009 by Stephen Dalton, who is an experienced chartered surveyor with twenty-five years' experience gained as aconsultant in the property industry and in financial services. We specialise in many different areas here at Stephen Dalton & Co, including construction, development, property finance, due diligence building surveys, building surveying, and general property-related matters.
Prima Net Consult UK Limited was founded as an independent provider of Cloud Computing, Virtualisation, Accountancy and Tax Advisory consultancy services by a team of experienced and highly motivatedIT and Finance professionals with an unparallel passion and enthusiasm for delivering value, exploring new business models.
Richard was an Independent Financial Advisor who wanted to shake up the market by being completely transparent on prices and the IFA process, and now works in the compliance and business advisoryfield. Wexdon.com is a third party marketing website. Prospective clients who are looking for quotations from Independent Financial Advisors will be matched with IFAs with the required qualifications and experience, and have been approved as having the right moral compass.
Greycoat has successfully been providing financial planning solutions for clients since 1995. Private Clients receive guidance through the maze of financial choices they face. Our professionalismhelps grow their assets through tax efficient planning, saving, borrowing and investing. We protect our clients and their families by insuring against unforeseen elements that might disrupt lifestyles and throw their financial goals off course. Clients enjoy a personal level of service.
We feel by offering whole of market independent advice we offer our clients the best possible service and advice that is tailored to meet their individual needs. This helps our clients understand,protect and increase their assets by giving unbiased financial advice to meet their personal objectives.
Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services, and securities trading. Established in 1878, Close Brothers Group plc employ 2,700people, principally in the UK, are listed on the London Stock Exchange and are a member of the FTSE 250.
Seacco is a professional organisation established by experienced industry specialists. By bringing together a wealth of knowledge, opportunities and expertise we provide our clients with a holisticapproach to their funding requirements, tax position and investment strategies by designing bespoke products as well as offering exclusive product ranges.
What is the Future of Financial Services? The financial services industry is changing, and changing fast. For many banks and insurance firms, keeping up with change is a full-time occupation. The raftof new legislation, new technology, new competition and new products is a continually challenging cycle. Is there an easier way? Of course. You could subscribe to thousands of magazines, websites or journals to get the very latest in Political, Economic, Social and Technological change.
Advance Financial is a fully commited organization of financial advisors primarily based in London UK. We are a designated partner of one of the UK's expanding network Julian Harris Mortgages. Weoffer assistance on both Personal and Commercial levels towards all areas of financial planning, by way of a long term strategies & finding out what our customers require and therefore make it possible for them to fulfill their goals.