Wingate Financial Planning is an award-winning firm of Chartered Financial Planners based in Caterham, Surrey helping individuals to understand and achieve their lifetime financial goals. We work withyou to create a financial plan which we implement and regularly review to ensure you remain on track.
As professional financial advisers, we specialise in providing tailored financial planning advice to private and corporate clients in London, Surrey and the Home Counties. We have qualifiedspecialists authorised in the fields of pensions, investments and mortgages. We can also help with inheritance tax planning and sophisticated retirement strategies. Our emphasis is on long term holistic financial planning rather than opportunities for sales.
About Us: established in 1981, we have considerable experience and expertise in providing comprehensive independent financial planning advice and support to both individual and corporate clients. Wepride ourselves in providing a highly personalised and attentive service. An initial meeting is offered without charge or obligation. Thereafter we work on either a fee or commission basis, or a combination of both.
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.
Chartered Financial Planners, Chartered Member of the Chartered Institute for Securities and Investments. Arctic was awarded the prestigious Chartered Financial Planners designation by the CharteredInsurance Institute (CII) in 2008. This is the industry's gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership conditions of the CII.
Welcome to First Choice Systems Finance, a specialist IT Leasing Company. Over the last 5 years we have helped over 2000 organisations find the right leasing and financing solutions for their needs.We finance hardware, software and complete IT solutions. Along with a host of other office equipment. 1st Finance, also works with a select number of IT resellers providing finance solutions that help their customers to acquire the right I.T.
We offer a friendly and personal service to our clients. We find most people prefer to meet in person but we can of course work via email and the telephone. Meetings are available in our offices, youroffice, your home or at a venue to suit you. Appointments are available in the evening as well as daytime if you prefer. Mark has worked in the financial services sector for over 30 years and as an IFA since 1993. Currently he is a Partner at True Potential Wealth Management.
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 aboutbecoming 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.
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. Wehave achieved the coveted Chartered Financial Planners status and strive to provide the most professional level of advice and service to our clients.
Sound Financial Advice Ltd was established by Peter Colah, an Independent Financial Adviser with over 20 years' experience in the Financial Services' industry. We are based in Surrey and provideadvice to clients from all over the UK. Certificate in Mortgage Advice and Practice (CeMAP). He is also a member of The Personal Finance Society (PFS). This new body is part of the one hundred year old Chartered Insurance Institute group and supports that Institute's Code of Ethics and Conduct.
Fundhouse is a leading investment adviser specialising in fund research, ratings and portfolio construction services. We help clients manage investments on behalf of the end investor. Our experiencedteam understands the complexities of the fund management world. We apply this knowledge alongside a client-first mindset to improve the outcome for the end investor.
Welcome to Professional Wealthcare, provider of Independent Financial Advice, based in Camberley, Surrey. We can help you with your pension, investment and protection needs. The internet is full ofinformation about financial services. At Professional Wealthcare, we like to do things a little differently. Consequently, this website is kept up-to-date with useful, topical and interesting financial news.
Sapphire Asset Management is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. The information contained within thissite is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
Business managers of large or small enterprises are aware of the benefits of making the most of the tangible business assets at their disposal. Company money can be put to work equally hard. Whenselecting an investment, pension or financial strategy, companies have similar considerations to individual investors. One topical issue is currently establishing and complying with Auto-Enrolment (workplace pensions) requirements and the team at Chapters Financial can help with this.
James Murray Associates was founded in 1986 and we are delighted to have celebrated our 25th year as Independent Financial Advisers in Cheam Village. We are very proud of our long heritage and being awell-established company is important. However, it is equally important that your chosen adviser can continue to work with you for the long term. This is where we feel we can offer a genuine advantage to our clients.
Whatever your particular requirements we can ensure that we find the best solution for you irrespective of how we are paid. Explore our website to find out what is on offer for you or contact us toarrange a free initial face-to-face meeting to discuss your complex financial needs and the bespoke solutions that we can offer you. If you do have any suggestions please e-mail us or use one of our contact forms.
Established in 1983, MLP are specialists in financial planning for private and company clients. MLP operate both a restricted and Independent model for clients. Before transacting any business youradvisor will tell you which model is being used. All Financial Advisors within the company are required to pass specified examinations set by the Chartered Insurance Institute. Whilst also having to meet stringent regulatory requirements set down by the Financial Conduct Authority.
Buxton Beresford are highly-regarded Independent Financial Advisers in Farnham, Surrey. Formed by director, Mark Beresford in 2011, the practice works with a broad client base. This ranges fromhigh-net worth individuals to retired professionals and from new, entrepreneurial businesses to company directors. We have clients across the South of England in Farnham, Guildford, Woking, Haslemere and Ascot.
North Star Financial services are based in Hampshire and offer face to face advice in Hampshire, Surrey, Berkshire & Middlesex. We have phone based advisors who offer excellent service to the whole ofthe UK. With your permission, we would like to retain you as long term clients where you can benefit from our ongoing review service. This service will ensure that you continue to benefit from the most competitive rates in the marketplace.
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. Webelieve 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.