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.
Ward Williams Financial Services Ltd was originally established by Ward Williams Chartered Accountants (Ward Williams Ltd) as a separate company to provide Independent Financial Advice to its personaland business clients, as well as its professional connections. Ward Williams Financial Services Ltd is owned by the principals of Ward Williams Ltd and Ward Williams Financial Services Ltd. Ward Williams Financial Services Ltd (WWFS) is authorised and regulated by the Financial Conduct Authority.
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.
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.
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.
We are completely independent with no ties to any financial institution. We have no external shareholders to compromise the ethos of the firm and are accountable solely to our clients and theFinancial Conduct Authority. Over a number of years Cadogan Wilson has built up a reputation locally as the firm to consult on Inheritance Tax mitigation.
At Mayfair Financial we assure our clients that they will always receive a very high standard of advice. We recognise from the outset that your mortgage is probably your largest monthly financialcommitment and for that reason we take time to ensure that any solution, especially devised for you, is the most suitable to meet your own circumstances.
The cornerstone of our wealth management advice service is exactly that, service. Our aim is to protect yourself and your family in this rapidly changing world and assist you in achieving yourfinancial goals. We are fully committed to providing the very best financial advice to ensure we match your specific circumstances to the most suitable solutions for you and your family.
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.
As first time buyers we felt that everything was clearly explained and we were able to call/email any questions at any time and always got a quick response. The stressful process of buying a house andorganising a mortgage was made much easier by Cheam Financial planning.