We hope you find the site both useful and informative. The General Insurance Services and made available to you through our website are introduced by ourselves to a third party, however you can beassured the quotes you will receive will be some of the best available in today's marketplace.
Planning to Succeed. We all have financial needs, and finding an affordable solution to meeting those needs is an area that many people seek advice upon. Your needs today could be significantlydifferent to those of the future. Financial planning can provide a means of reducing current tax liabilities as well as enabling you to provide for your future. You may wish to plan for a child's education, or the purchase of a dream home or perhaps for income in your retirement.
I carry out extensive research to understand each customers' individual needs and requirements. I'll then work with them to ensure the correct planning is put in place and is then continually reviewedto ensure it remains suitable. At a time when work and lifestyle patterns are evolving and people are living longer, I believe planning ahead is more important than ever before.
True impartiality is impossible if commission depends on the sale of the financial product. Therefore, for pension and investment advice, we are a "fee only" business. By operating in such a way, wecan offer truly objective advice, minimise a client's costs, and maximise value. Fees can be charged to the recommended contract, to the client personally or to a business as a professional undertaking.
Most financial advisers are generalists. We find our clients like to deal with specialists. Accredited by organizations such as the Society of Pension Consultants, you'll get timely, expert help andsupport. 100% of our advice is independently pre-checked by our external compliance partner, Caerus. This means you can be 100% confident that our advice is not just suitable, it's best advice. Clients tell us that this is a real confidence booster.
We are Independent Financial Advisers (IFA) based in Swindon, Wiltshire. We were the first IFA firm in Swindon to be awarded the prestigious Chartered Financial Planner designation which is thehighest recognition of our commitment to professionalism. As Independent Financial Advisors you have the comfort of knowing that we are not tied to a single provider or to a small group of providers. This allows us to recommend solutions that are best placed to achieve your financial goals.
Martin Cuthbert Financial Services Limited is a firm of independent financial advisers based in North Wiltshire dealing with private individuals and corporate clients. The business has been awardedthe prestigious status of Chartered Financial Planner by the Chartered Institute. The chartered status is an acknowledgement of the qualifications we now hold and recognises the level of experience within the industry.
At Advisory Financial Services, we are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. Advisory FinancialServices was formed by David Murray in 1989 with the aim of providing face to face advice and exceptional levels of service. The Company was created at a time when large volume mortgage brokers were more interested in the number of clients rather than the clients themselves.
We hope you find the site both useful and informative. Over time our aim is to expand the site to offer more services. We would welcome your feedback not only on the current content and presentationof the site but how you feel it could be improved or indeed what other services or information we could include to help you.
Our team of Independent Financial Advisers can advise you across a range of financial subjects including financial protection, wealth management and family wealth transfer & estate planning. We willhelp you to make considered decisions about your financial future through our client focussed approach. Our Chartered status is a reflection of the quality of independent financial advice we provide.
It is important from the outset that you have the utmost confidence in our abilities, our understanding of your needs and our commitment to you. By working together, we will develop a highly personalrelationship based on understanding and trust and together we can achieve your ambitions and aspirations.
Hartsfield Financial Services Limited is a specialist provider of independent, quality financial advice to individuals and owner-managers of Small to Medium-Sized businesses across the UK. Ourpartnership approach to business provides you with the support you'll need, thus allowing you to focus on your company's core objectives.
We focus on long term relationships with our clients, integrating all aspects of your finances - whether business or personal. This approach enables us to give you relevant and timely advice aboutmoney. We will always have your best interests at heart. We are on your side and will help you make the most of the wealth you have or are creating.
As part of an exciting new chapter for Hart Financial we are now a key member of The Succession Group. We're working hard on our exciting new website www.successiongroup.co.uk, but you can trust thatwe will continue to offer the highest level of service with familiar faces that our clients have come to expect from us.
Our advisers combined have over 50 years experience in finanancial services and have helped our clients plan and acheive their financial goals. We will look after your personal interests. With accessto the financial market, we can search thousands of options to find the most suitable products and services for you. If you are thinking about creating and putting your financial plan into action, we may consider things you've not. Why not talk it through with us today?
Thank you so much for your help with the whole process. You have been amazingly supportive, professional and understanding and I wouldn't be here now if you hadn't guided us through this process inthe way that you did. At Gresham Financial we realise that your finances are very personal and individual to you. As independent financial advisers we work with you to determine your financial and lifestyle goals and put together a thoroughly researched financial plan to help you achieve them.
Our practice was founded in 2003 by Alastair Ingram. Since then we've provided FD consultancy to an ever growing portfolio of SMEs and larger organisations within an hour of its base in Marlborough,Wiltshire. Our FDs and associates have real world experience to board level in major UK and US organisations. The +PO process starts with a free financial assessment. The output from this will be agreed and issues prioritised.
White Horse Financial Services is a firm of Independent Financial Advisers, based in Purton, Wiltshire. Established in 1995, working initially in Swindon, we moved to our present purpose built officein 2001. In that time the business has evolved and we now look to provide a full financial planning service to all of our clients, be they individual or corporate.
At King's Court, we provide independent, fee-based advice in Financial Planning and Asset Management - for individuals and organisations. We offer a highly personalised service, driven by yourindividual goals and circumstances. Taking time to listen and get to know you personally, we can better understand your objectives, values, concerns and constraints. We then apply straightforward financial principles to structure your affairs to support your short, medium and long term life goals.
We pride ourselves on our extremely high quality of service, and our business has grown by referral, proving to us that our clients appreciate the level of attention we are able to offer. We work withdedication and integrity to ensure we really understand clients' needs and offer them the best possible solutions to their long-term wealth management needs.