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.
Credenda has been an IFA firm since its formation in 1986. Direct regulation means that we are responsible ourselves for our actions rather than part of a large operation with others managing thevarious aspects of how we work. We are a small business but with clients in all parts of the country, some of whom we have never met. We do have a service relationship with the Tenet group, who are one of the largest IFA businesses in the country.
We are an entirely independent, family owned business which has been established in Guildford for 50 years. We offer a very high level of expertise and many years of experience. We can review yourexisting financial situation and give you a realistic assessment of your likely needs or focus exclusively on specific issues requiring advice. In either case, you will need to set aside some time to talk to us - the first one-hour consultation is free.
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.
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with theircontact telephone number. John has worked in the Financial Services industry in the Woking area since 1978 starting with Lloyds Bank, moving onto Prudential in 1986 before establishing Concept Financial Management Ltd in 2001.
Laithwaite Financial Services Ltd is a firm of Independent Financial Advisers, based just outside the town of Woking in Surrey. We provide impartial, holistic financial planning for people from allwalks of life. We are proud to be different; we don't follow industry trends and we are not trying to grow our business at the expense of everything else. Our approach is the product of more than twenty years' experience.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family andfor businesses of all sizes. YOU are the focus of our business: You, your life, your family, your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.
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.
Now what was the question? We have proven systems and investment expertise to satisfy your need to make your money work harder for you without taking on undue risk. Whether your objective is forincome, capital growth or a combination of the two we can construct investment and pension portfolios to match your requirements. Our regular reviews ensure the plan is kept on track. It it all starts with listening.
You have found us because you are looking for sound, independent financial advice. Whatever your needs, getting professional, impartial advice can help you cut through the hype and the jargon and makethe right decisions for your situation. At Chord IFA all our advisers are chartered financial planners dedicated to providing advice specific to your individual needs. As Independent Financial Advisers, Chord IFA has no ties to any single product provider or supplier.