Brook-Dobson Brear was established in 2006 by Tim Brear and Andrew Brook-Dobson. We provide a comprehensive lifestyle financial planning service within the framework of a long-term relationship withour clients; this is akin to that of a Personal Finance Director.
We strongly believe that getting to know our clients - and our clients getting to know us - is a key factor in providing the best possible service, so building and maintaining long-term relationshipsis an essential part of our company ethos. By constantly appraising the markets and ensuring we have the most up to date knowledge of financial developments, legislation and the marketplace, we can provide our clients with the most suitable solution to their financial requirements.
Financial Advisers Middlesbrough, is a branch of Abacus Associates Financial Services. Abacus Associates Financial Services are a well established firm of independant financial advisers who specialisein a face to face, personnal financial advise. Abacus Associates now cover the full north east including Middlesbrough, Darlington, Durham, Sunderland, Newcastle and any where in between.
We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile. We have a wealthof experience and support behind us and concentrate on the suitability, risk and strength of new and existing financial products and providers on your behalf.
We invest our time to fully understand your financial situation completely. This is why we confidently give our clients the best possible solutions, and why we succeed. Our aspiration as a business isto build long-term relationships with our clients so that your finances become a springboard, rather than an obstacle, to happiness.
The value of the investment can go down as well as up and you may not get back as much as you put in This is an equity release mortgage, to understand the features and risks ask for a personalillustration. Tax planning, trust planning and some buy to let mortgages are not regulated by the Financial Conduct Authority.
Auto-enrolment is the biggest change to workplace pensions for generations. The crux of it is about ensuring more and more employees are saving for retirement and that they have a pension. Allemployers will be required to ensure more of their employees have a pension in place.
Oakworth Consultancy Services Ltd is a successful IFA firm based in Pontefract with advisers operating in Greater Manchester, Hull and the whole of Yorkshire. The company, formed in 1994, enjoys areputation as one of the foremost investment and retirement planning organisations in the North. There are seven investment advisers at Oakworth each with an average of 20 years experience in financial services. Our reputation is based on sound financial advice and meeting clients' needs.
We can also help you with growing and protecting your business as well as the key people within it. As independent financial advisers we are able to offer you the best solutions for your financialneeds. As we're not tied to a particular company or organisation we can offer truly impartial advice.
We invest directly in growing businesses, providing equity investment and loan finance. We also have high quality serviced office space and workshop units to let in Sheffield, Redcar, Hartlepool,Bellshill, Cardiff and Ebbw Vale. As the regeneration subsidiary of Tata Steel we focus on those parts of the UK that have been affected by changes in the steel industry as detailed in the map opposite.
As an Independent Financial Adviser (IFA) we are able to offer advice on the full range of financial products and services available from the whole market. Many advisers, including the high streetbanks are committed to using one or a few providers. This may mean that they are not able to access the best products, funds or services.
The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK. Please note the information contained within this websitedoes not represent individual financial advice. If you require advice or further information this may be obtained by contacting us on +44 (0) 1302 561168. We are not responsible for the content of external websites linked from this website.
We work hard with all of our clients to provide a service that exactly suits your needs - whether that's taking the whole accounts process on for you, from monthly bookkeeping through to managementinformation, or whether you just need a tax return filing before the deadline. We'd love to hear from you, and we're always happy to chat about your circumstances and whether we can help you out - and often we can just give you some free advice on the phone.
We specialise in providing you with quality professional advice and assistance that you can trust. Whatever your particular requirements, whether it be a mortgage or re-mortgage, protection againstaccident, sickness or death, general insurance or commercial finance we can ensure that we find the best solution for you. With the addition of Yorkshire Life Legal Services our Will Writing service, we aim to offer our customers an easy and stress free solution to protecting your family.
Friendly and approachable our advisers will explain your financial options in a clear and understandable way. We adhere to a high degree of professionalism and are members of the Personal FinanceSociety - the Financial Adviser arm of the Chartered Insurance Institute. Originally based in Harrogate and now in York, we have a strong presence throughout Yorkshire. We also look after individuals and companies across the UK, with a growing customer base in London.
The way you manage your investments today will determine your financial security in the future. At Brigham Wealth Management, we are passionate about helping our clients make the most of their wealth.We put our clients first; spending as much time as is necessary to clearly understand what is important about money to them. Understanding clients unique needs and demands, we help them protect and grow their core capital, generate rising income when it's needed, and enjoy the lifestyles they want.
We strongly believe at Plus 4 Financial Services that we should be professional and ethical in everything that we do. To demonstrate this, all our brokers are fully professionally qualified, holdingthe Certificate in Mortgage Advice and Practice (CeMAP) qualification. It is our objective to work with integrity, having skill, care and diligence in all that we do and treating our our customers fairly at all times.
Cathedral Financial Planning (Uk) Ltd is a well-established, friendly, family run, financial services business with over 25 years experience in the finance industry. Owner, Mauro, is Diploma levelqualified and has a unique background within the industry, having wide ranging knowledge of Investment Services; Portfolio Management and Client Relationship Management. The Company has grown steadily through personal recommendation and professional referrals.
Derwent Mortgages provides professional, personalised advice to find the right mortgage and insurance products for you. We are completely independent and search the whole market, driven only to findthe best deal for our customers. Derwent Mortgages has worked as a mortgage specialist for over 10 years, we have access to thousands of mortgage products and with daily updates we know what offers are available to our clients.
At Keystone we believe that everybody should be entitled to quality financial advice. We put our 21 year experience in working with normal people to good use by helping clients new and old enjoy lifeafter employment and invest to meet their personal needs.