Results for

Financial planner - United Kingdom

7 Companies

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HOLDER AND COMBES

United Kingdom

A Central London firm of independent financial planners and advisors. We help our clients get the best deals on mortgages, insurance and pensions and also advise on investments, wealth management, tax and currency.
LIBERTY PARTNERSHIP LTD

United Kingdom

Liberty Partnership ‘Chartered Financial Planners’ Our goal is to build long term relationships with each and every one of our clients. We take the time to get to know our clients and understand their objectives and priorities. We know that the world of financial services is complex and can sometimes feel daunting. We will work for you in simplifying the process and we will communicate with you in terms that you will understand. Mission statement: ‘We are driven by traditional values based on outstanding client service, building long term relationships, delivering highly qualified advice and essentially from the first point of contact through to ongoing service putting our clients mind at ease’
EFFICIENT PORTFOLIO - RUTLAND

United Kingdom

Our team, which includes our Chartered Financial Planners, work within a Chartered Financial Planning firm dedicated to helping clients build a future they can rely on. We focus on helping individuals, from all walks of life, clarify and realise their dreams and goals through financial planning. Whatever your dreams or concerns may be, we want to help you bring certainty and security to your future, so you can look forward to it with confidence.
CONSILIUM ASSET MANAGEMENT

United Kingdom

Lifestyle financial planners based in chipping Sodbury Bristol.
ARCH FINANCIAL PLANNING LIMITED

United Kingdom

Investing for your future - we use online wrap platforms; actively managed, passive and ethical model portfolios; discretionary fund managers; ISAs; Venture Capital Trusts (VCT); Enterprise Investment Schemes (EIS); unit trust portfolios and investment bonds, to create an investment portfolio that is appropriate for your requirements whether you are building up your wealth or taking an income from it. Funding for your retirement - we use Self Invested Personal Pensions (SIPP) and Stakeholder Pensions to build up pension funds. We consolidate your existing pension funds, where appropriate, onto a suitable online wrap platform for convenience, cost and control reasons. At retirement we are happy to advise on the purchase of an annuity (both lifetime and fixed term) and will always check to see if an enhanced annuity is available. We have specialist pensions advisers who can discuss the alternative of income drawdown with you, both capped drawdown and flexible drawdown.

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SIGMA CHARTERED ACCOUNTANCY

United Kingdom

We have the skills, knowledge and efficiency to handle all of your accounting needs. We offer a range of services from Bookkeeping to Statutory Accounts, and are ready to tackle any financial challenges that you may have as your trusted tax planner and adviser. Whether you are a sole trader running a small business or a freelance consultant, keeping your books in order and managing your budget is essential for the smooth running of your business. As every business is different, my services are customised to match your current and future needs. Having worked with companies for over a decade, I use my extensive experience to offer more than basic services. In addition to bookkeeping and payroll, I also can help with forecasting and budgeting in order to drive efficiency and success for your business. Through an innovative online platform, you can record receipts, send files requests securely, download bank transactions and more, ensuring that you stay updated on a regular basis and keep track as the year progresses. More than one-off services like submitting paperwork and tax returns to the HMRC, I can provide you with valuable advice like new ways to improve business revenue and taking it to a new level.
MPD BUILT ENVIRONMENT CONSULTANTS LIMITED

United Kingdom

Here at MPD Built Environment Consultants Limited, we have extensive experience working across the North of England and the Midlands with a variety of Local Authorities and Housing Associations. With our team consisting of both Chartered Planning & Development Surveyors (MRICS), as well as Chartered Town Planners (MRTPI), we have a strong grasp of financial viability economics, development management issues, and planning policies.

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Financial planner - United Kingdom

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7 Companies