Joyce Oliver has been supporting people to make informed financial decisions for over 28 years. She established Joyce Oliver Wealth Management in 2009 which is a Partner Practice of St. James’s Place Wealth Management. Joyce prides herself on providing a personal, professional service to all her clients, placing excellent communication, customer service and confidentiality …
Whitechurch Financial Consultants provides individually tailored financial planning advice and access to award winning investment management services. We have been established for over 30 years and our services are delivered through a team of highly experienced Financial Consultants who support private individuals, trusts and small businesses in making informed decisions about their finances. How we can support …
Having worked for over 25 years as a Financial Adviser, I have gained a wealth of experience to draw upon for the benefit of my clients. I started working life with the Prudential in 1988 and stayed within the company until 2000 when I was recruited to join a small, progressive independent Financial Services practice. …
Arranging care for yourself or a loved one is an emotional and complicated time. We can help you consider the important issues including mental capacity, eligibility for state benefits, Lasting or Enduring Powers of Attorney*, the type and location of care home and of course, funding the care itself. All of which require specialist …
Our Wealth Management service is for your life journey: we want to understand where you are now (your circumstances), where you want to be (your goals) and how best to help you get there (your financial plan). The financial plan can include all sorts for the journey: spending plans, budgets, savings, investments, pensions, insurance, …
We’re a firm of Financial Planners working across the North West. As a firm, we are both Chartered and Independent. We were also included in the Citywire’s prestigious top 100 firms in the UK in each of the last five years. There are many reasons why my clients choose Depledge: • Chartered: Chartered …
I have been in the Financial Services industry as a Chartered Financial Planner for over 20 years and am an Accredited Member of the Society of Later Life Advisers (SOLLA). Prior to becoming a financial adviser, I qualified as a Registered General Nurse. My interest in people and care has never waned and I …
Jane Newman Financial Planning Ltd are whole of market financial advisers who provide independent advice to individuals and businesses, using a combination of online state of the art technology and over 20 years of industry experience. We pride ourselves on our customer service and on building lasting relationships with our clients. We offer …
We are a long established firm of independent financial advisors, offering a professional financial planning service to private clients and businesses. At tba Wealth Management we pride ourselves in listening to your needs and providing you with bespoke advice in the timescale you demand. Financial health is integral to almost everything you aspire …
Denham Wealth Management LLP has been established in Wallingford for over 9 years within St. James’s Place Wealth Management. Daniel Denham provides a comprehensive range of Investment planning, Retirement planning and Inheritance Tax planning services through a personal financial planning approach. The long term, professional relationships that Daniel develops with his clients is an …
Francis Wealth Management Limited Our philosophy focuses on working closely with our clients on an ongoing basis, helping them to realise their financial goals and to safeguard them in later life. A little bit more about Simon Simon has devoted over 20 years to helping others make the most of their money and realise their …
I have over 20 years experience and provide a comprehensive service to my clients, working with them to secure the financial future they are looking for. I am a qualified adviser holding the Diploma in Financial Services. I help my clients to understand and run their portfolios of investments, particularly pensions, and I am …
Iain Cameron LLB of Acer Legal Solutions is a member of Solicitors For the Elderly and an Ambassador for the Alzheimer’s Society in Gwent. He has decades of experience in advising elderly clients and their families about Wills, Estate Planning, Lasting Powers of Attorney and other matters in the Court of Protection. He …
Choosing the right care setting for ourselves or a relative is not something which many of us have much experience of. There will be plenty of things for you to consider which may feel a little overwhelming. You may have had little or no information to help you make the right decisions. Whether it’s for …
As a locally owned, genuinely independent company, we pride ourselves on the quality of our face-to-face independent financial advice. Founded in 1990, our success has been built upon “word of mouth” referrals from existing clients and close relationships with solicitors and accountants. With offices in Norwich, Gorleston and Lowestoft, we have a strong presence …
Our role is to remove the burden of worry. To provide the information, insight, objectivity and confidence to enable our clients to make the best decisions and have clarity over the future. My role has been providing (Independent) financial advice for over 20 years. I specialise in working with people who are in retirement, …
Established in 1978 we have been proud of our consistent record of providing reliable advice for clients. Many family members have followed on from our original clients with many having been looked after by us for more than 30 years. We provide straightforward advice on most key areas of investment and pensions looking to …
Beckford & Lewis Financial Planning, based on the Norfolk/Suffolk border, specialises in providing a bespoke service for each of our clients. We offer clients a bespoke personal service that is rarely seen in today’s financial market place. We take time to really get to know our clients before offering advice. We are fortunate that …
We are a City based independent advisory firm that strives to have client service at the forefront of all planning matters. Given our location, our client base is regularly impacted by the ever changing pension and estate planning legislation; which has in turn ensured we’re adept at maximising all allowances available for overall efficiency …
Truly holistic financial advice is not common. It requires independence combined with a creative approach and input from specialists where necessary. In addition, the ability to work closely with clients’ other professional advisers, such as their accountant or lawyer, is crucial to delivering the very best client outcomes. This is exactly what you can expect …
We provide comprehensive financial planning and wealth management services, helping individuals and businesses to achieve their financial goals, irrespective of their resources or life stage. We recognise that your financial situation is unique, and therefore if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of …
It doesn’t matter if you are young or old; making the most of your money now not only helps you plan for your own future but also for the lives of your loved ones. We make things simpler for you by offering advanced wealth protection services and practical advice you can understand. Our Managing Director, Tony …
Queens Square Wealth Management Ltd was established in 2009 and is a Senior Partner Practice of St. James’s Place Wealth Management, it is owned and run by Gemma Young. Our offices are in the pretty town of Corsham, Wiltshire. With our fantastic support team, we work with clients stretching around Bath through into the …
.
99818