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, …
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 …
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, …
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 …
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 …
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 …
The Sethi Partnership Solicitors is one of the longest established practices to be set up in Eastcote priding itself as a trusted law firm since 1994. The firm is well known in West London and enjoys an excellent reputation with its clients and community. Making a Will is important and not just for …
There is no time like the present to ensure that you protect yourself and your loved ones should the unexpected happen. With more and more complex family structures and varied client needs, our Private Wealth Team provide a comprehensive and bespoke service based on your individual circumstances. With over 20 years of experience in …
The Howe Practice specialises in life & estate planning and estate administration. We are also quality of life support advocates. Based in Stockport, we pride ourselves on our compassionate and friendly service whilst at all times maintaining the highest professional standards. How to contact us 2 Waterloo Court, Waterloo Road, Stockport, SK1 3DU …
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 …
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 …
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 …
Cranwell Wealth Solutions Limited; is a Partner Practice of St. James’s Place Wealth Management and was established in 2012. We provide comprehensive financial planning and wealth management services to individuals and businesses irrespective of their resources or life stage. We are proud to offer two high street branches for clients to choose to visit, …
Britton and Time stand for honesty, transparency and integrity. Our private client solicitors ensure if you are seeking to have a will or powers of attorney drafted, that you leave your meeting safe in the knowledge that your worldly possessions will be distributed as per your wishes. Regardless of whether you’re leaving your favourite …
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 …
mfg Solicitors LLP is a large, 38-Partner West Midlands Law Firm with offices in Worcestershire, Shropshire and Birmingham. Having one of the region’s largest Private Client teams, mfg is able to provide services across all Private Client requirements. We have experienced professionals based at each of our offices, who can give advice on …
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 …
Alfred James Solicitors is a firm of Professional Solicitors that specialise in the area of wills and probate, personal injury, housing law/landlord and tenant disputes, conveyancing, family law, immigration law and civil litigation. We can also assist with business and commercial areas of law such as Company formation, leasehold transactions and others. Contact …
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 …
Established in 1948 and with offices in Winton and Tuckton, Gales Solicitors are an experienced team of legal experts, who are committed to providing a professional yet friendly service, in a cost effective way. With experienced lawyers handling your case, we can ensure that each client receives a personal service, tailored to their individual needs. …
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 …
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 …
J R Jones Solicitors are experts in preparing Wills, advising you on planning your estate as well as dealing with Probate and deceased estates. Our specialist Probate solicitors can help you to ensure that your assets are passed on to those you wish in the most effective and tax efficient manner possible. From …
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 …
Alletsons Solicitors are proud members of the Law Society’s Wills and Inheritance Quality Scheme. We specialise in Probate, Estate planning, Wills, Lasting Power of Attorney, Elderly and Court of Protection. Contact information Phone – 01278456621 Email – gv@alletsons.co.uk
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 …
Big enough to know, small enough to care. A different kind of law firm. Welcome to Devonalds, a law firm in South Wales. With offices in Pontypridd, Talbot Green, Tylorstown, Tonypandy, Treorchy & Bridgend. Local solicitors serving local people. With vast experience helping clients from all walks of life through the often-challenging process …
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. …
We are an innovative law firm built upon strong client centric values and a passion for delivering excellent services using efficient market leading technology. Not a typical law firm; we believe in offering tailored solutions to fit our clients. As a large London based firm, with presence across the world. Our team is …
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 …
I have been in the Financial Services industry as a Chartered Financial Planner for over 25 years and am an Accredited Member of the Society of Later Life Advisers (SOLLA) and an Advisory Board Member. Prior to becoming a financial adviser, I qualified as a Registered General Nurse. My interest in people and care has …
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 …
Allan Janes LLP is a leading firm of solicitors based in High Wycombe and provides legal services to a wide range of clients in Buckinghamshire, the Thames Valley, London and beyond. We are considered ‘go to’ specialists for Wills, Trusts and Estate Planning, as well as Powers of Attorney and Court of Protection matters. We …
It’s nice to know there’s a little history behind the legal firm you choose. And at Joseph A. Jones & Co we’ve an enviable pedigree. Established on the sound principles of honesty, integrity and quality by Yorkshireman Joseph A. Jones in 1949, the firm continues to remain true to those ideals. At Joseph …
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 …
Making financial decisions can be very daunting but by choosing to partner with Coach Hose Wealth Solutions you can be assured that you will receive clear and concise advice tailored to your current situation. Our four-step process means that you will be guided every step of the process until you are comfortable with the …
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