Results for

Wealth management - Service Provider - United Kingdom

86 Companies

3 Products

AMDOCS FINANCING LIMITED

United Kingdom

Our company AMDOCS FINANCING LIMITED is located in Guernsey, United kingdom. We are a national lending firm, we offer a wide range of financial services such as financial planning, wealth management, startup investment, risk analysis, vc funds and market monitoring. We help people who are excluded from mainstream financial services. Our financial options are fast and flexible. Our specialty is short-term commercial real-estate lending. We offer competitive rates for loans. We provide advisory services to individual and institutional clients. We can provide you a buisness loan with no prepayment penalties and fixed monthly payments. Financial planning will help you with all the assets, savings and investments matters. With the risk analysis we will help you getting the biggest profitable consumers and at the same time minimizing all risks. With our company you will know exactly what your loan will cost you because we do not hide fees, nor do we make early repayment fees.

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CHARTWELL FINANCIAL SERVICES

United Kingdom

Chartwell Wealth Management offer an innovative and practical fee based wealth management service to a large portfolio of private clients. We also work with corporate entities all over the UK to provide proactive benefits and wellbeing solutions for their employees. We employ the latest cash flow technology to make sure that your financial goals are kept on track and your investments work as hard as possible for you. We understand that relationships are built on trust, which in turn is built on consistent delivery of high quality service, absolute integrity and technical expertise. Collectively we manage over £320 million in client assets which is a testament to the trust they place in our advisory team and reliable personal service from our offices in Preston Brook, Cheshire. Established in 2002, we believe that excellent service is the key to our on-going success, so we back up our business relationships with the best internal systems and people that we can. We offer an initial meeting at our cost so we can learn more about your financial goals and aspirations. Following this meeting we can agree your action plan and the costs of our services.
PORTSDOWN WEALTH MANAGEMENT

United Kingdom

At Portsdown Wealth Management we can help you achieve financial peace of mind through a goal-focused planning process designed to help you achieve financial well-being. Developing long-term trusted relationships with our clients enables us to provide the best financial planning, wealth management and advice solutions. We know that understanding what is important to you is paramount when advising families, professionals, and businesses. We reflect this in the level of attention to detail we give each and every one of our clients. Whether your planning your financial future or just want to look at one of our services ie pensions, retirement, tax savings, investment planning or mortgage advice we can help. Offering an initial consultation that is completely free and informal so you do not have to make a decision until you choose too means you can feel rest assured that we have your financial planning needs at heart. Maybe your a student on the path to setting yourself up for the future financially or you could be a seasoned professional that has been saving for years and just wants a 2nd opinion we would love to hear from you no matter what your specfic needs are.
LEABOURNE FINANCIAL ADVICE

United Kingdom

USP + Call To Action Honest pricing, local Independent advice, Stellar reviews. We are Leabourne Financial Advice a local financial advisor specialising in Pensions, Pensions, Auto Enrolment, Savings & Investment, Financial Protection and Tax Planning advice throughout Hertford and the surrounding towns. Our Customer Benefits: • Independent advice. We are completely independent, so as an IFA we are able to offer the best product or policy for you and your individual circumstances • No commissions. Our advice is fee based with total clarity for a more comfortable relationship We make no commission on any product or policy we recommend. Our fee structure is clear and transparent and based on the amount of work we do for you. The fee is agreed before we start working for you. • Personal service. As a Financial Advisor our advice is personal and professional and aims to help you make the right financial choices. • We are Financial Advisers, not salespeople. We will recommend policies and products because they are right for your individual and business circumstances
PROINVEST SOLUTIONS

United Kingdom

At ProInvest Solutions, we stand with you, whether you’re an institutional investor, a financial adviser, or an individual guided by an advisor’s personalized advice. We believe the best way to reach your desired outcomes is with a multi-asset approach that combines: asset allocation, capital markets insights, factor exposures, manager research, portfolio implementation.We create real added value by offering innovative investment solutions, above-average performance and exceptional service tailored to the individual needs of professional investors.The ProInvest philosophy is that an actively managed and concentrated selection of investments can provide better returns than market benchmarks. We maintain that market inefficiencies do exist, which from time to time result in attractive investment opportunities. Our general investing approach, we do not favour one particular style e.g. large companies over smaller companies, growth over value. Markets are dynamic, the way they price securities changes constantly and every investment is assessed on its merits. However, a high emphasis is placed on underlying investment fundamentals.ProInvest is a European based, worldwide investment company that offers investors exposure to high-potential opportunities in diversified asset classes, (which would otherwise be beyond their grasp.)

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CORCILLIUM WEALTH MANAGEMENT - FINANCIAL PLANNING GUILDFORD

United Kingdom

If you are looking to plan your future financially we can help with professional financial advice that you can rely on. Whether pensions, retirement, investments or you just want to talk to someone to ensure your finances are working how you want them to. A free financial consultation and no jargon to ensure you know exactly what financial planning is and how it can work for you is available to any of our prospects or customers old and new. We love to strip out the jargon and ensure you understand what it is that we do whether your a seasoned investor or someone that has come into some money and wants to invest it wisely. Corcillium Wealth Management was set up out of frustration and a wanting for a financial advice company that could drill down into your future wants and needs and ensure there was planning in place to accomodate that. With over 2 decades of experience and a host of happy customers that we offer advice on pensions, investments, retirement, financial planning and wealth management you can see why we are a company that should be on your list to get in touch with. A free financial consultation awaits and we are certain you will be pleasantly surprised about how we conduct our business and what it may mean to you for now and the future.
THE HAIGHTON RUTH GROUP

United Kingdom

The HAIGHTON RUTH GROUP is a global financial services group that has been helping clients achieve their financial objectives for generations. We offer wealth planning and investment management services to large institutions and private clients. We deliver employee benefits and auto-enrolment programmes to companies and we provide investment and wealth management solutions to the professional advice community. The Haighton Ruth wealth planning team is here to grow, manage and protect your wealth so that it can be transferred to the next generation. Using a holistic approach, we go beyond the basics of financial planning, carefully considering all aspects of your lifestyle and retirement goals. Whether you’re looking to generate income, preserve capital or safeguard your assets against inflation, a properly diversified investment portfolio can help meet your needs. Whatever your personal investment goal may be, it is important to consider the time horizon at the outset, as this will impact the type of investments you should consider to help achieve your goals.
LAUNTON WEALTH

United Kingdom

Wealth management is about much more than managing your money. At Launton Wealth, it’s about creating relationships that enable a lifetime of smart decision-making for our clients. Which is why we spend so much time making sure the small things are delivered and what differentiates us from the rest.We offer in-depth financial planning to help you understand where you stand today and what actions, if any, you may need to take to achieve your long-term goals. Our experienced Relationship Managers can help you make informed decisions about spending and saving, insurance and estate planning, taxes and philanthropy.At Launton Wealth, we believe that a clear understanding of your goals and current situation is critical to creating an appropriate financial plan. So we ask questions, listen carefully, and work hard to develop that understanding. Perhaps, for instance, you hope to maintain a retirement standard of living that is consistent with your pre-retirement lifestyle.
ALAN BOSWELL INSURANCE BROKERS

United Kingdom

With a history of providing insurance services from Grimsby since 1977, Alan Boswell Insurance Brokers in Grimsby is based in the village of Laceby giving easy access throughout North East Lincolnshire and the Humber region. We predominantly work with businesses of all sizes, but we can offer insurance for homes and cars too.
PRIVATE OFFICE GROUP

United Kingdom

We provide Private Office Asset Management including investment and wealth management services to retail and professional clients. We also provide ongoing consultancy services to SME businesses and legal assistance and advice to our clients, from contract drafting to employment matters to civil litigation cases. Private Office Group is able to act on your behalf in advising you on investments and non-investment insurance contracts. Contact Philip Simmonds today to discuss your requirements.

ALEXANDER PETER WEALTH MANAGEMENT

United Kingdom

Alexander Peter Wealth Management provide specialist advice to English speaking expats living around the world. We provide tax efficient and tax compliant solutions for those living within the EU.If you are looking for total wealth management advice or to find out the best QROPS provider for your situation we can help. Visit our website or call us to speak to an adviser
EDINBURGH IFA

United Kingdom

We connect people with the best independent financial advisors in Edinburgh and all across Scotland. All our financial advisors are independent, impartial, trustworthy and fully FCA regulated.

DRAWBOND INVESTMENTS LIMITED

United Kingdom

wealth management financial advisory real estate investments
BDB FINANCIAL

United Kingdom

BDB Financial are professional and strategic wealth management consultants who provide bespoke business, corporate and executive financial planning services.
JPS WEALTH MANAGEMENT LIMITED

United Kingdom

The company JPS WEALTH MANAGEMENT LIMITED, is a Service Provider, which operates in the Consultants, financial analysis industry. It also operates in the Wealth management, Investment Planning, Financial Planning, and Pension Planning industries. It is based in Brighton, United Kingdom.
EDWARD CHAPPELL FINANCIAL SERVICES

United Kingdom

The company EDWARD CHAPPELL FINANCIAL SERVICES, is a Service Provider, which operates in the Financial advisers industry. It also operates in the financial services, and Wealth management industries. It is based in Bournemouth, United Kingdom.
DISTINCTION WEALTH

United Kingdom

Distinction Wealth is an industry-leading property investment company based in London. With over half a decade of experience, Distinction Wealth's mission is to maximise our valued clients' wealth & returns through expert asset management in property investment. Our bespoke process puts the client at the heart of the investment experience. Distinction Wealth's team of highly trained & accredited land development & property investment consultants are experts in services including property portfolio acquisition, property sourcing, fixed returns investments, property portfolio building & more. The enables us to offer a 'hands-free' service where preferred, which minimises your workload & ensures that the decisions made with regard to your portfolio & your goals are made by industry veterans. Whether you are looking to invest in a property, a London land development, or anything in between, Distinction Wealth has the testimonials to prove that your investments are in the safest possible hands. We are trusted by an ever-expanding list of delighted clients to ensure optimal results. From increasing cash flow to sourcing property for real estate portfolios, investors seek results from their capital that speak for themselves. By combining sheer experience & a truly data-driven approach, Distinction Wealth has successfully raised, managed and delivered millions of pounds for hundreds of satisfied investors. Contact us to find out how our expertise could impact your income today.

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THEWEALTHWORKS LIMITED

United Kingdom

thewealthworks is a UK based software house with 20 years of experience of developing solutions for wealth management and private client professionals. As thewealthworks only focus on one product, Troika, we strive to maintain a best of breed solution capable of managing assets of any class. This gives Troika the power and functionality to bring efficiency to even the most complex trust, estate or family wealth structure. Our highly qualified team also provide ongoing support and are constantly developing Troika to keep up with changes in legislation and our clients' needs. Recent developments include the addition of a FATCA element and a Court Of Protection module with automatic completion of the OPG102 form.
VIRTUS CONTRACTS

United Kingdom

Construction Company London We aim to bring our wealth of experience to the management of any construction or re-fit programme. This leaves our customers to continue with their core business interests unimpeded by unnecessary distractions. Virtus Contracts Limited undertake office refits / refurbishments, interior design, property construction / alteration projects and contract management. Engaging with Virtus means that you have instant access to our broad range of Construction Management expertise over all industry and business sectors. This means we are able to provide you with high-calibre teams for a wide range of projects. In addition, you will work alongside your dedicated Account Manager who is focussed on building a lasting client relationship.
HSBC

United Kingdom

HSBC is one of the world's largest banking and financial services organisations. With more than 6, 100 offices in both established and emerging markets, we aim to be where the growth is, enabling businesses to thrive and economies to prosper. We serve around 51 million customers through our four Global Businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. HSBC is one of the few truly international banks. Our objective is to become the world’s leading international bank. Listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges, shares in HSBC Holdings plc are held by about 216, 000 shareholders in 127 countries and territories. HSBC's international network comprises more than 6, 100 offices in 73 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa.

THE WIMSLOW FINANCE GROUP

United Kingdom

The Wimslow Finance Group is a finance / wealth management consultancy company which was established over 30 years ago. We are an award winning company that specialise in niche banking services with over 50 partners in 4 different continents. Winners of the Financial Times "Niche Investor Adviser" awards for 2018 and 2019, our credibility and hardwork precedes us. We offer financial expert advice in the following sectors Big Project Finance Business Loans Wealth Management SBLC Providers Guide International Trade Outsourcing Small Loans Tax Auditing Real Estate Our team of Ex-Bankers, Accountants, Lawyers, University experts all work together to make sure our clients receive the best support with real practical results. The Wimslow Finance Group is totally committed to client satisfaction and that is why 85% of our business is based on client referrals.
CAPITAL CITY TRAINING LTD

United Kingdom

Capital City Training Ltd was established in 2010 and has since evolved to become a leading global financial training and management development company, with regional offices in London, Singapore, Dubai and Africa. We offer a wide range of courses covering virtually all aspects of accounting, corporate finance, credit analysis, wealth management, risk management and treasury management practices. We have also expanded our offering to include comprehensive, fully tailored leadership management programmes; our Finance for the Non-Financial Manager training course is popular with business professionals keen to brush up on their finance skills and broaden their understanding of fundamental disciplines. The impressive skill base of our team means that we can provide assistance not just in the form of technical training, but by delivering tailored, blended programmes involving all three types of training, to maximise return on investment for clients and leverage the benefits of face to face training time and time away from the business.
AKTIV TRADING GROUP

United Kingdom

Aktiv Trading Group is a financial services company that provides global retail investors access to stocks, commodities and wealth management products. Aktiv Trading Group is providing integrated online securities trading and wealth management services through our platforms. In addition to the securities trading platform, the Company offers financial information services and securities investment advisoryservices to global investors.Our Trading PartnersGet access to all markets through our relationships. Protect your assets through the platforms provided by our partner banks. Aktiv Trading Group together with its partner banks and financial institutions, provide the cornerstone to support your financial goals. These partners have been carefully selected for our clients based on their over 200 year history serving the financial needs of the world’s wealthiest organizations and families. These institutions have demonstrated the strength, independence and commitment to adapt to an ever-changing environment from generation to generation.Commodity Trade ServicesEnergyEliminate stress. Count on our record. Aktiv Trading Group has a strong background in energy related products, with domestic and international sources for oil, gasoline, petroleum, natural gas, diesel, JP 54 jet fuel and Mazut.Precious MetalsTrim your search time. We already did the legwork. We can also assist clients with their precious metals needs. We have worldwide sourcing for gold, silver, copper and platinum.
PAGE KIRK LLP

United Kingdom

Based in Nottingham, Page Kirk LLP is the leading accountancy firm for individuals and businesses. As chartered accountants, we are proud members of Accelerate. We stay up to date with the latest information on taxation. Page Kirk LLP delivers a unique approach to managing finances. Whether you're in the early stages of setting up your business venture or closer to retirement, we provide the accounting and tax advisory services you require to manage your wealth for the future. For strategic advice on your taxes, look no further than Page Kirk LLP. We are an accounting firm based in Nottingham. Serving individuals and businesses, we work hard to save clients time and money at tax time and throughout the year. With wealth management from Page Kirk LLP, you can gain insight into managing your individual or business finances with the future in mind. Based in Nottingham, our accountants can provide you with full-service accounting solutions like bookkeeping, taxation, and more. View our services online at https: //www.pagekirk.co.uk/.
MONAHANS CHARTERED ACCOUNTANTS

United Kingdom

Monahans is one of the largest independent chartered accountancy groups in the West of England, with a team of 17 partners , together with around 117 employees.Our offices are located in Bath, Chippenham , Glastonbury , Swindon, and Trowbridge , each of which delivers a full range of services to provide businesses and private individuals with all of the help they could need.Monahans also incorporates a separate independent financial services company, Monahans Financial Services Limited, offering advice on Investments, Pensions, Inheritance Planning, Wealth Management and various insurance products.We are passionate about our clients and we strive to help them pay less tax, grow their wealth and improve their business profits.That is why we recruit the best people we can and encourage them to provide the very best service possible for every one of our clients.We will bring together a wide range of specialists and specific industry sector expertise when required to ensure you
HABITABLE.CO

United Kingdom

Habitable.co is a London-based premium CX | UX Human-Centered Design Agency focused on building frictionless digital customer onboarding for leading Finance, Health, and Betting companies operating under strict regulatory schemes. We strive for cost-effective customer acquisition and improvements to your customer lifetime value metrics. Our 50-strong core team of Researchers, Architects, UX/UI Designers, CX Leads and Engineers all collaborate seamlessly for your benefit. • We use Human Centred Design - our teams immerse themselves deeply in situations where people use a product. • By close observation of people’s thoughts, actions and experiences, they achieve a deep understanding of why people behave as they do. • With this understanding, they create potential solutions. • Then they prototype and evaluate them in a rigorous process, so the solutions that are the best fit with people’s lives win through. Our services make the difference to: - Banks - Insurance Providers - Brokerage companies - FX Trading and Investment platforms - Wealth Management platforms - Crypto-wallets - Cryptocurrency exchanges - Healthcare providers - Betting services
BLACKDOWN WEALTH MANAGEMENT

United Kingdom

At Blackdown Wealth Management LLP we appreciate the need to offer clients financial advice which is trustworthy, straight forward and regularly reviewed to help our clients and their loved ones build their family aspirations on firm foundations. The advice we offer whether the need is straight forward or more complex is the fundamental cornerstone on which life’s decisions can be made upon. In a dynamic fast moving world which is ever changing access to such knowledge brings reassurance. Client relationships and their changing needs are central to the Practice as we strive to offer exceptional personal financial advice and customer service for the long term. Secure in the knowledge that our advice is guaranteed by St. James's Place.
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.
IES GROUP

United Kingdom

At Insulation & Environmental Services, we hold a wealth of industry experience successfully managing and removing all asbestos types. Our expert team has forged a reputation as one of the most highly regarded asbestos service providers in the Midlands. Get in touch today to discuss your property's requirements.
ZEN ASSETS

United Kingdom

Zen Assets is an online wealth management service that aims to increase your investment returns by up to 40%.Discover your Investor Personality and we will match it with one of 11 tailored portfolios.Gain 7 weekends with your friends and family a year with our easy-to-use service.

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Wealth management - Service Provider - United Kingdom

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86 Companies