As one of the UK’s largest Chartered financial planning firms, our team of financial advisers offer independent financial advice, investment management and estate planning services. He passionately believes in the value of proper financial planning Pension Advisor Edinburgh and has seen the value of the peace of mind and reassurance that planning brings to clients who are uncertain of their long term security and who wish to ensure their affairs are managed in the most suitable and tax-efficient manner.
We may need to collect sensitive personal data including information about your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations in order to provide you with the services, for example where you require advice on annuity or protection products.
If you’re not sure which investments are right for you, please request advice, for example from our financial advisers If you decide to invest, read our important investment notes first and remember that investments can go up and down in value, so you could get back less than you put in.
He says the rise of contingent charging – the model through which an estimated 90 per cent of BSPS members chose to pay for advice, according to advice firm Active Wealth, one of the firms involved with British Steel transfers – looks set for greater regulatory scrutiny.
Our philosophy is simple: we want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions, allow Clarity IFA to help you achieve your financial goals and aspirations by getting in touch with our independent financial advisers today.
We specialise in financial planning supported by investment strategies that achieve market-beating results. Whether you’re seeking guidance on your savings and investments, or you’re starting to think about retirement, our financial experts Chase de Vere Medical can help.
There may be extra charges for looking after your investments or providing advice on a regular basis. I’m experienced in offering independent financial advice that is sensible, straightforward and effective; tailored to each client’s circumstances and backed-up with valuable ongoing support.
He joined Rathbones in 2017, from Lansdown Place Wealth Management, where he spent time advising clients on all aspects of financial planning. Whilst Lighthouse have these solutions for all types of individuals and businesses; most of our financial planning will be provided by our restricted national side of the business – Lighthouse Financial Advice.
Prior to joining Rathbones, Stuart worked in a consultancy capacity to the CEO of Sanlam Private Wealth (SPW) having sold his financial planning business to SPW in early 2018. I have spoken to several people in the financial industry who all agree with my assessment of my position and I just wish to transfer MY money without spending £3,000 on a letter confirming my assessment.
This site is designed and intended for UK authorised and regulated financial advisers and intermediaries only. Shortly after joining Rathbones in 2015, Alanah completed her Diploma in Financial Planning from the Chartered Insurance Institute (CII). Integrity IFA Ltd are independent financial advisers authorised and regulated by the Financial Conduct Authority, 514600.
Torphin Financial Planning is an established independent financial adviser (IFA) which means that we’re not restricted in the way that many financial firms are. This means if things go wrong with your financial choice, you may not be able to complain to the Financial Ombudsman Service or Financial Services Compensation Scheme.