We are a firm of independent financial advisers with offices in both Portsmouth and Emsworth. We cover pensions , mortgages , protection , investment and tax planning. Having been in business for 25 years and with twelve advisers with a back office of some fifty staff we are perfectly positioned to serve all your needs in this area. With many of our clients being either active or retired...
Key Worker Discount: We would start with a free and no obligation client meeting in which we will explain how we work , how we are paid and what we can do for you. Call in on 02392 271 251 and ask for Ben Armstrong
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A Group of Companies, created to help give "PEACE OF MIND" throughout your lives.
Independent Financial Adviser - Financial advice.
Chartered Accountancy Practice -Personal & Business help.
Legal Company - covering Wills,LPA, Trust, Probate.
Care Adviser - helping with all aspects of Later Life concerns.
Key Worker Discount: 20 % discount across all the Companies to you, your families and friends.
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INDEPENDENT FINANCIAL ADVISERS OFFERING A FREE INITIAL CONSULTATION FOR THE FORCES AND THEIR FAMILIES.
Key Worker Discount: FREE INITIAL CONSULTATION
Code JFF13
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Independent Financial Adviser specialising in pensions, investments, including annuities.
Key Worker Discount: 30% discount off normal fees
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Independent Financial Adviser who has previously dealt with a number of Forces personnel.
Being independent means you will get impartial advice & guidance as to the most suitable products for YOU.
Over 20 years experience in Financial Services.
New Mortgages, First Time Buyers, Home Movers, Debt Consolidation, I can help with them all
Key Worker Discount: Forces Discount:
On production of British Forces Discount Card we will wavier our Mortgage Brokers fee. Free advice on protection polices, always!
Independent Financial Adviser, offering whole of market (and i mean whole of market not just a panel of lenders)mortgages and mortgage protection policies. We also provide advice and recommendation for Family and Income protection advice
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We are a firm of regulated Independent Financial Advisers specialising in Mortgages, Life Assurance, Investments, & Pension Planning as well as later life advice.
We are able to provide assistance for those wishing to purchase property as a home, investment, or both. We have advisers that specialise in the transition from leaving the forces and entering outside employment & self-employment.
Key Worker Discount: We offer a 10% discount on all our fees which are relatively low by industry standards. We will charge nothing for a first appointment at which you will gain valuable information & a guide as to how and whether we can assist.
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Independent Financial Advisers and Mortgage Brokers
Key Worker Discount: Agreed donation made to Help for Heroes
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We are a wealth management and independent financial adviser company based in the South West and work with private individuals as well as a corporates to provide bespoke financial advice to help them meet their long term objectives.At Executive Wealth Management Ltd we take great pride in helping our clients to achieve their long term financial objectives, whether that is just starting out on...
Key Worker Discount: We are proud to work with serving and ex service personnel and offer a no obligation initial meeting at our expense. If you then decide you wish to use our services we will offer you a discount of 20% of our initial fees. Quote service20.
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Independent Financial Advisers, pension reviews, ISAs, savings, investments, inheritance tax planning.
Key Worker Discount: 15% of our normal fees
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Need help with your mortgage, life insurance, pension or investments?
Wendy Cochran PhD, DipPFS is a fully qualified and registered Independent Financial Adviser based in Fife, Scotland.
Wendy can offer financial advice across all product areas to individuals, companies and charities.
Key Worker Discount: Free face-to-face review of your finances (or via phone if you prefer), plus 33% discount on any fees for arranging financial products for you. No fee will be charged at any time unless you agree to it. Mention this website when getting in touch.
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We offer whole of market, bespoke financial planning advice. With the benefit of independence we only represent our clients and not providers. We can provide advice in the areas of mortgages, investments, pensions, protection, insurance and tax planning.
Key Worker Discount: Initial consultation at our cost (not yours) and a 10% discount from agreed fees for work undertaken.
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We have only one product in out kit bag which is financial advice. This is individual to you. Having worked with the Armed Forces since our inception in 2001, we understand military issues such as LSAP, Forces Help to Buy, Licence to Occupy SFA, as well as the problems that underwriters have in dealing with you. I have been running financial briefs at RAF Shawbury since 1998.
Key Worker Discount: We offer all members of the Armed Forces an initial consultation at our cost within 50 miles of our offices. This covers all bases in the West Midlands region. With Skype this can be worldwide !
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Independent Financial Advisers
Key Worker Discount: First interview free
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With over 20 years of experience working in the financial sector, Oates Financial Planning provides an unbiased and comprehensive independent advisory service from the whole of the market place.
The main services we offer are:
Savings and Investments
Pensions and retirement planning (Pre and Post Retirement)
Protection (Personal and Business)
Mortgages, including Equity...
Key Worker Discount: We offer an initial no obligation consultation at our expense where we will discuss the options available to you.
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Situated right in the centre of St. Columb Major our small team of friendly, professional staff have many years experience providing independent financial advice to our clients.
Our close proximity to RAF St. Mawgan and RNAS Culdrose means that we have lots of experience helping many armed services personnel buy their homes and sort out their finances.
We offer free initial, no obligation...
Key Worker Discount: After a free no obligation initial consultation St Columb Financial Services will offer a 25% discount on any adviser fees agreed prior to providing independent mortgage and financial advice to service personnel and their immediate families.
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