Independent Financial Advisers in Henley-on-Thames
List of Henley-on-Thames based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services.
Legion Trade Finance offers trade solutions to SMEs that are neglected by traditional sources. Since its establishment in 2010, Legion Trade Finance has already facilitated finances worth ?9M in 2012 and has been one of the largest independent trade providers in UK.
Wealthmasters Financial Management is an essential partner for those with a demanding lifestyle. Directly regulated by the Financial Services Authority, our friendly team of experts are authorised to offer independent financial advice. We utilise state of the art technology to source the most suitable solution based on "whole of market" research.
Barry Stanley, Practice Principal, is a Certified Financial Planner (CFP) licensed by the Institute of Financial Planning. He is also a member of the Personal Finance Society and, having passed the Advanced Financial Planning Certificate, holds the designation Dip PFS. As a member of both organisations, he is committed to high professional and ethical standards. This commitment includes investing time
Independent Financial Advisers who listen, understand and then provide financial solutions. With all new clients our primary responsibility is to listen. Only when we clearly understand our client?ís current financial situation, as well as their future financial needs and aspirations, are we then in a position to consider the best means of helping to achieve these.