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IAM Financial is an established financial planning firm offering financial advice to our clients. Advice is given on a wide range of specialist services, with our core business being Wealth Management. We believe in putting the client first, establishing long-term relationships built around trust and honesty while providing a first class service.
Jo Dawson — I recently met with Josh Lewis, first zoom and then in person. He has been extremely helpful and ensured that I clearly understood
Lowndes Halsden offers independent wealth advice and investment management services to private individuals and businesses. We provide a wide range of independent financial services incorporating investment portfolios, tax-efficient income, capital security, retirement planning, tax planning, pensions, mortgages and various insurances. Our business is derived from a healthy bank of existing clients
Sophie Edwards — My partner and I have found Lowndes Halsden an incredibly helpful and trustworthy company to deal with for our investments
We are a firm of Independent Financial Advisers and offer a free initial consultation. We specialise in: -Pensions -Investments - Inheritance Tax Planning -Business Protection - Life Assurance/ Income Protection.
Louise — Paul is a very professional advisor and I would highly recommend him. He always listens and gives great advice. He is always
We are a small financial consultancy based in West Wales helping clients to make informed financial decisions by providing clear and straightforward financial planning recommendations. You will expect a superlative service from us, built on care and attention to detail, and you will appreciate the professional focus that is brought to your financial affairs. You will also be seeking a close working
Laurel Court Associates Ltd comprises of a team of Professional Independent Financial Advisers and mortgage planners, authorised to deal on a wide range of financial advice With an open and honest approach, we believe that financial advice need not be overly complicated, leaving you to consider the important factors in your life.
David Billington — I have taken advice from Laurel Court Associates for many years and their service has always been 100% professional and solid
The Abram Partnership is one of the UK's leaders in creating tax shelters for Individuals and Company owners. Our reputation is built on profound, specialist knowledge, together with an uncompromising quality of advice, integrity and service. With over 45 years experience between them within the financial services profession, Ken Abram and Martin Greenwood are chosen by many business entrepreneurs
Dean Goff — I'm very happy with the service I received from Chris H at Abram Partnership. Chris is both professional and approachable
Truly independent, we'll help your financial status with whole of market products and advice. We listen to your needs and offer clear, no-jargon financial planning advice. We're authorised to deal with many forms of financial services and specialise in giving advice to clients on a wide range of subjects to assist with your personal and corporate financial planning.
I am completely geared-up to provide a fast and efficient remote service. From your point of view, dealing with me will be very convenient, as you will not have to leave 'the comfort of your own home'. If you plan on buying a home, perhaps have a fixed rate mortgage deal coming to an end, or just need some mortgage advice, I would be delighted to help.
Pete Ashton — I just wanted to acknowledge the great help that Dave has given to myself and my partner. He's gone out of his way to clear
Whether you're seeking to retire early, purchase that first home or simply take control of your finances, Niche IFA offers independent fixed fee financial advice tailored to your situation. No matter what stage you are at in your professional sports career, Niche Sports can provide you with specialist independent financial advice to help you take control of your financial situation.
David Whetter — Niche have managed a relatively small investment sum for me over the last 3 and half years. The market has fluctuated significantly
At amifa.com we want to help you manage your lifestyle and business efficiently allowing you plenty of time to enjoy your life and reap the rewards you richly deserve! So take a few moments and browse our site to discover the services we offer. We also offer Generic Financial Advice (GFA) so why not discuss your financial concerns with us? Your first consultation is free!
Martina Gildea — Have had brilliant service for many years. Always have work done efficiently and punctually at a great price. Very helpful