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0333 002 0152 Send Enquiry
Michael Hayes
Michael Hayes Hayes Financial Planning Limited - Owner Investment & Wealth Manager
Expertise:
  • Inheritance Tax Planning
  • Wealth Management
  • Mortgage & Protection Advice
  • Pension Transfers
  • Pensions
  • Investment
  • Pensions on Divorce
  • ISA's
  • Testimonials (12)
  • Postings (3)
Andrew Horne
Andrew Horne Continuum Financial Services - Partner Investment & Wealth Manager
Expertise:
  • Employee Benefits
  • Business & Finance
  • Financial Wellbeing
  • Exit Planning
  • Death in Service
  • Group Pension Schemes
  • Sharehoder Protection
  • key person insurance
  • Loan Protection
  • Relevant Life Insurance
  • Financal services
  • Financial advice for directors
  • Financial Advice
  • Corporate
  • Corporate Advice
  • workplace
  • Workplace Pension Schemes
  • Employee Retention
  • Employee Recruitment
  • Pension Auto Enrolment
  • Employee Absence
  • Group Life
  • group medical
  • Group Benefits
  • Testimonials (4)
Matthew Brodie
Matthew Brodie Middleton Private Capital - Investment Advisor Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Investment
  • ISA's
  • investment planning
  • Portfolio Management
  • shares
  • Fixed income
  • Derivatives
  • Investment Management
  • SIPPs
  • Postings (6)
Kostas Stylios LLB LLM CeMAP DipFA
Kostas Stylios LLB LLM CeMAP DipFA Creative Financial Management - Financial & Mortgage Adviser Investment & Wealth Manager
Expertise:
  • Tax Efficient Investments
  • Finance
  • Pension Advice
  • ISAs
  • Protecting your family
  • Inheritance Tax Planning
Sean Kelly
Sean Kelly Akrido Digital Assets - Managing Director Investment & Wealth Manager
Expertise:
  • bitcoin
  • CRYPTOCURRENCY
  • investing
  • Wealth Accumulation
  • Pension
  • trading
  • Testimonials (1)
  • Postings (2)
Justin Gorham
Justin Gorham Life Planning Ltd - Managing Director & Chartered Private Wealth Planner Investment & Wealth Manager
Expertise:
  • Retirement Planning
  • Wealth Management
  • investment planning
  • Pensions on Divorce
  • ISA's
  • Pensions
  • Inheritance Tax Planning
  • family protection
  • Postings (8)
Gareth Munn CFSI
Gareth Munn CFSI Private Label Wealth - Wealth Manager Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Pension advice & transfers
  • INvestment management
  • Protection and Insurance
  • Foreign Exchange Hedging
  • Mortgage
  • cashflow modelling
  • Financial advice for directors
  • Personal Tax
  • business advice
  • Exit planning and strategy
  • Inheritance Tax IHT
  • Estate planning; Wills; LPA’s;
  • Postings (8)
Phil Waddell
Phil Waddell Clarence Place Wealth Management - Financial Planner Investment & Wealth Manager
Expertise:
  • Pension advice & transfers
  • Investment Advice
  • ISA
  • Inheritance Tax Planning
  • VCT & EIS
  • protecting your assets
  • Protecting your business
  • Protecting your family
  • Protecting Your Livelihood
  • Tax and Tax Planning
  • Financial Planning
  • Cash Flow Forecasting
  • Postings (2)
William Martin
William Martin Southover Wealth - Managing Director Investment & Wealth Manager
Expertise:
  • Pension Auto Enrolment
  • Pension Consolidation
  • Pension Planning
  • pension review
  • Investment Planning
  • Investment Advice
  • INvestment management
  • Financial Advice
  • Financial Planning
  • Business Owner
  • Inheritance Tax Planning
  • Profit Extraction Strategies
  • Life & Medical Insurance
  • Employee Benefits
  • Death in work insurance
  • Income Protection
  • Critical illness cover
  • shareholder protection
  • Keyperson
  • ISA
  • Capital Gains Tax
  • Portfolio Management
  • Wealth Management
  • Pensions on Divorce
  • family protection
Laura Pearson APFS Certs CII (MP ER)
Laura Pearson APFS Certs CII (MP ER) Storeton Rose Financial Planning - Chartered Financial Planner Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Inheritance Tax Planning
  • Income Protection
  • Pensions
  • Pension Transfers
  • investment planning
  • ISA's
  • Investment
  • family protection
  • Mortgage
Julian Vydelingum FPFS, Chartered MCSI
Julian Vydelingum FPFS, Chartered MCSI Evelyn Partners - Director, Financial Planning Investment & Wealth Manager
Expertise:
  • Pensions advice
  • Pensions for Directors
  • Pensions on Divorce
  • Pension advice & transfers
  • Financial Planning
  • Estate planning
  • Invesment Planning
  • cashflow modelling
  • Protecting your family
  • protecting your assets
  • Protecting Your Livelihood
  • Protecting your business

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