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0333 002 0152 Send Enquiry
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)
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)
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
Anish Patel
Anish Patel Anish Patel Wealth Management - Director Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Pensions
  • family protection
  • Pension Transfers
  • Pensions on Divorce
  • investment planning
  • ISA's
  • Investment
  • Income Protection
  • Inheritance Tax Planning
Ben Chapman
Ben Chapman Ben Chapman Wealth Management - Chartered Financial Planner Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Retirement Planning
  • Investment Planning
  • Inheritance Tax Planning
  • Protection
  • Cash flow modelling
  • Pensions
  • ISAs
  • intergenerational planning
  • Income Protection
  • Retirement & Pension Planning
  • Cash Flow Planning
  • Unit trusts
  • Estate tax planning
  • Investment Bonds
  • Life & Medical Insurance
  • Financial Advice
  • Wealth Preservation and Growth
  • Retirement Options
  • income tax
  • Financial Adviser
  • Postings (39)
David S Shepherd
David S Shepherd Morrison Wealth Management Ltd - Financial Planner/ Wealth Manager Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Inheritance Tax Planning
  • investment planning
  • ISA's
  • Pensions
  • Investment
  • family protection
  • Pension Transfers
  • Income Generation
  • Trusts
  • Pension Consolidation
  • School planning
  • Mortgage & Protection Advice
  • Postings (13)
Nadia Khan DipPFS Cert CII (MP)
Nadia Khan DipPFS Cert CII (MP) Fairstone Financial Management LTD - Independent Financial and Mortgage Adviser Investment & Wealth Manager
Expertise:
  • Advice
  • Financial Services
  • Financial Advice
  • Financial Adviser
  • Retirement Planning
  • Retirement Advice
  • Retirement & Pension Planning
  • Estate planning
  • Estate tax planning
  • Trust Planning
  • Trusts & Estate Planning
  • Corporate Advice
  • Auto Enrolment
  • Workplace Pension Schemes
  • Business Planning
  • Business Protection
  • Individual Pension Schemes
  • Investment Advice
  • Investment Planning
  • Mortgage adviser
  • Mortgage Advice
  • Mortgage & Protection Advice
  • Life cover
  • Critical Illness Insurance
  • Relevant Life Insurance
  • Death in work insurance
  • Private Medical Insurance
  • Income Protection
  • Corporate Protection
  • Long term planning
  • Advice & Guidance
  • children protection
  • Corporate benefits
  • Investment Bonds
  • Onshore and offshore Bonds
  • Buy to Let mortgages
  • Remortgages
  • Residential
  • commercial and residential
  • Postings (185)
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
Neilesh Desai
Neilesh Desai SKR Wealth Management Ltd (Associate Partner Practice of St. James's Place Wealth Management) - SKR Wealth Management Ltd, Director Investment & Wealth Manager
Expertise:
  • Pension Transfers
  • Pension Consolidation
  • Pensions
  • Pension Advice
  • Invesment Planning
  • Wealth Management
  • Protection
  • Inheritance Tax Planning
  • Legacy and Succession Planning
  • Life and Health Protection
  • Critical Illness Insurance
  • Income Protection
  • Mortgage & Protection Advice
  • ISA
  • Unit trusts
  • Pensions on Divorce
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
James Wilson
James Wilson Financial Lifestyle Management - Adviser Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Tax Planning
  • Pension Planning
  • Pensions for Directors
  • Investment
  • VCT & EIS
  • Corporate Investment
  • Inheritance Tax Planning
  • Pension Transfers
  • Postings (7)
India Lanyon
India Lanyon Pantheon Wealth Partners - Financial Advisor Investment & Wealth Manager
Expertise:
  • Tax Planning
  • Investment Management
  • ISA
  • Pensions
  • Investment Bonds
  • Unit trusts
  • Inheritance Tax Planning

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