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0333 002 0152 Send Enquiry
Adam Gilmore
Adam Gilmore 2Plan Wealth Management Ltd - Adam Gilmore - Independent Financial Adviser Investment & Wealth Manager
Expertise:
  • Financial Planning
  • Pension Planning
  • Inheritance Tax Planning
  • Financial protection
  • Cash Flow Forecasting
  • Investment Planning
  • Pension Consolidation
  • Pension Advice
  • Pension contribution
  • Pension Sharing
  • Investment Bonds
  • Investment Advice
  • Financial Advice
  • IHT and Estate Planning
  • IHT
  • Inheritance Tax IHT
  • ISAs
  • Stocks and shares ISA
  • personal pensions
  • SIPPs
  • Income Protection
  • Wealth Accumulation
  • Wealth Management
  • Wealth Preservation and Growth
  • Postings (3)
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 Nolan
Sean Nolan Kingsford Wealth Management - Associate Partner Investment & Wealth Manager
Expertise:
  • Wealth Management
  • Financial Advice
  • Financial Planning
  • Cash flow modelling
  • Finance
  • Financal services
  • Financial & insuranceservices
  • Pension
  • Pension Advice
  • Investment
  • Invesment Planning
  • INvestment management
  • Investment Advice
  • Pension Planning
  • Pension Auto Enrolment
  • Business Financial Advice
  • Retirement & Pension Planning
  • Financial Education
  • Financial Education seminars
  • Tax Planning
  • Protection
  • Postings (6)
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)
Betul Cuninghame
Betul Cuninghame 2Plan Wealth Management Ltd - Adam Gilmore - Chartered Financial Planner Investment & Wealth Manager
Expertise:
  • Pensions
  • Pension Advice
  • Pension Consolidation
  • Pension Planning
  • Pension Transfers
  • Pensions on Divorce
  • Investment Planning
  • Investment Advice
  • Income Protection
  • Life Protection
  • ISA's
  • Inheritance Tax Planning
  • Mortgage Advice
  • Equity Release
  • ISAs
  • Critical illness cover
  • Employee Benefits
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
Frederick Plugge
Frederick Plugge BlackFin Wealth Management - Independant Financial Adviser Investment & Wealth Manager
Expertise:
  • Inheritance Tax Planning
  • Income Protection
  • family protection
  • ISA's
  • investment planning
  • Wealth Management
  • Pensions
  • Investment
  • Pension Transfers
  • VCT & EIS
  • Pensions on Divorce
  • Risk and Compliance
  • Corporate & personal taxation
  • tax
  • Tax Allowances
  • Tax and Accounting
  • HMRC
  • Pension Advice
  • Pension contribution
  • Trusts & Estate Planning
  • Trust Planning
  • Cash flow modelling
  • Retirement
  • Retirement Plans
  • Retirement & Pension Planning
  • Retirement Advice
  • Family Business
  • Family Business Advice
  • Financial Services
  • Financial Advice
  • Saving money
  • ISA contributions
  • ISA investments
  • ISAs
  • ISA
  • Business & Personal Tax
  • vct (venture capital trusts)
  • Investment Planning
  • Investment Growth
Ben Williams
Ben Williams Ben Williams Financial Planning - Principal Partner Investment & Wealth Manager
Expertise:
  • Specialist Insurance
  • Financial protection
  • Health Insurance
  • Life & Medical Insurance
  • Mortgage & Protection Advice
  • Mortgage Advice
  • Managing Cash and Borrowings
  • Investments
  • Retirements
  • Trusts & Estate Planning
  • Pensions on Divorce
  • Pension Consolidation
  • Pension advice & transfers
  • Pension Advice
  • Retirement & Pension Planning
  • Investment Planning
  • intergenerational planning
  • Inheritance Tax Planning
  • Inheritance Tax IHT
  • Wealth Preservation and Growth
  • Wealth Management
  • Financial Advice
  • Financial Adviser
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
Steve White
Steve White McMillan Wealth Consultants - Financial ad Investment & Wealth Manager
Expertise:
  • Pension advice & transfers
  • Mortgage Advice
  • Protecting your family
  • investing
  • Pension Consolidation
  • Pension Advice
  • Pension Transfers
  • Pension Planning
Stacey Morris
Stacey Morris Blackfin Independent Wealth LLP - Director Investment & Wealth Manager
Expertise:
  • Inheritance Tax Planning
  • Income Protection
  • ISA's
  • investment planning
  • Wealth Management
  • Pensions
  • Investment
  • Pension Transfers
  • Pensions on Divorce
  • Risk and Compliance
  • Corporate & personal taxation
  • tax
  • Tax Allowances
  • Tax and Accounting
  • HMRC
  • Pension Advice
  • Pension contribution
  • Trusts & Estate Planning
  • Trust Planning
  • Cash flow modelling
  • Retirement
  • Retirement Plans
  • Retirement & Pension Planning
  • Retirement Advice
  • Family Business
  • Family Business Advice
  • Financal services
  • Finacial advice
  • Final Salary Pension Transfers
  • Saving money for businesses
  • Saving money
  • ISA contributions
  • ISA investments
  • ISAs
  • ISA
  • Business & Personal Tax
  • vct (venture capital trusts)
  • VCT & EIS
  • SEIS Share Schemes
  • Women empowerment

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Ian Rex-Hawkes
Ian Rex-Hawkes Aegis Financial Consulting - Owner Investment & Wealth Manager
Expertise:
  • Inheritance Tax Planning
  • Inheritance Tax Stratagies
  • Wealth Management
  • Financial Planning
  • Financial Advice
  • Investment Planning
  • Investment Advice
  • Pension Advice
  • Pension advice & transfers
  • Pension Claims from Divorce
  • Pensions on Divorce
  • Pension Transfers
  • Pension contribution
  • annuity purchase
  • pension income
  • ISA
  • ISA investments
  • ISA contributions
  • Life Assurance
  • Life Insurance
  • Critical illness cover
  • Income Protection
  • Key Person Protection
  • shareholder protection
  • Postings (1)

Seeking an Investment & Wealth Manager?

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0333 002 0152
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