Welcome to JM Independent Financial Advisers (IFA) Ltd. If an adviser says they are independent, their advice must be: based upon a thorough analysis of the market impartial, Pension Transfers Edinburgh without impact from product companies Some advisors make use of systems, which are on the internet services that feature a variety of financial investments in one place.
Richard provides holistic financial planning to high net worth clients and has extensive knowledge and experience in advising clients on: their pensions and meeting specific retirement objectives; structuring investments to maximise tax efficiency; protecting themselves and their families in the event of death or long-term illness; estate planning and the mitigation of inheritance tax.
We’ll listen carefully to you and you can be confident that we will provide the best available ‘one off’ regulated product or solution if that is what you require, alternatively we can provide you with the ongoing clarity and reassurance of regular financial reviews and longer term pension planning, saving or investing.
Kindar is one of a relatively small number of advisers in the UK to hold both the Chartered Financial Planner designation from the Personal Finance Society and the internationally recognised Certified Financial Planner Certification from the Chartered Institute for Securities and Investment.
Martyn, I agree that ‘Protected Rights’ transfers whereby ‘Advice’ is compulsory, ought to have a standard ‘menu’ of rates and then it is up to the adviser to decide whether to ‘discount’ or not depending on the complexity, value and expected time to be spent.
More than 15 years later, having advised clients on behalf of a number of different organisations and having attained Chartered Financial Planner status, Nick came to the conclusion that the best way he could deploy his knowledge, experience and the commitment to his profession was to set up his own company.
I have been quoted £6k upfront costs plus 1% annual charge, which cannot be avoided as the IFA is obliged to provide post transfer investment advice for my benefit”. James delivers independent holistic financial planning to high net worth individuals and their families in order for them to meet their objectives in a tax-efficient manner.
Fixed fee per service: These fees are charged each time you go to the adviser for different ‘projects’, such as consolidating your pensions, or investing. Bruce has worked with large Financial Institutions and has many years experience in Sales Management Roles.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Investment, Pension and Wealth Management sectors. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
You could be focused on estate planning, tax efficiency or growing your investments and pensions to support your lifestyle. At Rowanbank Financial Consultants, we provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure.
We pride ourselves on building trusted, long-term relationships with clients – only by doing so can we truly understand our clients’ immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve. Andy holds Diplomas in Financial Planning and Regulated Financial Planning, and is aiming to complete his Level 6 chartered qualification this year.
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