Contact Details

Tel:  01709 291 591
Email: andrew@aeon-ifa.co.uk
Web:  www.aeon-ifa.co.uk

Company Overview

AEON Financial Services Ltd has been advising clients for over 15 years and provides “Advice Every One Needs”, offering unbiased independent financial advice to clients located throughout Yorkshire, Derbyshire and Nottinghamshire. However, we do have clients scattered throughout the UK and welcome all enquiries from any geographical location. We continue to provide ongoing advice and service to clients who have moved away from our immediate locality.

AEON is committed to giving a personal, quality and bespoke advisory service. We provide ongoing cost effective financial solutions to both businesses and individuals with a focus on highest level of service.

Our Core Values are:

• To work together with our clients with a common vision for their future ambitions and dreams
• To be open minded and creative in the solutions we create
• To care for our clients and demonstrate a high level of diligence
• To engage with other professionals, when appropriate, to ensure we create a comprehensive and thorough financial solution
• To liaise, as needed, with your existing accountants, solicitors and other advisers
• To build a successful and profitable business for the future benefit of our clients
• To only engage new advisers who we would happily introduce to our best client
• For our staff and advisers to work for our clients and with the company, rather than for the company
• To make time for our staff
• To share our ideas and work as a team combining our intellectual capacity for the benefit of our clients
• For our consultants to continue to study and enhance their knowledge base

Over the years we have developed various areas of specialism and, whilst we act overall as general practitioners, we provide specialised expert advice from our team of advisers. Many of our clients now deal with more than one of our advisers so that they can benefit from the advice of the most appropriate individual. In particular we have access to specialist advice for:

• Small to medium sized businesses
• The establishment and ongoing suitability of employee benefits, including the provision of private medical cover
• Pre and post retirement planning, including advice on occupational schemes
• Pension sharing on divorce
• Estate planning and inheritance tax mitigation
• Investment advice, including the review of existing and new investment portfolios
• Long Term Care planning
• Trust planning
• Commercial and General Insurance

As independent financial advisers we are able to select the most appropriate products from any company in the market and offer advice tailor-made to suit your own current needs and circumstances. Each client is considered as an individual and we do not provide off-the-shelf solutions.

We are remunerated by way of a combination of fees and commissions, depending on each client’s individual preferences. For new clients there are no obligation or cost implications for an initial meeting and discussion.

Key Services

AEON provides a full range of financial advisory services. Our advisers operate very much within a team environment and it is common for clients to deal with more than one adviser depending on the types of advice that an individual requires.

Our services include advice on:

- Personal pension planning

- Investment planning

- Estate planning

- Individual protection

- Mortgages

- Equity release mortgages

- Corporate protection

- Corporate pensions

- Self invested personal pensions

- Individual private medical insurance plans

- Corporate private medical insurance

- Cash Health plans

- Commercial and General Insurance

The key ingredient to our processes is AEON’s commitment to providing a defined ongoing service contract.

Contact Details

Tel:  01674 676 612
Email: allyv@btinternet.com

Company Overview

Simple friendly advice in the comfort of your own home on a transactional basis or with a view to a long-term relationship, providing ongoing advice as your life circumstances change. Over 50 years experience between the two advisers in our practice.

Key Services

• Pension Planning
• Investment Planning
• Protection Planning including Life and Critical Illness
• Tax Planning

Contact Details

Tel:  0207 1291 083
Email: contact@wisifa.co.uk
Web: www.wisifa.co.uk

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Company Overview

We provide Independent advice to both private and corporate clients. Simple, clear explanations face to face enable us to outline recommendations in a simplified manner. We manage individual clients investments and pensions through recommending specific asset allocations to take advantage of current market conditions. Decisions are made without following the crowd, but based upon careful consideration of the facts.

We use specialist technical software to analyse portfolio risk and maintain selected risk categories ongoing. This is particularly important during these market conditions. By adopting a personalised asset allocation our clients benefit from close adviser contact and regular changes to the underlying assets as and when necessary and not just upon regular valuations. This proactive approach is applied across all clients investments including ISA’s, Pensions and Inheritance Tax schemes.

We can advise on existing investments, inheritance tax planning, pensions and all aspects of financial planning. We will happily cover the cost of any initial meeting so you have the opportunity to see how we operate and whether you like our approach. Following this meeting, if you would like our advice, we will agree a reasonable fee with you for the time involved in researching the advice and compiling our thorough report. This fee can vary depending on the complexity of the report, but unlike many advisers it is not based upon a percentage of your investment. In charging a flat fee for the specific time involved,irrespective of the investment amount being considered, all our clients are being treated fairly. Our ongoing income is linked to the value of our clients investments and as such when our clients lose money, so do we. Winchester Investment Solutions Limited is authorised and regulated by the Financial Services Authority. FSA No 498988

Key Services

• Pension Planning
• Investment Planning
• Protection Planning including Life and Critical Illness
• Tax Planning
• Holistic Financial Planning

Contact Details

Tel:  0207 1291 083
Email: contact@wisifa.co.uk
Web: www.wisifa.co.uk

Follow us on Twitter

Follow us on LinkedIn

Company Overview

We provide Independent advice to both private and corporate clients. Simple, clear explanations face to face enable us to outline recommendations in a simplified manner. We manage individual clients investments and pensions through recommending specific asset allocations to take advantage of current market conditions. Decisions are made without following the crowd, but based upon careful consideration of the facts.

We use specialist technical software to analyse portfolio risk and maintain selected risk categories ongoing. This is particularly important during these market conditions. By adopting a personalised asset allocation our clients benefit from close adviser contact and regular changes to the underlying assets as and when necessary and not just upon regular valuations. This proactive approach is applied across all clients investments including ISA’s, Pensions and Inheritance Tax schemes.

We can advise on existing investments, inheritance tax planning, pensions and all aspects of financial planning. We will happily cover the cost of any initial meeting so you have the opportunity to see how we operate and whether you like our approach. Following this meeting, if you would like our advice, we will agree a reasonable fee with you for the time involved in researching the advice and compiling our thorough report. This fee can vary depending on the complexity of the report, but unlike many advisers it is not based upon a percentage of your investment. In charging a flat fee for the specific time involved,irrespective of the investment amount being considered, all our clients are being treated fairly. Our ongoing income is linked to the value of our clients investments and as such when our clients lose money, so do we. Winchester Investment Solutions Limited is authorised and regulated by the Financial Services Authority. FSA No 498988

Key Services

• Pension Planning
• Investment Planning
• Protection Planning including Life and Critical Illness
• Tax Planning
• Holistic Financial Planning

Contact Details

Tel:  07570 797 879
Email: colin.greacen@mapfinances.co.uk
Web: www.mapfinances.co.uk/colingreacen
LinkedIn: www.linkedin.com/profile/view?id=79571693&trk=tab_pro 

Company Overview

With almost twenty years experience, I joined Money Advice &; Planning who are a Financial Planning &; Accountancy Firm, after a long career providing financial advice to clients of two major High Street Banks, The Royal Bank of Scotland Group and The Clydesdale Bank.

As an Independent Financial Adviser I have access to the whole of the market to ensure my client’s receive cheaper Protection policy premiums and lower charges through top performing Pensions &; Investments. Along with other professional qualifications, I hold the Diploma in Financial Planning which makes me fully compliant with the new professional advice regulations introduced by the Financial Services Authority (FSA) on 1 January 2013 as part of the Retail Distribution Review (RDR).

Specialties: Providing holistic Independent Financial Advice to my clients specialising in Tax Planning, Pension Planning, Investments, Protection &; Business Financial Planning. After meeting with my clients, a full written report is produced specific to individual circumstances detailing my advice. My services can be remunerated by commission, fee or a combination of the two, dependent upon the individual client’s needs and circumstances

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Testimonials

“I would have no problem in recommending the services you provided. I found you clear and concise in your explanations and willing to listen to what I wanted i.e. not just what you wanted to sell. You were committed to my interests and followed each one through to its natural conclusion. An excellent service all round. I would most assuredly contact you in the future if there was any further financial activities I wished to pursue or invest in.” Mr Brown (Glasgow)

“Colin is a great IFA and thanks to being an impartial advisor you can be sure to get the best deal from the whole market. He is extremely knowledgeable and very keen to give a great service. I am delighted with all the effort and care he took in reviewing my portfolio. Thanks Colin!” Mr Carbiner (Glasgow)

Key Services

• Pension Planning
• Investment Planning
• Protection Planning including Life and Critical Illness
• Tax Planning
• Holistic Financial Planning

Money Advice & Planning Ltd FSA No. 489927

Contact Details

Tel:  0207 648 4930 or 07525 901 201
Email: trevor.garson@lothburygroup.co.uk
Web: www.lothburywealthmanagement.co.uk

Company Overview

Independent Financial Planners work their with clients, whether they are individuals, companies or trustees, to help them achieve their financial goals and objectives, both now and in the future. This would typically involve the drafting and implementation of a bespoke Financial Plan which is then reviewed on a regular basis.

Lothbury Wealth Management is an Independent Financial Planning company whose core proposition is a Full Financial Planning Service. The focus of our business is based on face to face advice and high level client/adviser interaction and financial cash flow modelling and analysis.

The cost of our advice is clear and transparent and does not rely on us selling a policy or investment. We will only recommend a new contract for you if doing so brings a clear benefit to you and moves you closer to achieving your financial objectives.

Our business was established in October 2009 with the aim of providing high quality, well researched and unbiased financial planning to individuals, small businesses and Trustees.

The “Lothbury Group” consists of 2 advisory firms, Lothbury Wealth Management Limited and Lothbury Pendil Financial Services Limited as well as a third party administration firm, Lothbury Paraplanning Services Limited.

The name Lothbury comes from the name of a road that runs alongside the Bank of England in the City of London. The road today is the host of a number of offices and a church, St Margaret’s at Lothbury, however in medieval times it was the home to coppersmiths producing among other items, candlesticks and large copper dishes.

The logo of Lothbury Wealth Management Limited draws on this heritage. Whoever your main contact is in the Lothbury Group, you will benefit from the knowledge and experience of a team of highly qualified and experienced individuals with an average of over 20 years in the Financial Services industry.

Key Services

• Pension Planning
• Investment Planning
• Protection Planning including Life and Critical Illness
• Holistic Financial Planning

Lothbury Wealth Management Limited is an Appointed Representative of TenetConnect  Limited which is authorised and regulated by the Financial Services Authority

Contact Details

Tel:  0207 648 4930 or 07525 901 201
Email: trevor.garson@lothburygroup.co.uk
Web: www.lothburywealthmanagement.co.uk

Company Overview

Independent Financial Planners work their with clients, whether they are individuals, companies or trustees, to help them achieve their financial goals and objectives, both now and in the future. This would typically involve the drafting and implementation of a bespoke Financial Plan which is then reviewed on a regular basis.

Lothbury Wealth Management is an Independent Financial Planning company whose core proposition is a Full Financial Planning Service. The focus of our business is based on face to face advice and high level client/adviser interaction and financial cash flow modelling and analysis.

The cost of our advice is clear and transparent and does not rely on us selling a policy or investment. We will only recommend a new contract for you if doing so brings a clear benefit to you and moves you closer to achieving your financial objectives.

Our business was established in October 2009 with the aim of providing high quality, well researched and unbiased financial planning to individuals, small businesses and Trustees.

The “Lothbury Group” consists of 2 advisory firms, Lothbury Wealth Management Limited and Lothbury Pendil Financial Services Limited as well as a third party administration firm, Lothbury Paraplanning Services Limited.

The name Lothbury comes from the name of a road that runs alongside the Bank of England in the City of London. The road today is the host of a number of offices and a church, St Margaret’s at Lothbury, however in medieval times it was the home to coppersmiths producing among other items, candlesticks and large copper dishes.

The logo of Lothbury Wealth Management Limited draws on this heritage. Whoever your main contact is in the Lothbury Group, you will benefit from the knowledge and experience of a team of highly qualified and experienced individuals with an average of over 20 years in the Financial Services industry.

Key Services

• Pension Planning
• Investment Planning
• Protection Planning including Life and Critical Illness
• Holistic Financial Planning

Lothbury Wealth Management Limited is an Appointed Representative of TenetConnect  Limited which is authorised and regulated by the Financial Services Authority

Contact Details

Tel:  01243 550 030 or 07525 901 201
Email: trevor.garson@lothburygroup.co.uk
Web: www.lothburywealthmanagement.co.uk

Company Overview

Independent Financial Planners work their with clients, whether they are individuals, companies or trustees, to help them achieve their financial goals and objectives, both now and in the future. This would typically involve the drafting and implementation of a bespoke Financial Plan which is then reviewed on a regular basis.

Lothbury Wealth Management is an Independent Financial Planning company whose core proposition is a Full Financial Planning Service. The focus of our business is based on face to face advice and high level client/adviser interaction and financial cash flow modelling and analysis.

The cost of our advice is clear and transparent and does not rely on us selling a policy or investment. We will only recommend a new contract for you if doing so brings a clear benefit to you and moves you closer to achieving your financial objectives.

Our business was established in October 2009 with the aim of providing high quality, well researched and unbiased financial planning to individuals, small businesses and Trustees.

The “Lothbury Group” consists of 2 advisory firms, Lothbury Wealth Management Limited and Lothbury Pendil Financial Services Limited as well as a third party administration firm, Lothbury Paraplanning Services Limited.

The name Lothbury comes from the name of a road that runs alongside the Bank of England in the City of London. The road today is the host of a number of offices and a church, St Margaret’s at Lothbury, however in medieval times it was the home to coppersmiths producing among other items, candlesticks and large copper dishes.

The logo of Lothbury Wealth Management Limited draws on this heritage. Whoever your main contact is in the Lothbury Group, you will benefit from the knowledge and experience of a team of highly qualified and experienced individuals with an average of over 20 years in the Financial Services industry.

Key Services

• Pension Planning
• Investment Planning
• Protection Planning including Life and Critical Illness
• Holistic Financial Planning

Lothbury Wealth Management Limited is an Appointed Representative of TenetConnect  Limited which is authorised and regulated by the Financial Services Authority

Contact Details

Tel: 01142 180 661
Email: dkeyworth@townandcountrypf.com
Web: www.townandcountrypf.com

Company Overview

Town and Country Private Finance offer financial planning advice to both individuals and companies across much of the UK. With offices in Sheffield, Buckinghamshire and Sussex, Town and Country PF pride themselves on being able to take a personal approach with each customer, putting in the time and effort needed to fully understand each client’s individual needs, wants and aspirations before working with them to develop an achievable financial plan that is easy to implement. As independent advisors, our clients will benefit from us being able to offer advice on a range of products and services from the whole market. Whether you need investment advice, retirement planning, care fees planning, inheritance tax planning or want to simply reduce costs, we have many years of experience in finding the most suitable solution for that will work for you.

Key Services

• Pension Planning
• Investment Planning
• Mortgages
• Protection Planning including Life and Critical Illness
• Holistic Financial Planning

Town & Country Private Finance LTD are authorised and regulated by the Financial Services Authority 

Contact Details

Tel: 01462815095
Email: info@moresults.co.uk
Web: www.cogentfinancialplanning.co.uk

Company Overview

Cogent Financial Planning Ltd is a local business based within Herts, Beds and Bucks area. We offer unbiased and fully independent advice on mortgages and associated protection, such as life and critical illness insurance. Equity Release is an area in which we are specialists. We also have an IFA practice within the firm dealing with pensions and investments for business and the individual.

Key Services

• Pension Planning
• Investment Planning
• Mortgages
• Protection Planning including Life and Critical Illness
• Equity Release
• Business Protection

Cogent Financial Planning is authorised and regulated by the Financial Services Authority