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Traditional values such as service and integrity form the cornerstone of the Jean Lamb Wealth Consultancy. I firmly believe in putting you, my clients, first and in building a strong and lasting relationship with you as your trusted adviser.
Financial Planning is not the end but only the means to the end. It's tragic when some people have spent years climbing up their ladder only to find that it's leaning against the wrong wall! Time must be given to working out what you want out of life and only then can financial planning really help you and give you real value.
We are a firm of independent financial advisers based in the West Midlands. The firm’s roots can be traced back to 1999 when the current Managing Partner started in business as an IFA offering specialist independent financial advice to medical professionals.
Fresh Finance Group are able to provide you with an easy no obligation service to help you reassess your financial needs such as your mortgage & protection arrangements. All you need to do is to enter your details on the form to the right and then submit it to us so that one of our experienced advisers can talk to you about your needs.
Nigel was invited to join the prestigious St. James's Place Wealth Management business in 2016 after managing his own Independent Financial Advice practice for 15 years.
Everyday we help busy, successful people achieve financial success Kingswood Group is an integrated wealth planning and investment management company. We combine the craft of investment management with personalised strategies for financial wellbeing.
As professional Independent Financial Advisers, we specialise in giving advice to clients on a wide range of financial matters. We are able to give clear, easy to understand advice to meet your objectives.
We are Chartered whole of market advisers and can advise on the whole of the financial market. Our specialities include business advice, retirement and pensions advice, Immediate needs annuities, wealth management, later life and care fee funding.
Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust.
At Caboodle we believe in making financial services easy to understand. Our range of products and services mean you don`t need to shop around…………you can let our experts do the work for you!