Martin Holcroft

I am an Independent Financial Adviser in Newport, Monmouthshire.  I have over 40 years’ experience in financial services. Although I’m based in Newport I provide financial advice to clients throughout Gwent, Wales, Dorset, Somerset, Cornwall, Devon and across the Home Counties. I am qualified in most aspects of financial planning, but specialise in dealing in…

Read more

Sylvia Al-Saad

I am an Independent Financial Adviser in Southampton, covering Dorset, Surrey, Hampshire, Sussex and have clients throughout the whole of the UK. I have over 25 years’ experience in the financial services industry and provide an holistic range of financial planning solutions for both private and corporate clients. I specialise in Pension Planning, Investment Planning…

Read more

Frank Orlinski

I am an independent financial adviser in Wetherby, with over 40 years’ experience in the financial services industry helping my clients make the most of their money and achieve their financial goals. I am committed to building and sustaining long-term client relationships based on trust, superior service and the quality of my initial and ongoing…

Read more

Gordon Lowrie

I am an independent financial adviser in Cumbernauld, with over 32 years’ experience in the financial services industry. I offer a bespoke advisory service to individuals and businesses aimed at growth and protecting wealth. Some of my specialties include Retirement, Investment, Protection and Inheritance Tax Planning. I provide a personalised independent financial advice service in…

Read more

Guy Jenkins

I am a Chartered Financial Adviser in Hereford with over 30 years’ experience advising both personal and business clients. As an independent financial adviser (IFA),  I am able to provide financial advise from the whole market across a range of areas including pensions, investments, Inheritance Tax planning, equity release and protection. I work in a…

Read more

Martyn Brown

I am an independent financial adviser in Broadstone with over 27 years’ experience in the financial services industry. My success and wealth of experience has helped me to better understand the needs and goals of my trusted clients. My areas of specialty range from financial protection advice, investments, Inheritance Tax planning, Estate Tax migration and…

Read more

Brian Munroe

I am an independent financial adviser in Bournemouth, Dorset and have worked as a financial adviser for almost 30 years. I have gained a wealth of experience working with both large global financial institutions and smaller regional adviser businesses. My areas of specialty include Retirement Planning, Pensions, Investments and Savings Strategy, Family Protection, Inheritance Tax…

Read more

Luke Sloman

I am an independent financial adviser in Pontypridd and have been working in the financial services industry for over 10 years. My specialist areas include pensions, investments, protection, Inheritance Tax panning and mortgages.  I offer all clients a free, no obligation initial meeting to establish clients needs and objectives. I provide financial advice in Pontypridd…

Read more

Mary Hemingway

I am an independent financial adviser in Coldstream working with clients in Kelso, Berwick upon Tweed and throughout the Scottish Borders.  I have spent nearly 10 years building a reputation for trustworthy financial advice in the Scottish Borders and beyond. I specialise in Pensions, Investments, Protection and Inheritance Tax Planning. I also assist clients in…

Read more

David Harvey

I am an Independent Financial Adviser in Newport, with almost 30 years’ experience. Although I’m based in Newport I provide financial advice to clients throughout Gwent, Wales, the West Country and the Home Counties. I am qualified in most aspects of financial planning, but specialise in dealing in investments, pensions, protection and Inheritance Tax planning.…

Read more

Alistair Woodman

I am an Independent Financial Adviser in Gretna covering Dumfries and Galloway and throughout Cumbria. With 25 years experience I provide financial advice on a wide range of areas specifically Pension advice and retirement planning, Inheritance Tax Planning, and Investment Planning. As an authorised Will Writer I can also offer a Will planning service for…

Read more