A chartered wealth management firm offering independent financial advice & discretionary investment management to private clients & business owners
Contact: Mr Umesh Raj Daswani
Faulkner House, Victoria Street
Independent financial planning advice for retirement and IHT planning, protection & mortgage advice. Voted top 50 UK financial adviser - FT (2018).
Contact: Richard Porter
3 Curo Park
Local Independent Financial Consultant offers protection advice to anyone for insurance products like life cover and business protection.
Contact: Mike Perry
Tel: 01923 274630
Mobile: 07525 846614
5 Beech Hyde Cottages
Hogg End Lane
Providing specialist advice for entrepreneurial businesses, not-for-profit organisations and private individuals. Giving clients a competitive edge.
Contact: Silvia Vitiello
4 Victoria Square
Contact: Chris Platt
45-49 Victoria Street
Wealth managers offering holistic financial advice and investment planning based on sound, reliable and ethical principles.
Contact: Mrs Catherine Habershon