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Contributor

79%

MATCH FOR YOU

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4.7out of 5

Dhan Sharma

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% clients advised in each area  :

Investments

89%

Annuities

33%

Pensions

61%

Insurance & Protection

11%

Later life planning

11%
I have been a practicing adviser for over 20 years and help private clients and other professional advisers (solicitors & accountants) navigate their ... Read More
Serves clients with: Over £250k of investable assets or household income
Dhan's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

76%

MATCH FOR YOU

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4.9out of 5

James Mercer

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% clients advised in each area  :

Investments

31%

Pensions

13%

Insurance & Protection

19%
I am able to source products and funds from the whole of the market and aim to build long lasting professional, trusting relationships with clients an... Read More
Serves clients with: Over £100k of investable assets or household income
James's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

75%

MATCH FOR YOU

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4.8out of 5

Jason Witcombe

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% clients advised in each area  :

Investments

85%

Pensions

69%

Insurance & Protection

15%

Later life planning

15%
I'm a Chartered Financial Planner at Evolve Financial Planning. Our aim is to provide our clients with peace of mind by creating a personalised Financ... Read More
Serves clients with: Over £100k of investable assets or household income
Jason's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

72%

MATCH FOR YOU

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4.7out of 5

Colin Caulfield

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% clients advised in each area  :

Investments

79%

Annuities

14%

Pensions

86%

Insurance & Protection

14%
Colin joined Mantle Financial Planning in 2000 as Technical Manager. As well as achieving Certified status he was also one of the first 300 in the co... Read More
Serves clients with: Over £50k of investable assets or household income
Colin's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

72%

MATCH FOR YOU

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4.9out of 5

Ian Green

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% clients advised in each area  :

Investments

82%

Annuities

12%

Pensions

78%

Insurance & Protection

29%
Financial Planner, Husband, Dad, Son. I have been a financial planner since 1995. Mine is a personal service for a limited number of clients. My view ... Read More
Serves clients with: Over £250k of investable assets or household income
Ian's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

72%

MATCH FOR YOU

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4.7out of 5

Cleona Lira

More Info
% clients advised in each area  :

Investments

75%

Annuities

6%

Pensions

50%

Insurance & Protection

56%
Passionate about providing ethical Financial Planning. I am committed to providing Independent advice in a personal, professional manner by listening ... Read More
Serves clients with: Any level of wealth
Cleona's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Bromley IFAs

My advisor keeps me fully updated and informed of all necessary and recommended changes to my invest....s very patient and explains matters in layman's terms for me and I have complete confidence in him.    Read More
Amanda Erian
He listens carefully and acts prudently, having firstly considered all the options available and dis....whatever is being proposed. He arranges meetings to suit my conveniance and always arrives on time.    Read More
Gordon Boyd

Can't find the right Bromley IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Bromley.

Steve KelleyHorton Kirby Financial Services Ltd
Cyril KieldsenKieldsen McLean Financial Services
John SearFoysguard Investments Limited
Iain LambertChaldon Fox Associates Ltd
Roderick SachsGill Noble & Company Limited
Kevin ThorntonCamberford Law Plc
Barry MeloyM.C. Associates
Looking for a different Independent Financial Advisor (IFA) in Bromley? Search by name