Narrow your Search:

Results sorted by Best Match    Sort by: Distance  Review Volume
> Cleveland
Contributor

71%

MATCH FOR YOU

Refine your search to see better matches

4.8out of 5

Mark Young

More Info
% clients advised in each area  :

Investments

100%

Annuities

42%

Pensions

79%

Insurance & Protection

13%

Later life planning

8%
My purpose is to help people get the life they want in the time they have available. You see, life is not a dress rehearsal and precious time is slipp... Read More
Serves clients with: Over £100k of investable assets or household income
Mark's Average Client more

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

61%

MATCH FOR YOU

Refine your search to see better matches

5.0out of 5

Roger Prest

More Info
Services:  Investments & Savings, Tax Planning, Pension and Retirement
I am married with two children and have been in Financial Services since 1983, working initially for two major insurance companies and joining Wealth ... Read More
Serves clients with: Over £100k of investable assets or household income
Contributor

60%

MATCH FOR YOU

Refine your search to see better matches

5.0out of 5

Tony Byrne

More Info
Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement
I am a Chartered and Certified Financial Planner and author of the book Wealth Magic. I am a former chairman of the Institute of Financial Planning (... Read More
Serves clients with: Over £100k of investable assets or household income
Contributor

55%

MATCH FOR YOU

Refine your search to see better matches

Michael Taylor

More Info
Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children, Annuities
Mike has run a successful IFA practice for the past 10 years with over 30 years in the profession. Appointed MD of Eden in December 2012, Mike brings ... Read More
Serves clients with: Over £100k of investable assets or household income
Contributor

54%

MATCH FOR YOU

Refine your search to see better matches

Jason Somers

More Info
Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Saving for children, Annuities
Since 1991 I have been providing holistic advice to across a wide range of financial areas. My role is to understand exactly what my clients wish to a... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

54%

MATCH FOR YOU

Refine your search to see better matches

Andrew Flowers

More Info
Services:  Investments & Savings
Serves clients with: 

Latest client reviews of Cleveland IFAs

Demonstrates lots of insight and knowledge and is very analytical. Does extensive reasearch into the....s very professional and pragmatic, but surprisingly humane as well. Modest charge - value for money.   Read More
Benjamin AFFUL
Friendly and understanable advice, he knows his stuff and can spot any areas of problem and advise on a course of action but is not pushy in any way.   Read More
Anne Pastuch

Can't find the right Cleveland 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 Cleveland.

Olukayode BamideleScottsdale Consulting Ltd
David WebsterAbercorn Financial Limited
Nigel TaylorAirgead Financial Services Ltd
Stephen CharlesAC Financial Limited
Michael McDonnellPerspective Financial Management Limited
Shabir ValjiInca Financial Associates
Garry GregoryGregory Wealth Management LLP
Looking for a different Independent Financial Advisor (IFA) in Cleveland? Search by name