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> Doncaster
Contributor

61%

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5.0out of 5

David Patrickson

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Services:  Investments & Savings, Tax Planning, Pension and Retirement, Equity Release, Saving for children, Mortgages
David Patrickson has been in the financial services industry for over 25 years and is the only Chartered AND Certified financial planner in Doncaster.... Read More
Serves clients with: Over £100k of investable assets or household income
Contributor

60%

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4.5out of 5

Brian Butcher

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Services:  General Financial Planning, Investments & Savings, Pension and Retirement, Offshore investing, Annuities
As the author of '10 steps to Financial Success' I specialise in taking clients through a comprehensive 10 step wealth management program that helps y... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

57%

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4.9out of 5

Andrew Woolhouse

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% clients advised in each area  :

Investments

57%

Annuities

7%

Pensions

57%

Insurance & Protection

50%

Later life planning

14%
I work with AEON Financial Services, who are a chartered firm of independent financial advisers. I provide bespoke advice to individuals and business... Read More
Serves clients with: Over £50k of investable assets or household income
Andrew's Average Client more

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

53%

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4.9out of 5

John Hartley

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% clients advised in each area  :

Investments

67%

Annuities

13%

Pensions

13%

Insurance & Protection

27%

Later life planning

13%
We help people achieve peace of mind by understanding their own financial situation and helping them protect what they have today and plan for the fut... Read More
Serves clients with: Any level of wealth
John's Average Client more

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

51%

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David Harle

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Services:  Investments & Savings
We offer a friendly, no jargon advice service that will focus on your needs and wants. We offer a long term relationship based on trust.
Serves clients with: Any level of wealth
Contributor

48%

MATCH FOR YOU

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Damian Shields

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children
Independent financial advice offered in the Doncaster area.
Serves clients with: Any level of wealth

Latest client reviews of Doncaster IFAs

David provides clear advice using laymans terms aiding understanding. He is proactive in diuscussin....and advice is very good and I would have no hesitation is recommending Daivd to any potential client   Read More
Jeff Hudson
Brian is a comprehensive and well prepared advisor. He works hard to genuinely understand me as a c....vement of the personal financial goals I have and provides the technical knowledge to get me there.    Read More
Nick Hawley

Can't find the right Doncaster 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 Doncaster.

Andrew HortonDobson & Hodge Limited
Dennis MurphyCornelius Dennis Murphy
Ian BlessedIan Blessed & Co Independent Financial Consultants Ltd
Michael MatthewsMSM Independent Financial Services Limited
Dave HarleDanum Financial Services Limited
Steve MarrS&M Mortgages & Investments Ltd
Looking for a different Independent Financial Advisor (IFA) in Doncaster? Search by name