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Contributor

62%

MATCH FOR YOU

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4.9out of 5

Dave Thomas

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children, Annuities, Auto Enrolment
Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both p... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

61%

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4.8out of 5

Thomas Dickson

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% clients advised in each area  :

Investments

88%

Annuities

29%

Mortgages

54%

Pensions

96%

Insurance & Protection

71%

Later life planning

8%
Essential Money is one of the leading IFAs specialising in providing financial advice for DENTISTS and is a member of the ASPD Association of Speciali... Read More
Serves clients with: Over £500k of investable assets or household income
Thomas's Average Client more

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

59%

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5.0out of 5

Natalia Lingiah

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% clients advised in each area  :

Investments

55%

Annuities

9%

Pensions

55%

Insurance & Protection

18%

Later life planning

18%
I am a Chartered Financial Planner with a degree in Economics. My principal focus is to assist my clients to make better, more informed financial dec... Read More
Serves clients with: Over £100k of investable assets or household income
Natalia's Average Client more

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

59%

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4.8out of 5

Steve Read

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% clients advised in each area  :

Investments

71%

Annuities

21%

Pensions

64%

Insurance & Protection

21%

Later life planning

21%
As a Chartered Financial planner I have considerable experience in Pension & Investment Advice. For those close to retirement our Open Market Pensio... Read More
Serves clients with: Any level of wealth
Steve's Average Client more

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

56%

MATCH FOR YOU

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4.8out of 5

Luella Keeley

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% clients advised in each area  :

Investments

53%

Annuities

24%

Pensions

53%

Insurance & Protection

24%

Later life planning

18%
As well as being a Chartered Financial Planner with high level technical skills, I am one of only 30 or so Registered Life Planners in the UK who have... Read More
Serves clients with: Over £500k of investable assets or household income
Luella's Average Client more

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

51%

MATCH FOR YOU

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4.9out of 5

Lisa Footes

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% clients advised in each area  :

Investments

71%

Annuities

11%

Pensions

39%

Insurance & Protection

54%
Are you looking for an experienced adviser who can help you make the best financial decisions for you, your business and your loved ones, both now and... Read More
Serves clients with: Over £100k of investable assets or household income
Lisa's Average Client more

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

Latest client reviews of Dudley IFAs

Dave is very approachable. I would have no qualms calling him out of the blue, I know he would help ....st to satisfy my financial requirements. Up to now, everything he has told us, he has delivered on.    Read More
mark
Jon Plant took the time to find out exactly what I was trying to achieve, then took the information ....that each element was necessary and best value for money. I could not recommend Jon highly enough.    Read More
Dominic McNeillis

Can't find the right Dudley 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 Dudley.

Ian LloydOrigin Financial Ltd
Graham PapeMortgage Advice UK Ltd
Henry SapporRadical Financial Services Ltd (514)
Richard RowlandR J Rowland Financial Services Limited
Mark JeavonsTimmins Whittaker Ltd
Looking for a different Independent Financial Advisor (IFA) in Dudley? Search by name