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Contributor

50%

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Dennis Doherty

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Services:  General Financial Planning, Investments & Savings
Serves clients with: 
Contributor

48%

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5.0out of 5

Richard Brocklehurst

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% clients advised in each area  :

Investments

76%

Pensions

24%

Insurance & Protection

29%

Later life planning

12%
I offer a highly personalised service and build life-long relationships with my clients, founded on trust, integrity and simplicity. Whether you are a... Read More
Serves clients with: Any level of wealth
Richard's Average Client more

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

48%

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4.8out of 5

Paul Boulton

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% clients advised in each area  :

Investments

48%

Annuities

29%

Pensions

90%

Insurance & Protection

19%

Later life planning

14%
We are a Professional firm of Independent Financial Advisers based in Deganwy North Wales, Conwy but have existing clients from Manchester, Liverpool,... Read More
Serves clients with: Over £50k of investable assets or household income
Paul's Average Client more

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

47%

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4.9out of 5

Neil Bartlett

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children, Annuities
Abacus Associates is a well established firm of Independent Financial Advisers. I have more than 20 years' experience helping clients to achieve thei... Read More
Serves clients with: Any level of wealth
Neil's Average Client more

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

46%

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4.9out of 5

Adrian Shandley

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% clients advised in each area  :

Investments

82%

Annuities

6%

Pensions

35%

Later life planning

18%
I have 30 years experience in advising clients, on a face to face basis. Regards Qualifications, I am a Fellow of the Personal Finance Society(PFS) - ... Read More
Serves clients with: Over £50k of investable assets or household income
Adrian's Average Client more

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

45%

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4.9out of 5

Chris Spencer

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% clients advised in each area  :

Investments

82%

Pensions

45%

Insurance & Protection

9%

Later life planning

27%
WTK Wealth Planning offers independent financial advice across a wide range of financial services. I can help you with Investment planning, Pension pl... Read More
Serves clients with: Any level of wealth
Chris's Average Client more

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

Latest client reviews of Llandudno IFAs

Paul Bolton has been dealing with my familie's finances for many years. He has helped my parents to ....icial life plan. He is worth every penny as he in the expert. I trust him and respect his knowledge.   Read More
Jane Preece

Can't find the right Llandudno 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 Llandudno.

Stephen BeardmoreBeardmore & Co Limited
Jez WilliamsParkland Financial Management Limited
James PartonOrme Financial Services Ltd
David ThomasDavid Ian Thomas
Ian AlcockAlcock Jones Financial Planning Ltd
Gwynfor JonesBelyn Financial Services Ltd
David Parkes-SmithLifetime Financial Advisers Ltd.
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