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> Portsmouth
Contributor

71%

MATCH FOR YOU

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4.7out of 5

Jason Eldrid

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Equity Release, Offshore investing, Saving for children, Annuities, Auto Enrolment
I am a Chartered and Certified Financial Planner at Sheraton Financial Planning. We specialise in providing a quality service to clients who want clar... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

66%

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4.8out of 5

Greg Simkin

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% clients advised in each area  :

Investments

93%

Annuities

14%

Pensions

71%

Insurance & Protection

29%

Later life planning

14%
I specialize in providing Financial Planning advice to Business Owners, and Pre and Post Retirement clients. I really do believe that the advice I gi... Read More
Serves clients with: Over £50k of investable assets or household income
Greg's Average Client more

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

65%

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4.9out of 5

Claire Csoka

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% clients advised in each area  :

Investments

93%

Annuities

7%

Pensions

73%

Insurance & Protection

27%
I am Diploma Qualified with The Personal Finance Society and I am on my way to becoming a Chartered Financial Adviser within the next year. I am a Re... Read More
Serves clients with: Over £50k of investable assets or household income
Claire's Average Client more

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

60%

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5.0out of 5

David Butler

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Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Equity Release, Annuities
Cassidy Coutts Donald & Partners Ltd is authorised and regulated by the Financial Conduct Authority.
Serves clients with: Over £100k of investable assets or household income
Chartered Financial Planner
Contributor

58%

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4.8out of 5

Mark Perkins

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% clients advised in each area  :

Investments

73%

Annuities

9%

Pensions

73%

Insurance & Protection

18%

Later life planning

18%
I believe that I can take the stress out of financial planning whilst helping you to make the most of your assets ensuring that you have the opportuni... Read More
Serves clients with: Over £250k 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
Contributor

53%

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5.0out of 5

Andrew Peters

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Services:  Investments & Savings
Specialsit advice on Pensions, Investments and Inheritance tax Planning. Fully qualified to give advice on all types of pension scheme.Initial consult... Read More
Serves clients with: Over £100k of investable assets or household income

Latest client reviews of Portsmouth IFAs

Mark and the whole team at the Fareham branch have been very helpful with my finances and I am very ....my husband passed away 2 years ago. I would fully recommend Mark and any of the team at Prosperity.    Read More
Janet
Explains everything in full & answers any questions in a polite manner.   Read More
Lawrence Green

Can't find the right Portsmouth 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 Portsmouth.

Guy StoutTalk Financial Solutions Limited
David StampAdviser Business Solutions Ltd
Duncan McKillopTaylor Cocks Wealth Management LLP
Paul MurrayPaul Murray Investments Ltd
Michael NicholsWallace Nichols Financial Services Ltd
Thor FardalSimmons & Company International Limited
Nigel StruttA.D.N. Financial Solutions Ltd
Andrew RoutleyAndrew Routley Pensions Limited
Looking for a different Independent Financial Advisor (IFA) in Portsmouth? Search by name