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Contributor

67%

MATCH FOR YOU

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4.7out of 5

Alex Pegley

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% clients advised in each area  :

Investments

83%

Annuities

28%

Pensions

50%

Insurance & Protection

17%

Later life planning

17%
We are specialist in advising private clients on all aspects of wealth management, in particular inheritance tax planning, investment management and r... Read More
Serves clients with: Over £50k of investable assets or household income
Alex's Average Client more

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

63%

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4.8out of 5

David Shepherd

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% clients advised in each area  :

Investments

76%

Annuities

12%

Pensions

76%

Insurance & Protection

12%

Later life planning

8%
As a Chartered Financial Planner I have passed numerous industry qualifications in many aspects of financial planning and I adhere to strict guideline... Read More
Serves clients with: Any level of wealth
David's Average Client more

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

61%

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4.7out of 5

Mark Bastable

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% clients advised in each area  :

Investments

48%

Mortgages

45%

Pensions

48%

Insurance & Protection

42%
We are engaged by our clients to provide clear, unbiased, and holistic financial planning solutions from simple life assurance to wealth management.We... 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
Contributor

60%

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4.8out of 5

Ian Sparks

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% clients advised in each area  :

Investments

93%

Annuities

18%

Pensions

55%

Insurance & Protection

39%

Later life planning

5%
Ian prides himself on offering comprehensive personal financial service to all of his clients, many of whom he has advised for a number of years. The ... Read More
Serves clients with: Any level of wealth
Ian's Average Client more

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

59%

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4.5out of 5

Kit Finney

More Info
% clients advised in each area  :

Investments

82%

Annuities

6%

Pensions

76%

Insurance & Protection

41%

Later life planning

12%
We specialise in Investment advice and planning, Retirement planning, generating Income in retirement, Trust fund investment and Inheritance Tax plann... Read More
Serves clients with: Over £250k of investable assets or household income
Kit's Average Client more

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

57%

MATCH FOR YOU

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5.0out of 5

Justin King

More Info
Services:  Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children
We help people retire. A lot of people have got an idea of when they want to quit working or running their business, but they don’t really know exac... Read More
Serves clients with: Over £500k of investable assets or household income

Latest client reviews of Salisbury IFAs

The advise given was very informative and straight forward to suit my needs. The whole process went ....al advise. Pauline Baker from Basingstoke. Business type: Buy to Let mortgage, completed 24/07/2013.   Read More
Pauline Baker
Owen and his team offer a very personal service, explaining things in simple language. In addition t....mplete the forms, is invaluable. Simply the best personal service and support anyone could ask for.    Read More
Mike Jennings

Can't find the right Salisbury 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 Salisbury.

Paul OrchardAnnetts & Orchard Insurance Brokers
Cris WrightBarchester Green Investment Limited
Mark ArkwrightGore Browne Investment Management LLP
Garry CresswellTony Tyler Financial Services Limited
David DownieRowanmoor Consultancy Limited
Peter MossChestergate Financial Planning Limited
Peter AllertonThe Aaron Partnership
Looking for a different Independent Financial Advisor (IFA) in Salisbury? Search by name